Dr Reddys and Camber (hetero) have been asked to stop shipments of nexium bcos of the purple color of their tablets. This leaves Teva, Mylan and torrent in the fray for the nexium molecule.
changing the color of the tablets will take a month or two and this is the window of opportunity for torrent pharma to gain market share and make the most of the nexium opportunity. Nexium is also a big molecule with few players.
Looks like torrent has had another piece of good luck at the cost of other players in a big molecule. One needs to see how torrent exploits the opportunity it is presented along with a piece of good luck.
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