Thread by @BullsforBears

Cipla Mkt share in Fluticasone propionate salmeterol pMDI is 20% in EU
#2 in sale of inhalers globally
Respiratory 22% share in total revenues
Foracort #10 among 4 @Cipla_Global brands that featured in top 50 brands in India
46% in MDIs & 65% in FPSM pMDI Mkt share in S Africa

@Cipla_Global role in #COVID__19
Scaling up supply of Lopinavir+Ritonavir,HCQ,Azithromycin
Partnered with @Roche for #tocilizumab
Partnered with @GileadSciences for #remdesivir to manufacture & market in 127 countries
With CSIR-IICT for #favipiravir

Cipla in India 2020
$1bn orgnizatn,40% of revenue
Leadership in respiratory,urology,anti-virals
Launched foracort syncobreathe
Acquired brand & trademark for Vysov&Vysov M
Deal for Omalizumab(Allergic Asthma)with Reliance lifesciences
Stempeucel used in DM
Acq 4nutraceuticals

In South Africa
Mkt share in CNS 13%,RS 11%,GIS 8%
1 out of 4 patients use @Cipla_Global OTC products
1 in 4 patient is on Ciplas triple therapy(ARV)
Joint dvlpmnt Quadrimune,4 in1 paediatric HIV drug
Partnered with @AstraZeneca & luye pharma for Quetiapine bipolar disorders

@Cipla_Global annual report 2019-20

@Cipla_Global
AR 2019-20

Capacity 2019-20
Billion(bn) Million(mn)
34 bn units of tablets & capsules
8.6mn units of lyophilised injection
29.9 mn units of nasal spray
2.5 mn units of form fill seal eye drops
109.6 mn units of aerosol pMDI
808 mn repsules
93 mn oral liquids

New products launched
1) EU - Geftinib tabs,Fluticasone propionate MDI,FPSM MDI,Mometasone nasal spray
2)US Budesonide capsule,Metoprolol ER,Pregabalin caps,Esomeprazole
3)SAfrica- Dolutegravir,Tenofovir,Lamivudine tabs
4) India - Formoterol fumarate dihydrate& Budesonide aersol

Successfully completed phase 3 clinical study for generic version of @GSK_bio Advair Diskus

Ciplas Fluticasone propionate & Salmeterol inhalation powder ,generic version for Advair ,for asthma patients in 1st attempt
Study done over 100 sites in the USA,enrolled 1400 patients

Partnership & alliances
1) Zemdri(Plazomicin)
from Achaogen,once daily IV Aminoglycoside for complicated Urinary infections
2)IV Tramadol
In 2018 invested in Avenue therapeutics for pain management
3)Elores - acq from venus remedies,Antibiotic resistance breaker in Infection

Quadrimune
4 in 1 treatment for HIV positive children available in granular form for easy administration in children
Also can be stored at room temperature,easier in developing countries

Ciphands sanitizer
Launched March 2020,in view of #COVIDー19

Launched Niveoli
Indias 1st extrafine ICS-LABA combinatn HFA inhaler,targets drug delivery to small airways affected in 50 to 60% asthma & COPD patients

Quetiapine
Atypical antipsychotic drug for bipolar disorders,major depression & schizophrenia

@Cipla_Global

Pregabalin
Received USFDA approval,an AB-rated generic therapeutic capsule for neuropathic pain in Diabetic peripheral neuropathy,postherpetic neuralgia & fibromyalgia

Elores
Acq from Venus remedies, Antibiotic resistance breaker,used in complicated resistant infections

2019-20
S Africa business grew 8%
US scaled up revenues to $547mn, Albuterol approval,gAdvair filing
API business grew 5% in $terms
Revenues 17132cr
Ebidta 3230cr
Ebidta margin 19%
Net debt from 1581 in fy18/19 to 807cr in 19/20
FCF from 1043cr in fy18/19 to 1955cr in fy19/20

Revenue split in % terms
Europe 5
Emerging markets 9
South Africa 18
Global API 4
India 39
North America 23
Others 2

Revenue 16132cr in fy18/19 to 17132cr in fy19/20
Employee expenses stood at 3027cr ,up 6%
Total R&D stood at 1175cr or 6.9% revenue mainly respiratory portfolio

USFDA approved @Cipla_Global generic Albuterol sulfate inhaler ,which is @Merck Proventil inhaler equivalent
1st generic of proventil HFA(albuterol sulfate)
Targeted at patients 4 yrs & above for reversible obstructive airway disease & exercise induced bronchospasm

Respiratory franchise is the key driver for business across emerging markets with a contribution of approx 60% across DTM markets

Extracts from Cipla AR 2019-20

@Coolfundoo @LongtrmInvests @koppik @punitbansal14 @Cipla_Global

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