Alkem Laboratories: Occlutech M&A to Support Medtech Aspiration. Maintain ADD
Alkem MedTech (a w.o.s of Alkem Labs) to acquire 51-55% stake in Occlutech Holding AG (Occlutech) for cash consideration of Euro 99.4 mn, implying...
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Pharmaceuticals: IPM: 11% growth in Mar-26, 10% in FY26
Growth was led by CVS, anti-diabetes, pain, VMN, and oncology segments, while growth in anti-infective and respiratory was below IPM growth
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Pharma and Healthcare (Q4FY26E Results Preview): Steady revenue growth, margins pressure visible
Our assumptions are: (1) Pharma coverage will see 10% YoY sales growth driven by 15% YoY increase in the India business (ex-Torrent + JB growth at...
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Pharmaceuticals: US tariffs on branded drugs, generics exempted
We believe the key motive behind tariffs is to push the innovator company toward MFN or investment in plants/R&D to bring down drug prices.
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Pharmaceuticals: IPM: steady 11% growth in Jan-26
As per IQVIA, IPM recorded strong growth for Jan-26 at 11% YoY (vs 15% in Dec-25), units grew by 1.1% YoY (4.4%% in Dec-25). Growth was led by CVS,...
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