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: Indian CRDMOs at a pivotal point, scale-up key
The Indian Contract Research, Development, and Manufacturing Organizations (CRDMO) market is poised to grow rapidly at a CAGR of ~13.4% over 2024...
190 Views
Laurus Labs - Beat on Earnings; Green Shoots Visible
Laurus Lab (LAURUS) significantly beat our earnings estimates in 3QFY25, led by a scale-up in the CDMO segment.Commercial supplies (including...
348 Views
Laurus Labs - In-Line Quarter; CDMO Traction to Pick up in 2HFY25
Laurus Lab (LAURUS) delivered largely in-line operational performance for 2QFY25. It witnessed an improving traction in the CDMO business, with a...
421 Views
Laurus Labs - Earnings in Line; Synthesis Business on a Strong Footing
LAURUS delivered an in line 4QFY22. Sales revived across API/Formulations (FDF) after a subdued 3QFY22. Momentum in its Synthesis business remains...
307 Views