Hi @varadharajanr,
Your above post has one of my articles “Equity Research: Ambika Cotton Mills Limited” entirely copied from my website:
http://www.drvijaymalik.com/2015/02/equity-research-ambika-cotton-mills.html
It is expected from you to give credits to the original author/work whenever his/her work is referred.
–
Vijay
Will double sourcing, suppliers from India by 2020: Ikea
Read more at: http://www.moneycontrol.com/news/business/will-double-sourcing-suppliersindia-by-2020_2732381.html?utm_source=ref_article
Competition Appellate Tribunal has set aside the CCI penalty of Rs. 1 Crore to Thomas Cook Ltd. with regards to acquisition of Sterling Holidays Ltd.
http://www.moneycontrol.com/news/business/compat-sets-aside-cci-order-against-thomas-cook_2765421.html
On celebrex patent search, i got this on wiki
It is legally available in many jurisdictions as a generic under several brand names.
In the US, celecoxib was covered by three patents, two of which expired May 30, 2014, and one of which (US RE44048) was due to expire December 2, 2015.
On March 13, 2014, that patent was found to be invalid for double patenting.
Upon the patent expiry on May 30, 2014, FDA approved the first versions of celecoxib generic.
As per there recent concall, management was talking about launch of celebrex in December this year, [he was like we will be there on day 1 though he was not sure of date]
So he might be talking about this patent expiration.
US RE44048 patent
Issued: March 5, 2013
Assignee(s): G.D. Searle LLC
Patent expiration dates:
o June 2, 2015
TREATMENT OF PRIMARY DYSMENORRHEA, JUVENILE RHEUMATOID ARTHRITIS, ACUTE PAIN, ANKYLOSING SPONDYLITIS, RHEUMATOID ARTHRITIS
o December 2, 2015
Pediatric exclusivity
I think alembic will be targeting pediatric population.
I may be wrong at arriving this conclusion, seniors n fellow VPs ur views needed
Disc-invested from lower levels.
Yesterday was the AGM. Did anyone attend? Any updates?.
Indianivesh has comeout with the update after Q1 results. Can be found here.
Already mentioned that call highlights by Capital Mkt.
With 110Cr capex planned for next 2 years seems there will be no FCF for next 3 years.
Current auto sales of 42K units generating profit of 42Cr.
For generating 85Cr of profit company will have to sell around 84K units which will be possible only when ahmedabad plant is fully operational which seems may take around 3-4 years and given that industry dynamics remain good.
Assuming company doubles it sales to 84K in 5 years CAGR comes around 14.5%.
The current valuation of 22PE seems somewhat on higher side.
Disc : Holding
Can you please share the source of con call …thanks
Hi Rohit,
Please find below the date of approval for the generic players for gCelebrex:
The good thing about gCelebrex is its a pretty big molecule and still there are limited players in the market for it. I am not sure on the price erosion front but given limited competition, I dont think it would be more than 40 – 50%. May be we can go through Lupin concall and get the data if available.
@chiragjain1976
Yes, But if you see the figure 40lacs annual salarie may not be so high for CMD. Isn’t it?
Is there any regulation?