Aequitas: Juniper Green Energy IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Juniper Green Energy is looking to raise about US$187m in its downsized India IPO. In this note, we talk about the RHP updates and implied...
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Sudeep Pharma: Building From Specialty Ingredients to Battery Materials
Sudeep Pharma reports strong FY26 revenue and PAT, with focus on specialty ingredients and growth levers for the future. Margin recovery and...
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COVID-19 : A Viral Threat to Pharma Supply Chain
Corona Virus shadows are glooming all over the world, and these fears have just begun. As a major highlight of 2020, the virus has conquered the...
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Para IV Winners and Losers - September 2018
This month’s Para IV developments suggest that there is likely to be benefit to Teva Pharmaceutical Sp Adr (TEVA US) on Vesicare, Soolantra and...
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Para IV Winners & Losers - May 2018
This month’s Para IV developments suggest that there is likely to be benefit to Amneal Pharmaceuticals Inc (AMRX US) on Lialda, BioQ pharma for...
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