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Sep 22, 2020, 8 tweets

API product portfolio of RPG life sciences:
Azathioprine
Haloperidol & Haloperidol decanoate
Diphenoxylate hydrochloride
Mycophenolate Mofetyl Mycophenolate Na
Lamotrigine
Nicorandil
Tolvaptan
Spironolactone
Sertraline
Risperidone
Quinfamine
Propantheline Br
Pentoprazole Na Sesq

RPG's FORMULATION R&D HAS MADE KEY BREAKTHROUGH ACHIEVEMENTS:

1. Cyclosporine micro-emulsion Novel Drug Delivery System granted patent in about 20 countries including US and European countries

2. Lamotrigine Mouth Dissolving tablets patented internationally and India (1/3)

Cont.
3. Alfalog Tablets (alpha ketoanalogue), a novel formulation has been developed indigenously for chronic kidney disease.

4. Stable formulation of moisture sensitive anti-anginal drug using Fish Bone blister pack containing desiccant.(2/3)

Cont.
5. Extended release (24 hrs release) bioequivalent formulation of anti-epileptic drug.(3/3)

Looking into more details of R&D facilities.

RPG Lifesciences' API business is expected to grow upto 120% from FY21 to FY25.

FY20 - 67cr
FY21E- 80cr
FY22E- 95 cr
FY23E- 111 cr
FY24E- 129 cr
FY25E- 150 cr

Expected growth may be due to higher sale of some APIs:👇
~Quinfamide,
~Azathioprine,
~Risperidone &
~Lamotrigine.

RPG's more than 50% API sales comes from Latin America.(API contributes only 20% of total sales, 65% sales is from domestic formulation business). Countries like Mauritius & Myanmar will be high growth markets for RPG in upcoming years.(Myanmar sales already up 90% in one year)

Plus in domestic market, the company has added 3 new monoclonal antibodies viz.
~Rituximab(Already shown 29% growth)
~Trastuzumab &
~Bevacizumab

Domestic formulation business is expected to grow @ 15-20% annually.(Mainly driven by Anti-diabetic range, Immunosuppressants & mAb)

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