I am not sure if my understanding is correct. But there are a lot of stories spoken on the pharma opportunity but nothing really is showing up on the numbers.
1.Got some scattered segmental numbers – FY23 from crisil report, FY15 – company disclosure. Pharma is flat
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If pharma is really positively influencing, realisation per polymer processed should improve right, how does one view this?
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How do you look at the addressable market of the three drugs that they keep speaking about – Semaglutide, Terixxx, Liraglutide? So, $XXXBn of opportunity would be how many pens. Lastly, Their addressable market would be much small right, because they are working only with Sanofi, What about Novo and Lilly?
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Looking at other players in the drug delivery market – they are growing pretty well it seems, where is Shaily lacking?
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