Thread by @BullsforBears

@SunPharma_Live
(In Million) fy11/fy20
Revenue - 60827/334735
R&D - 3313/19736
Net Profit - 18161/69644
EPS - 7.5/15.7

New speciality launche
1) Cequa -Oct'19 (cyclosporine ophthalmic solution 0.09%)in Keratoconjunctivitis sicca(dry eye) for increasing tear productn
#pharma

2) Absorica LD - Feb'20(isotretinoin) capsules in US for severe recalcitrant acne in patients 12yrs&older

3) Ezallor sprinkle - July'19(rosuvastatin)capsules for 3 types of elevated lipid disorders for patients with difficulty in swallowing

#pharma #StockMarket #Nifty #stocks

4)Drizalma Sprinkle - Oct'19(duloxetine delayed release capsules) in US for oral use, serotonin & norepinephrine reuptake inhibitor for patients with neuropsychiatric & pain disorders in patients who have difficulty swallowing

@SunPharma_Live annual report 2019/20
#API #sensex

New markets for specialty products
June'19, agreement with subsidiary of China Medical System Holdings Ltd for development & commercialisation of of Tildrakizumab (psoriasis)& Cyclosporine A 0.09% eye drops, facilitate entry Greater China market,2nd largest pharma mkt
#China

Aug'19, announced filing of application in Japan for manufacturing & marketing authorisation of ILUMYA for moderate-to-severe psoriasis with the Pharmaceuticals and Medical Devices Agency
Initiating phase3 for severe psoriatic arthritis
Approved in US for plaque psoriasis

Pharma spending US estimated to grow 3-6% CAGR betn 2019-24 to US$605-635 Billion by 2024, while spending in pharmerging markets, including China,grow 5-8% CAGR to US$475-505 Billion by 2024,these two regions will be key contributors to global pharma growth
@SunPharma_Live AR

Indian pharma industry fastest growing globally & largest exporter of generic drugs by volume,domestic formulations market recorded ~9.5% CAGR in 2014-19 to reach US$22 Billion and is expected to grow at 8-11% CAGR to US$31-35 Billion by 2024

SunPharmaAR 2019/20
#pharmaceuticals

Global API market is projected to reach approx US$232 bn by 2024,CAGR of about 6%
Global OTC consumer health products market size was approx US$141.5 bn for 2019,growth of 3.9% over 2018, projected to grow at 4.3% CAGR to reach ~US$175 Billion by 2024
@SunPharma_Live AR 2019-20

@SunPharma_Live AR

@SunPharma_Live AR 2019-20
@Coolfundoo @thescorpionphil @LongtrmInvests @punitbansal14

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@SunPharma_Live acquired Ocular technologies from global PE firm Auven therapeutics in 2016
Cequa Ocular techs product(cyclosporine soln for dry eyes)
Sun expects 7-10% mkt share over 3-4 yrs,peak sales of $100-125 mn
@moneycontrolcom #clsa #pharma #Nifty #sensex #stocks #markets