Hi,
Just a point on Sartans. Nobody competes with China on those except IPCA on Losartan. While Divis probably has a deal with Novartis on Valsartan at good margins, their margin expectation will not be met on the generic side. Even Novartis will squeeze them for contract renewals as the price offerings from Chinese continue to remain very competitive. Also this whole impurity issue is now over. Almost everybody would be offering products meeting impurity requirements.
Don’t have too much idea about this contrast media thing so cant comment.
Regards,
Nikhil
| Subscribe To Our Free Newsletter |
