Niraparib,orally active small molecule PARP inhibitor developed by Tesaro to Rx ovarian cancer, granted fast track designtn by USFDA in 2016
Apr'20 USFDA approved Zejula (niraparib) as monotherapy maintenance Rx for ovarian,fallopian tube,peritoneal cancer
Dishman Carbogen makes the API for the drug, has been supplying APIs to GSK from 2017
The approval will help Niraparib grow multifold,big positive for Dishman’s CRAMS business.
Niraparib API revenues for Dishman could grow twofold next 2 yrs
#dishmancarbogenamcis #DCAL #niraparib
Zejula is currently approved as a maintenance therapy for adults with recurrent epithelial ovarian, fallopian tube, or primary peritoneal cancer and whose tumors have completely or partially responded to platinum-based chemotherapy treatments
Zejula sales $295 million 2019
Forward on WhatsApp

Glaxo expects 1 Billion USD of Revenues from Niraparib(Zejula)

Dishman is the API supplier for it.API component is 5% ...So around 50 Million USD

With 60% Margins

#DCAL #dishmancarbogenamcis @GSK

• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with TheMarket🐝

TheMarket🐝 Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @EquityBuzzz

Nov 7, 2021
#lauruslabs Q2 EC transcript

Laurus Synthesis Private Limited ,CDMO subsidiary signed multi-year contract with global life science company in Q2 ,entails complete drug development & mfng portfolio niche APIs

Evolving China issues - impact API prices,RM,logistics

Confident Rev target billion in fy23

Rev 495 cr, 👍10% yoy
Share - 41% vs 35% in fy21

launched triple combinatn of Tenofovir ,Alafenamide

US mkt
Filed 2 ANDAs, 4 in H1
Total 30
9 approvals, 9 tentative

11 approvals
Launched 5 ,2 in H2

MPP & Merck licensing agreement for Molnupiravir
MPP & laurus partner in HCV & FC drugs, to approach for Molnupiravir

added 1bn capacity in Q1
Brownfield Capex to achieve 10bn unit capacity in Formulations

Sales 👎11% yoy to 339 cr

Expanding capacity in Unit 4
Read 10 tweets
May 3, 2021

Extracts from the investor presentation by the company for March 2021

#Nifty #sensex #stocks #pharma #cdmo #API #specialitychemicals
Extracts from the investor presentation by the company for March 2021

Extracts from the investor presentation by the company for March 2021

Read 10 tweets
Apr 29, 2021
No's in line
Rev 1411.9 vs 839.1 cr yoy
EBIDTA 450.3 vs 191.8 Cr
EBITDA Margin 31.9% vs 22.9% yoy
PAT 296.9 vs 110.2 Cr yoy EPS 5.53 vs 2.06

Fy21 /20
Rev 4837 vs 2837
PAT 317 vs 38
EPS 18.36 vs 4.79
Investor presentation Q4fy21

Generic API division robust growth 61% YoY
Anti Viral growth of 70% YoY
Generic FDF Rev up 102% YoY
Growth led by higher LMIC mkt vols & increased
vols from US & EU
Custom Synthesis division recorded a strong growth of 35% YoY
Generic API Division
Strong demand 1st line ARV API
Robust order book ,adding more capacity to meet demand
Other APIs (CVS , DM) good growth
Discussion with Generic Partners for CM opportunity
Dedicated block for Non-ARV APIs, expansion of
High Potent capacity at Unit 4
Read 9 tweets
Apr 6, 2021
#mastek above 1300
#lauruslab above 385

Watch them go
#stocks #StockMarket #Nifty ImageImage
#lauruslabs 401

#api is the game in town
IT,Steel also firing
#cdsl is lockdown stock
#specialitychemicals everything on fire

Read 4 tweets
Feb 24, 2021
#subex #Q3marketupdates #Q3concall #Q3updates
Concall transcript Q3fy21
Rev 93.9 cr ,Ebidta 20.3 cr & PAT 8.5 cr
9mfy21 Rev 275.9 cr up 6% yoy
Interim dividend of 10%
Moved into new corporate office in Bengaluru
In IoT focus on mftng sector,secured 4 new customers in Q3
ID central (identity analytics solution) launched in Indonesia, 1st customer onboard

NGP platform, next gen platform to revolutionize way telcos operate in OSS & BSS system ,cloud native API based application

Expect more 5g contracts in APAC & ME in coming quarters
Vision to emerge as a leader in digital trust solutions in multi vertical environment

Closed about $28.5mn deals in 9mfy21 ,Q4 to exceed Q3 in deal wins

Tech mahindra partnership around Block chain area

New product offering for Telcos- Augmented Analytics platform
Read 9 tweets
Feb 14, 2021
#galaxysurfactants #Q3investorpresentations

:Q2 momentum spilled into Q3
:Speciality segment double digit growth
:Domestic mkt double digit growth
:Interim dividend Rs 14

Vols Q3fy21/20
Performance surfactants 36618/34978
Speciality 21620/19295
Total 58238/54273
Revenue HLs
Q3fy21/20 in crs
Performance surfactants 401/387
Speciality 277/242
Total 678/629
PAT 85/48

9mnths fy21 vols
India mkt up 13.3%
Africa & ME Up 6.3%
ROW down -10.1%

9mnth FHs in cr
PS 1292/1187
Speciality 717/759
Total 2009/1946
PAT 223/168
Truly Indian MNC
:Leading mftr of ingredients for home & personal care industry
:preferred supplier for MNC,Regional & local Fmcg
:205+ product grades
: 7 strategic facilities (5 India,1Egypt ,1 US)
: Extensive R&D capacity
: intellectual property- 78 approved,1e applied
Read 9 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!


0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy


3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!