@NATCOPharmaLtd concall Q2fy21
Increase in other expenditure due to covid related employee expenses,increments,litigation issues & setting up REMS about 3 to 4 products
Approval received for Pomalyst,Eugia & Natco both got approvals,$ 1bn sales,also settled related litigation
Increase in other expenditure due to covid related employee expenses,increments,litigation issues & setting up REMS about 3 to 4 products
Approval received for Pomalyst,Eugia & Natco both got approvals,$ 1bn sales,also settled related litigation
Weak domestic sales due to drop in Hepatitis C sales , covid caused less patients to seek cancer Rx
Good build in Tamiflu sales,1st to get into Brazil,received govt orders from Canada ,profit share recognized after sales confirmed by Alvogen,benefits to accrue in Q3,Q4
Good build in Tamiflu sales,1st to get into Brazil,received govt orders from Canada ,profit share recognized after sales confirmed by Alvogen,benefits to accrue in Q3,Q4
Launched a portfolio of products in Agrochemicals
Chemo sales 70-75% of normal
Cardio & diabetology sales done well
One time expense setting up REMS for Revlimid
REMS setting up takes $ 2 to 3 mn cost upfront
As of Sep'20 cash equivalents is 1065 cr & debt 431 crs
#Nifty
Chemo sales 70-75% of normal
Cardio & diabetology sales done well
One time expense setting up REMS for Revlimid
REMS setting up takes $ 2 to 3 mn cost upfront
As of Sep'20 cash equivalents is 1065 cr & debt 431 crs
#Nifty
5 REMS products,Pomalidomide in US & Canada, Bosentan in US
Adding 80 to 100 people in marketing
Majority of onetime costs done,gross margins to return to historical levels
Got approval generic Pomalyst,2 players Natco & Auro,possibly Natco 1st to file,settled with innovator
Adding 80 to 100 people in marketing
Majority of onetime costs done,gross margins to return to historical levels
Got approval generic Pomalyst,2 players Natco & Auro,possibly Natco 1st to file,settled with innovator
Apixaban,2 players in mkt Natco & Pfizer
Lot of onco drugs sold by Natco in NLEM,impact played out in last financial year
Tamiflu peak season in US till mid,feb sales to get impacted coz of less social gathering,masks
Lotus pharma got approval for Revlimid inspite of filing later
Lot of onco drugs sold by Natco in NLEM,impact played out in last financial year
Tamiflu peak season in US till mid,feb sales to get impacted coz of less social gathering,masks
Lotus pharma got approval for Revlimid inspite of filing later
Focus on diff molecules, 10 to 15 in $10 $15 mn,few 2 to 3 large ideas in $50,$100 mn,mix them up
@NATCOPharmaLtd #investing #pharmacy #Nifty #sensex #StockMarket #stocks
@NATCOPharmaLtd #investing #pharmacy #Nifty #sensex #StockMarket #stocks
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