Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mayne-pharma-group-ltd" target="_blank" data-smartkarma-citation="entities:757:1" rel="noopener">Mayne Pharma (MYX AU)</a>'s revenue is decelerating since FY19, which is reflected in its share price performance. From predominantly being into generics, the company is now focusing on specialty pharma.  </li>
<li>In FY21, Mayne Pharma added 11 dermatology and women’s health products to portfolio targeting $650 million in IQVIA sales. Its U.S. contract service business is on a double-digit growth path.</li>
<li>Commercialization of new oral contraceptive Nextstellis in the U.S. is the major growth driver of the company. Neststellis peak U.S. sales are projected at $200 million annually.  </li>
</ul>



Mayne Pharma (MYX AU)'s revenue is decelerating since FY19, which is reflected in its share price performance. From predominantly being into generics, the company is now focusing on specialty pharma.  
In FY21, Mayne Pharma added 11 dermatology and women’s health products to portfolio targeting $650 million in IQVIA sales. Its U.S. contract service business is on a double-digit growth path.
Commercialization of new oral contraceptive Nextstellis in the U.S. is the major growth driver of the company. Neststellis peak U.S. sales are projected at $200 million annually.  


Mayne Pharma (MYX AU): Shifting Focus to Specialty Products to Return to Sustainable Growth Path

External broker reports(aggregated public sources), ICICI Securities Ltd

ICICI Securities Limited

External broker reports(aggregated public sources)

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Glenmark Pharmaceuticals / Equity Bottom-Up

<ul><li>Glenmark Pharmaceuticals for building a global generic, specialty and OTC business in therapy areas of dermatology, respiratory, oncology among others</li><li>Glenmark Life Sciences for manufacturing and marketing API</li><li>Innovation new company (ICHNOS) to focus on discovery and development of novel, firstinclass treatments</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

Glenmark Pharmaceuticals for building a global generic, specialty and OTC business in therapy areas of dermatology, respiratory, oncology among othersGlenmark Life Sciences for manufacturing and marketing APIInnovation new company (ICHNOS) to focus on discovery and development of novel, firstinclass treatmentsContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Glenmark Pharmaceuticals: Launches, Margins Sustainability to Hold Key

Senior Credit Analyst, Lucror Analytics

Leonard Law, CFA

Senior Credit Analyst

High Yield Experts

Lucror Analytics

Lucror Analytics is a leading credit and ESG research specialist and a provider of technology solutions for differentiated fixed income strategies. Our roots are in bottom-up fundamental credit analysis with a specialization in high yield corporate credits from Europe, Asia and Latin America. We are one of few research specialists integrating ESG considerations with fundamental credit research through a dedicated ESG platform. Our ESG assessment covers five key criteria: Disclosure, E,S, & G Pillars, Controversies, ESG Impact on Credit and ESG Momentum.

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Our company has been at the forefront of developments in the fixed income markets, identifying opportunities and consistently delivering new products and value-adding solutions to clients. Lucror has close relationships with the largest and most reputable asset managers, family offices, hedge funds, investment and wealth managers globally.

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India

Glenmark Pharmaceuticals Ltd., is a pharmaceutical company. The Company develops generic drugs for inflammation, metabolic disorders, and pain.

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Glenmark Pharmaceuticals (GNP IN)

Mayne Pharma (MYX AU): Shifting Focus to Specialty Products to Return to Sustainable Growth Path

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Tina Banerjee

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