totally agree with @Rocky_Chow on revlimid opportunity.
From Colgene (Innovator of revlimid) settlement
Natco will receive a volume-limited license to sell generic lenalidomide in the United States commencing in March 2022. The volume limit is expected to be a mid-single-digit percentage during the first full year of entry. The volume limitation is expected to increase gradually each 12 months until March of 2025, and is not expected to exceed one-third of the total lenalidomide capsules dispensed in the U.S. in the final year of the volume-limited license under this agreement.
I did some guess work to predict just to compare it with future numbers
from March 2022 to Feb 23 – 5-6%. – 700 – 800cr
from March 2023 to Feb 24 – 12%. – 1500cr – 1600cr
from March 2024 to Feb 25 – 24%. – 3000+cr
from March 2025 to Jan 26 (Patent expiry) – 33 % 4000cr
It depends on pricing also. Now almost 7 companies launched the product
Natco
Sun
Cipla
Reddys
Zydus
Alvogen
Aurbindo recently
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