- Abilify sales in the Q1FY16 itself would be around USD 100 million. For full year on conservative basis, we can assume Abilify sales of around USD 250 million (considering increased competition from Q3 onwards). FY17 would be very difficult to predict and will depend on the competition coming in. But I still think it will be more than USD 20 million.
- Detrol sales might be in line with what many research reports are predicting.
- Considering Nexium has four players already in the market and Torrent whenever it gets approval, will be a late entrant. In whatever limited knowledge I have regarding pharma and in my interactions with industry experts, whenever a generic biggie like Torrent or Mylan are present in a particular market, they take away a lion’s share and players like Torrent have share of around early teens or high single digits. Regarding Nexium market size, although the IMS sales were around USD 5 billion, the innovator, AstraZeneca used to offer discounts upto 50 – 60% on the price to the insurance companies (as per an article I had read about it). We can assume the size to be around USD 2 billion on conservative basis. Nexium sales are difficult to predict for Torrent considering the date on which it gets approval. We can assume it to be in line with what research reports are predicting.
Posts tagged Value Pickr
Torrent Pharma Ltd (30-09-2015)
Ranvir’s Portfolio (30-09-2015)
Fair enough if you don’t understand them then obviously don’t buy them. Good approach. My portfolio is there for you to see the agro chemical names I am invested in. Anyways I don,t think its a good idea to ask someone else. Understanding them first is important.
Page industries (30-09-2015)
macroman and macrowoman is increasing its advertisements in the print media and on tv and internet ,how much of a threat to page can this be? invested in page
Page industries (30-09-2015)
macroman and macrowoman is increasing its advertisements in the print media and on tv and internet ,how much of a threat to page can this be? invested in page
US based NRI’s – How do you guys invest in equity now? (29-09-2015)
Hi Gaurang,
Have send you a mail. thanks
US based NRI’s – How do you guys invest in equity now? (29-09-2015)
Hi Gaurang,
Have send you a mail. thanks
IDFC Special Situation September 2015 (29-09-2015)
What should be the value of IDFC Ltd after the demerger. Also what all business remains with IDFC Ltd now ?? My assumption is IDFC Ltd should be Rs 75 & business which it would hold would be the Mutual Fund & Private Equity.
If anyone has any views to share ? Also whats the call on IDFC Ltd post demerger. Should one hold on to the same or exit or shift to IDFC Bank post its lisiting.
Regards
Manish Shah
DISHMAN PHARMA — ? flag formation (29-09-2015)
Just to post latest update on this thread, Dishman Pharma has got license to produce tuberculosis drug from subsidiary of Johnson & Johnson (Janssen).
Read more at: http://www.moneycontrol.com/news/buzzing-stocks/dishman-pharma-to-make-tb-drug-exclusively-for-jj_3209821.html
Skipper Ltd., distributing Power and Water, Is it a moat in making? (29-09-2015)
Hi @mmpcse, Great analysis. Thanks 
Poly Medicure – at an inflection point! (29-09-2015)
Poly Medicure Ltd has informed BSE that the Company has received “GOLD” Patent Award for financial year 2014-15 on September 23, 2015 in recognition of commendable contribution in Medical Devices from Pharmaceuticals Export Promotion Council of India (Set up by Ministry of Commerce & Industry, Govt. of India).
The Company has also received ”First Position” Export Award for financial year 2013-14 and 2014-15 on September 25, 2015 in the category of Plastic Medical Disposables from The Plastic Export Promotion Council (Sponsored by the Department of Commerce, Govt. of India).