Discover and read the best of Twitter Threads about #USFDA
Most recents (6)
#glandpharma
Injectable focused B2B company
Mkt includes US,Europe,India,Australia
Niche area - sterile injectables,Oncology,Opthalmic solns
Focus -complex injectables,first to file,NCE-1, 505(b)(2) filings
Chinese promoter Shanghai Fosun Pharma is a global pharma major
#pharma
Injectable focused B2B company
Mkt includes US,Europe,India,Australia
Niche area - sterile injectables,Oncology,Opthalmic solns
Focus -complex injectables,first to file,NCE-1, 505(b)(2) filings
Chinese promoter Shanghai Fosun Pharma is a global pharma major
#pharma
Fosun acquired controlling stake in gland 74% in 2017 for $1.09 bn
Gland has 267 ANDA filings in the US Mkt, 215 approved
267 filings - 191 sterile injectables, 50 oncology ,26 ophthalmic
Out of 267,101 ANDA are owned by Gland of which 71 approved
Good regulatory compliance
Gland has 267 ANDA filings in the US Mkt, 215 approved
267 filings - 191 sterile injectables, 50 oncology ,26 ophthalmic
Out of 267,101 ANDA are owned by Gland of which 71 approved
Good regulatory compliance
@GranulesIndia earnings call transcript Q2fy21
No longer a 5 product company
22 launched products
PAT growth up 80% H1fy21 compared to H1fy20,due to fast approval of filed ANDAs,rapid scale up production
Ebidta,PAT > Rev growth- better product mix,sales,op efficiency
#Stocks
No longer a 5 product company
22 launched products
PAT growth up 80% H1fy21 compared to H1fy20,due to fast approval of filed ANDAs,rapid scale up production
Ebidta,PAT > Rev growth- better product mix,sales,op efficiency
#Stocks
32 approved ANDAs(6 yet to launch),13 waiting for approval
Expect 1 MUPS tech based ANDA in Q3 or Q4
Construction MUPS block on track,commercialize Q3fy22
High vol MUPS products & APIs next major driver
Q1fy21 recall of $2 mn tabs Metformin 750mg,this Q 1mn reversed into books
Expect 1 MUPS tech based ANDA in Q3 or Q4
Construction MUPS block on track,commercialize Q3fy22
High vol MUPS products & APIs next major driver
Q1fy21 recall of $2 mn tabs Metformin 750mg,this Q 1mn reversed into books
The long #thread on How #China became global #antiobiotic supplier and it's effect on US. #penicillin #vitamins #generics #USFDA #chloramphenicol #WhiteHouse (1/22)
During the Civil War, #MaoZedong had seen his troops fell in large numbers by diseases like dysentery, which was fatal when penicillin was unavailable.
history.state.gov/milestones/194…
2/22.
history.state.gov/milestones/194…
2/22.
North #China became the centerpiece of Chinese government’s larger, state-directed plan for self reliance on Chinese #antibiotics.
3/22.
3/22.
I have been receiving requests to write about When to sell a stock/ investment ? #Whentosell
I’m writing this thread based on when I sell and logic behind the selling an investment
1. I sell when my investment thesis is wrong or the investment is playing out for wrong reasons
I’m writing this thread based on when I sell and logic behind the selling an investment
1. I sell when my investment thesis is wrong or the investment is playing out for wrong reasons
I invested in a few pharma companies with a hypothesis that #USFDA issues,pricing issues will be sorted and growth return to normal, but currently pharma has given me > 100 % returns for wrong reasons which I did not hypothesise #Covid19
2. I sell when my research or my analysis is wrong
In 2016 I invested in #Tarajewels based on #Graham net net, I was on a 30% profit, when i reanalyzed I found I missed to take into account #contingentliabilities and sold the position.
In 2016 I invested in #Tarajewels based on #Graham net net, I was on a 30% profit, when i reanalyzed I found I missed to take into account #contingentliabilities and sold the position.
📕 A Quick Story:
Ipca Labs and the rise of its stock price by +40% in the last 2 months.
🔸 For the last 5 years, US FDA had imposed a complete ban on import of any drugs from #IpcaLabs
🔸 The reason cited by #USFDA was manufacturing lapses at Ipca's factories
(1/5)
Ipca Labs and the rise of its stock price by +40% in the last 2 months.
🔸 For the last 5 years, US FDA had imposed a complete ban on import of any drugs from #IpcaLabs
🔸 The reason cited by #USFDA was manufacturing lapses at Ipca's factories
(1/5)
🔸 As the coronavirus pandemic broke across the world, a drug called #Hydrochloroquine (HCQ) was found to be effective against the virus.
🔸 India's pharma companies have always been producers of cheap generic drugs.
(2/5)
🔸 India's pharma companies have always been producers of cheap generic drugs.
(2/5)
🔸 As the HCQ news was announced, India imposed a complete ban on export of HCQ drugs.
🔸 As many as 30 countries, including the US approached India to get a supply of #HCQ tablets.
🔸 US went as far as threatening with a "retaliation" if India does not supply them HCQ.
(3/5)
🔸 As many as 30 countries, including the US approached India to get a supply of #HCQ tablets.
🔸 US went as far as threatening with a "retaliation" if India does not supply them HCQ.
(3/5)
- Pharma MNCs riding on innovation & operating in niche therapies (less competition), focus on few brand & enjoy premium pricing, 100% focus on India market.
- Indian cos; struggle with regulatory hurdles (US FDA), 70% revenue from overseas biz, currency & geopolitical risks.
- Indian cos; struggle with regulatory hurdles (US FDA), 70% revenue from overseas biz, currency & geopolitical risks.
Indian pharma companies are facing a lot of compliance issues. If current situation continues, they might not get approval of pending products which ultimately impact on topline of these companies
#Lupin
#AurobindoPharma
#Cipla
@caniravkaria @_N_U_P_K_Y
#Lupin
#AurobindoPharma
#Cipla
@caniravkaria @_N_U_P_K_Y
Pfizer Q2 sales 567crs vs 519 crs, net profits up 60% at 154 crs vs 96
As mentioned, Pharma MNCs are exceedingly doing well compared to Indian pharma players!!
#Pfizer
#Abbott
#Merck
#Sanofi
#Glaxosmith
As mentioned, Pharma MNCs are exceedingly doing well compared to Indian pharma players!!
#Pfizer
#Abbott
#Merck
#Sanofi
#Glaxosmith
