![]() Next year will see 10 approvals and launches. They filed 3 ANDAs and got 5 tentative approvals. During concall, management said that they launched 5 products in 9 months and 2 more will happen in Q4. On USA- company has 77 products under development. Management mentioned that they are planning to consolidate and digest the recent acquisitions, but at the same time they mentioned that they are always looking for opportunities. Lets see if they can do the same for 120 brands of Unichem. Regestrone acquired from Novartis has shown god y-o-y growth in 2017. Chymoral has gone up from 77 to 144cr in same period. Shelcal sales have gone up from 195 in 2014 to 333cr in 2017. They have been successful at integrating 30 brands from Elder and 2 from Novartis. ![]() The highlight of the presentation is the acquisition lead growth strategy. Not sure what is the strategy of filing for some of the very competitive molecules with already 10 or more torrent onco environmental report analysis.xlsx (12.1 KB) Torrent is targeting some ophthalmic and gynac launches too. I have also added which molecules are common between alembic, shilpa and torrent (not a lot in common currently).Īlembic and Shilpa filings I have used the FDA DMF list.Ħ. ![]() Because in generics timing does matter (when you launch), it is not certain whether they will launch in first to files or later (after juice is out). Torrent is mostly targeting many big molecules (many are 1b USD+) in onco as per environmental filings. The difference between alembic and torrent is that alembic does the API for many of the molecules.Ħ.I have gone thro environment clearance report for the onco facility and have attached pipline analysis It should be ready by mid CY2018 (total capex is 1500cr including onco for next 3 years)ģ Torrent is increasing up the filings with external R&D and CMOĤ Point 1,2 and point 3 are very similar like alembic (even the timing look somewhat similar).ĥ. I was going thro’ environmental report of Torrent oncology facility coming up some time back.ġ Torrent is increasing filings next year (fy18 to around 20) concentrated towards derma, opthal and oncologyĢ.New oncology facility is also coming up near Ahmedabad.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |