Natco Pharma: Focusing On Complex Products

Following article elaborate on how generic drugs are very important to US.

1. 90% of prescriptions were for generic drugs.
   2.FDA is increasing speed of ANDA reviews.
   3.US is looking for supply continuity over pricing, that result in increase in price.

2. Supply side constrains.
   When I ask Copilot about companies I hold, following summary come out. Interesting.

3. Natco Pharma:

• Strategic Presence in the US: Natco Pharma has actively engaged in the US market since 2007. By forging co-development and licensing partnerships with leading US generic pharmaceutical companies, Natco has successfully developed and launched several first-to-market generics and complex formulations.
• Recent Transition: Natco Pharma recently completed the transition of DASH Pharmaceuticals into Natco Pharma USA, its US subsidiary. This strategic move strengthens Natco’s commitment to the US pharmaceutical landscape12.
• Recent Launch: Natco Pharma also launched the first generic version of Nexavar (Sorafenib) tablets in the US market3.

2. Supriya Lifesciences:

• API & Intermediates: Supriya Lifesciences is engaged in the manufacturing of active pharmaceutical ingredients (APIs) and intermediates. It produces 38 APIs across diverse therapeutic segments.
• Global Reach: The company has a global footprint, with export sales contributing significantly to its revenue. Key customers include Mankind Pharma, Acme Generics, and Akums Drugs and Pharma2.

3. Aarti Pharmalabs:

• APIs and Intermediates: Aarti Pharmalabs is a generic pharmaceutical company focused on developing and commercializing APIs and FDFs (finished dosage formulations). It has a strong presence in the Xanthine derivatives segment.
• Global Compliance: The company’s facilities are compliant with worldwide standards (EMA, US FDA, WHO, PMDA, TGA, KFDA, ANVISA).
• R&D Capabilities: Aarti Pharmalabs emphasizes R&D and has filed over 52 patents. It partners with both innovators and generic companies for API development4.

In summary, all three companies have made significant strides in the US generics market, leveraging their expertise, partnerships, and global reach. Keep an eye on their performance as they continue to navigate this dynamic industry!

https://www.ndtvprofit.com/opinion/leveraging-disruption-how-drug-shortages-offer-indian-pharma-a-new-path-to-succeed-in-us-generics

D: invested in Natco, supriya and Aarti Pharmalabs.