External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<ul><li>Biocon (BIOS) has received ‘Voluntary Action Indicated’ (VAI) status for its Malaysian site.</li><li>With this, BIOS now has all critical sites for biosimilars under USFDA compliance, improving its business prospects in the US market.</li><li>Regulatory compliance at the Malaysian site paves the way for commercial opportunities for B-Aspart.</li></ul>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.

Biocon (BIOS) has received ‘Voluntary Action Indicated’ (VAI) status for its Malaysian site.With this, BIOS now has all critical sites for biosimilars under USFDA compliance, improving its business prospects in the US market.Regulatory compliance at the Malaysian site paves the way for commercial opportunities for B-Aspart.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.

Biocon - ‘VAI’ Status for Malaysian Site Provides Regulatory Boost

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Biocon's Q2FY25 results came in below our expectations.</li><li>Reported revenue grew by 3.7% YoY and 4.6% QoQ, primarily driven by weak sales in the generics segment, while the biosimilars segment grew by 10.8% YoY.</li><li>Gross margins of 67.1% decreased by 39 bps YoY but increaed by 150 bps QoQ.</li></ul>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.

Biocon's Q2FY25 results came in below our expectations.Reported revenue grew by 3.7% YoY and 4.6% QoQ, primarily driven by weak sales in the generics segment, while the biosimilars segment grew by 10.8% YoY.Gross margins of 67.1% decreased by 39 bps YoY but increaed by 150 bps QoQ.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.

<ul><li>Despite flat overall results, biosimilars reported an 11% revenue growth YoY, and there was an improvement in gross margins by 100 basis points YoY, indicating strong business performance.</li><li>Additionally, the launch of Liraglutide and Micafungin in the generics segment is expected to add value.</li><li>Continuous improvement in market share and launches in new geographies will further enhance sales of biosimilars. </li></ul>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.

Despite flat overall results, biosimilars reported an 11% revenue growth YoY, and there was an improvement in gross margins by 100 basis points YoY, indicating strong business performance.Additionally, the launch of Liraglutide and Micafungin in the generics segment is expected to add value.Continuous improvement in market share and launches in new geographies will further enhance sales of biosimilars. 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.

Biocon Ltd - Weak Operational Performance

<ul><li>Biocon Limited is an innovation-led, global biopharmaceutical company dedicated to enhancing affordable access to complex therapies for chronic conditions such as diabetes, cancer, and autoimmune diseases.</li><li>The company has developed and commercialized novel biologics, biosimilars, and complex small molecule APIs in India and key global markets, as well as generic formulations in the US and Europe.</li><li>Additionally, it has a pipeline of promising novel assets in immunotherapy under development.</li></ul>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.

Biocon Limited is an innovation-led, global biopharmaceutical company dedicated to enhancing affordable access to complex therapies for chronic conditions such as diabetes, cancer, and autoimmune diseases.The company has developed and commercialized novel biologics, biosimilars, and complex small molecule APIs in India and key global markets, as well as generic formulations in the US and Europe.Additionally, it has a pipeline of promising novel assets in immunotherapy under development.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.

Pick of the Week: Biocon Ltd. - 05 AUGUST 2024

External broker reports(aggregated public sources), Sharekhan

Sharekhan

Sharekhan is India's leading broking house providing services from easy online trading, research to wide array of financial products. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>Biocon recently signed an exclusive licensing and supply agreement with Handok, a specialty pharmaceutical company in South Korea, for commercialisation of its vertically integrated, complex drug product, Synthetic Liraglutide.</li><li>Liraglutide is an injection in pre-filled pen, used to treat chronic weight management as an adjunct to a reduced-calorie diet and increased physical activity.</li><li>Biocon will undertake the development, manufacturing, and supply of the drug product, and Handok will be responsible for obtaining regulatory approvals and commercialization in the South Korean market.</li></ul>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.

Biocon recently signed an exclusive licensing and supply agreement with Handok, a specialty pharmaceutical company in South Korea, for commercialisation of its vertically integrated, complex drug product, Synthetic Liraglutide.Liraglutide is an injection in pre-filled pen, used to treat chronic weight management as an adjunct to a reduced-calorie diet and increased physical activity.Biocon will undertake the development, manufacturing, and supply of the drug product, and Handok will be responsible for obtaining regulatory approvals and commercialization in the South Korean market.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.

Biocon Ltd - GLP Product Launch a Big Opportunity

India

Biocon Ltd., is an integrated biotechnology enterprise with a presence in biopharmaceuticals, enzymes, custom research and clinical research. The Company's pharmaceutical products include statins, immunosuppressants and anti-diabetic drugs. Biocon also manufactures specialty enzymes and new enzyme applications besides providing clinical and custom research services.

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Biocon Ltd (BIOS IN)

Biocon - ‘VAI’ Status for Malaysian Site Provides Regulatory Boost

Biocon (BIOS) has received ‘Voluntary Action Indicated’ (VAI) status for its Malaysian site. With this, BIOS now has all critical sites for...

Motilal Oswal

Biocon Ltd - Weak Operational Margins

Reported revenue grew by 3.7% YoY and 4.6% QoQ, primarily driven by weak sales in the generics segment, while the biosimilars segment grew by 10.8%...

Axis Direct

Biocon Ltd - Weak Operational Performance

Despite flat overall results, biosimilars reported an 11% revenue growth YoY, and there was an improvement in gross margins by 100 basis points...

Axis Direct

Pick of the Week: Biocon Ltd. - 05 AUGUST 2024

Biocon Limited is an innovation-led, global biopharmaceutical company dedicated to enhancing affordable access to complex therapies for chronic...

Axis Direct

Biocon Ltd - GLP Product Launch a Big Opportunity

Biocon will undertake the development, manufacturing, and supply of the drug product, and Handok will be responsible for obtaining regulatory...

Sharekhan

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