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Latest From Anju Ghangurde
Cipla, which expects to enter the US albuterol inhalation market later this year, believes that it has the cost competitiveness to price “significantly lower” than competition and take a “fair share” of a market that recently saw the arrival of authorized generics.
Lupin’s management refer to multiple indicators suggesting the US generics segment is stabilizing. But traction for some key launches, delivering on pipeline promise, including in the inhalation space, and resolution of compliance issues could hold the key to lifting investor sentiment.
Pricing pressure in Japan is expected to weigh significantly on growth even in the generics segment, putting the focus on manufacturing and R&D efficiencies to sustain progress in this market, according to senior Lupin executives.
Dr Reddy’s had a generally positive Q4 but a slow ramp in some products in the US and potential delays in anticipated launches there are among the challenges that appear to have jaded investor outlook. Management commentary, though, was optimistic, with around 30 launches lined up for the US, a China/India thrust and M&A staying an important cog for growth.
Basilea’s Cresemba appears on course to a debut in India and partner Pfizer expects the novel antifungal to bolster its existing portfolio in the segment. Pricing of the product will be keenly watched.
Two years after its first big Navacim-based tie-up with Novartis, Parvus could earn beyond $800m in autoimmune R&D pact with Genentech. Iconic licenses ADC tech from Zymeworks, then out-licenses lead candidate to Exelixis.