Natco has delivered in style… Pockets bulging with cash, plenty more Para IV products filed and lined up relative to 2016-17 and a confirmed potential blockbuster drug launch just when the incumbent lenalidomide would have peaked in sales… The question to what after 2026 has been firmly answered…
The icing on the cake would be the domestic approval for Ozempic!
The cherry on top of it would be the much anticipated acquisition,
and there are atleast 2 more drugs which they would be launching around 2026 from their existing para iv pipeline…
The net profit should not be lumpy as feared for the next 5 years atleast as Ozempic patent in US is till March 2031… That is the bullish thesis, bear in mind that there remains a possibility of price erosion in the near future for a patent protected drug…
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