Sun Pharma - Addressing the Oral IL-23 Antagonist Challenge to Ilumya
Emkay Global Financial's research report on Sun Pharma J&J, in a recent investor interaction, had stated that its oral IL-23 receptor antagonist...
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Travel Food Services IPO - RHP Updates & Thoughts on Valuation
Travel Food Services (TFS) is looking to raise about US$233m in its India IPO. In this note, we will talk about the RHP updates and IPO valuations.
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Mankind Pharma Lock-Up - A US$1.1bn+ Lockup Release
The two pre-IPO investors have launched a block to sell around US$591m worth of Mankind Pharma shares. Since the lockup on the shares expired not...
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2023 High Conviction Update: Cipla (CIPLA IN)- Stellar Q1FY24 Performance; Margin Guidance Raised
Q1FY24 result beat expectations. Both India and the U.S. businesses reported record high revenue. EBITDA rose to multi-quarter high. For FY24,...
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Mankind Pharma Pre-IPO - Peer Comparison - One of the Largest, with Better Growth and Margins
Mankind Pharma is looking to raise about US$1bn in its upcoming India IPO. In this note, we will undertake a peer comparison.
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