Thanks @T11 for sharing the pipeline and your views.
I feel in the next 6-8 quarters the needle mover is going to be Revlimid. The market seems to not yet believe the story on the drug. So far BMS (Innovator) hasn’t seen a great decline in sales in the US. @T11 also shared that other generic players also don’t feel that pricing pressure is going to be very severe for the drug.
Natco’s market share reset would have happened in March’23 and Q1 FY24 should ideally reflect that shift. Based on the commentary of the management, Q4 and Q1 are going to be the big quarters w.r.t Revlimid.
Below are some tables from a research report on the drug.
| Subscribe To Our Free Newsletter |
