Top Conviction Ideas - âPharmaceutical & Hospitalsâ - Q4FY25 Pharma Review
The pharmaceutical universe under our coverage reported Q4FY25 growth of 12.3% YoY and 2.3% QoQ, driven by strong growth in the India business...
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Axis Top Picks for the Month of June 2025
The Axis Top Picks Basket delivered a return of 15.3% in the last three months against the 11.9% return posted by the Nifty 50, outperforming the...
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HSIE Results Daily: Lupin, Hitachi Energy, Berger Paints, Apollo Tyres
Lupin: EBITDA was up 30% YoY, led by 11% YoY sales growth (US: +4% QoQ, India +7% YoY) and higher GM (+197 bps YoY), which was partly offset by...
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Pharmaceuticals: US to cut Rx drug price, no impact on generics
The US president Donald Trump signed an âExecutive Orderâ (EO) to bring the prices for prescription (Rx) drugs in line with other developed nations
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Pharmaceuticals: Lupin/Zydus lost Myrbetriq patent case in district court
Lupin and Zydus received unfavourable opinion in Mirabegron (gMyrbetriq) patent litigation (against Astellas Pharma) from the District court of...
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