Thread by @ketanmba03

- 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 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

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

@caniravkaria @_N_U_P_K_Y MNC Pharma - Promising compounding story
𝗔𝗯𝗯𝗼𝘁𝘁-FY19 Cash Balance INR 16.8 Bn
👉Duphaston - Gynaecology
👉Thyronorm - Thyroid
👉Udiliv - Liver disorder
𝗚𝗦𝗞 𝗣𝗵𝗮𝗿𝗺𝗮-FY19 Cash Balance INR 11.7 Bn
👉Augmentin - Anti-infective
👉Synflorix - Vaccines
👉Calpol - Pain

@caniravkaria @_N_U_P_K_Y 𝗦𝗮𝗻𝗼𝗳𝗶-FY19 Cash Balance INR 13.5 Bn
👉Lantus - Diabetes
👉Allegra - Allergy
👉Amaryl - Diabetes
𝗣𝗳𝗶𝘇𝗲𝗿-FY19 Cash Balance INR 19.1 Bn
👉Prevenar - Vaccines
👉Becosules - Vitamins
👉Gelusil MPS - Antacid

#PharmaMNC #MultiBagger #USFDA #regulator #IndianPharma

@caniravkaria @_N_U_P_K_Y 𝗣&𝗚 𝗛𝗲𝗮𝗹𝘁𝗵-FY19 Cash Balance INR 12.4 Bn
👉Neurobion - Vitamins
👉Evion - Vitamins
👉Livogen - Vitamins

Indian Pharmaceuticals market valued at ~$20 Bn
MNC Pharma remain focused on doemstic mkt & growing @10% outpacing their Indian peers

@preeti112019 @Vivek_Investor

@caniravkaria @_N_U_P_K_Y @10 @preeti112019 @Vivek_Investor 👉IPM is 12th largest & fastest growing mkt in the world
👉MNCs command 20% mkt share in IPM
👉Enjoying dominant position (ranked no.1 in their respective therapies)
👉MNCs share increased from 12% to 20% in last 10 years
👉Access to their parent portfolio of patented drugs

@caniravkaria @_N_U_P_K_Y @10 @preeti112019 @Vivek_Investor 👉Recent corporate tax rate reduction to 22% would benefit significantly.
👉Strong brand equity with doctors
👉Strong cash flows annually, huge cash surplus

#Abbott #Sanofi #Pfizer
#equity #stockstowatch #Growth #Pharmaceutical

@caniravkaria @_N_U_P_K_Y @10 @preeti112019 @Vivek_Investor ✍️ NPPA hiked the ceiling prices for 21 drugs
✍️ Drug shortage & Steep increase in RM cost main factors
✍️ Many API units had to shut down in China due to pollution drive leading to sharp demand supply imbalance
✍️ MC players with presence of APIs & Formulation key beneficieries

@caniravkaria @_N_U_P_K_Y @10 @preeti112019 @Vivek_Investor ✍️ Ceiling prices increased for following drugs
✍️ Most drugs & APIs that saw price hike have a heavy MNC pharma presence
✍️ In Domestic industry, #JBchemical #Ipcalab #Cipla to gain traction

#Abbott #Sanofi #Pfizer #Merck #Pfizer
#Glaxosmithkline

@_N_U_P_K_Y
@caniravkaria