Zydus Lifesciences - Guided for 2-3 High Value Launches in US over FY27/28
The stock price has corrected by ~25% over last 3 months on account of concerns of high product concentration risk, incremental competition in...
237 Views
Zydus Lifesciences: High Base to Keep EPS Muted, Specialty Growth Key. Maintain ADD
Zydus Life has corrected over 25% from its 52-week high in the last 2-3 months, due to (1) competition in gAsacol HD (Teva, launched in Sep ’24)
293 Views
Indegene Lockup Expiry - US$1bn+ Lockup Release, Some Could Look to Book 3x Gain
Indegene Limited (1864095D IN) was listed in India on 13th May 2024 after raising US$221m. Its six-month lockup will expire on 5th Nov 2024.
440 Views
Sun Pharmaceutical (SUNP IN): Q2 Result Beats Estimate; Specialty Business to Face Growth Challenge
​Sun Pharma Q2FY25 net profit was up 28% YoY on 11% revenue growth. FY25 R&D investment guidance cut due to deferred clinical trials. Specialty...
352 Views
Torrent Pharmaceuticals (TRP IN): Domestic Business Drives Q2 Result; Margin Expansion to Continue
​Torrent Pharmaceuticals reported 17% YoY increase in net profit on 9% YoY revenue growth and expanding EBITDA margin in Q2FY25. Going ahead, the...
453 Views