MONTHLY DOSE MARCH 2019reports.progressiveshares.com/ResearchReports/ER_0204201924201999b2.pdf · Suven announces the asset purchase agreement of Rising Pharmaceuticals through its

MONTHLY DOSE

MARCH 2019

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Aurobindo Pharma acquires 7 oncology products from US-based firm

Cipla launches generic cinacalcet hydrochloride tablets in US

SEBI asks Sun Pharma to explain alleged fund diversion of Rs42,000cr

Abbott fined Rs96lakh for profiteering from GST

Biocon gets 6 observations from USFDA after inspection of its Bengaluru plant

Alembic Pharma shutdown operation at Samardung South Sikkim

Suven announces the asset purchase agreement of Rising Pharmaceuticals

through its joint venture partner, Shore Suven Pharma Inc.

USFDA issues warning letter to Jubilant Life for Roorkee facility

Cipla arm completes acquisition of stake in Wellthy Therapeutics

USFDA concludes inspection of Unichem Lab's Ghaziabad facility

Dr. Reddy’s wants Indivior to pay USD70mn for Opioid delay

Biocon biosimilar plant criticized again by the FDA

Pfizer’s oncology biosimilar Trazimera receives USFDA approval to treat HER2

overexpressing breast cancer

Piramal Ent launches generic version of Amgen's top selling Sensipar in US

HitGen and SPARC enter innovative drug discovery research collaboration

Sun Pharma hikes stake in Russia's PJSC Biosintez to 96.96%

Aurobindo received EIR for Unit-4 facility

US drug regulator flags concerns over Lupin's Mandideep Unit-1, blocks new

approvals

USFDA classifies Lupin's Somerset facility as 'Official Action Indicated'

Jubilant Cadista Pharmaceuticals recalls over 5,700 bottles of anti-depressant

drug from US

Lupin launches Fluocinonide Ointment USP in the US

Suven Life Sciences secures product patents in Eurasia, Europe, South Korea

and Sri Lanka

Strides receives USFDA approval for greenfield oral dosage facility in singapore

USFDA Inspection completed at Alidac Pharmaceuticals, subsidiary of Cadila

Dr. Reddy's Laboratories said it has launched Tadalafil Tablets

Lupin's Pune Biotech facility receives EU GMP clearance

Strides Pharma’s board approves divestment of Australia business

Lupin launches generic Levothyroxine Sodium Tablets USP

USFDA asks Alkem to withhold manufacturing of a product at St Louis facility

Glenmark Pharma gets 5 observations from USFDA for Goa plant

Dr. Reddy’s Hyderabad Unit receives no observation under form 483

Sun Pharma receives 483 for Baska facility, co says responded to USFDA

Lupin & YI Biologics receive PMDA approval for Etanercept in Japan

Wockhardt in talks with private equity cos to raise USD300mn

Cadila’s arm receives 1 observation from USFDA for Ahmedabad plant

For Cipla, USFDA issued 8 GMP observations and 10 observations pertaining to

the PAI for a novel technology product slated for approval beyond 2024 while

inspecting Kurkumbh plant

Government plans to colour code generic drugs

Price hikes continue to drive Pharma sales in India

Ayushman Bharat on way to become world's largest free healthcare scheme

Indian Pharma Market grew by 10% in February to Rs10,762cr

FDA approves generic valsartan amid drug shortage

Baring set to acquire health tech co AGS in Rs2,230cr deal

USFDA accepts Allergan's NDA for ubrogepant for acute treatment of migraine

Industry

Company

Global

News for the Month

Source: Media Reports and Company Press Releases

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Company API Strengths Indications Brand (Company) Mkt Size

Laurus labs Abacavir, Dolutegravir, &

Lamivudine tabs

600mg/50mg/

30mg

Treating HIV Triumeq (ViiV Healthcare) -

Cadila

Healthcare

Sitagliptin & Metformin

Hydrochloride

ER tabs

50mg/500mg, 50mg/1,000mg

&100mg/1,000mg

Management of type 2 diabetes Janumet XR (Merck) -

Company API Strengths Indications Brand (Company) Mkt Size

Wockhardt Abiraterone acetate 250mg Treat Prostate Cancer Zytiga (J&J) USD1.26bn

Glenmark

Pharma

Telmisartan & Hydrochlorothiazide

tabs

40mg/12.5mg, 80mg/12.5mg &

80mg/25mg

Treat hypertension Micardis HCT tabs

(Boehringer Ingelheim)

USD40.6mn

Cadila Rivastigmine

Transdermal System

4.6mg/ 9.5mg/

13.3mg/24hrs

Treatment of dementia Exelon patch (Mylan) USD214mn

Cadila Rosuvastatin tabs 5/10/20/40mg Reduce cholesterol by the liver Crestor (Astrazeneca) -

Lupin Imatinib Mesylate 100/400mg Treat certain types of cancer Gleevec (Novartis) USD655mn

Alembic Pharma Clobetasol

Propionate Ointment

0.05% Treat various skin disorders Temovate Ointment

(Glaxo Wellcome Inc.)

USD63mn

Lupin Atorvastatin

Calcium tabs

10/20/40/80mg Lowering cholesterol Lipitor (Pfizer) USD696mn

Laurus labs Hydroxychloroquine 200mg Treatment of malaria Plaquenil (Concordia ) USD215.3mn

Cadila Atenolol &

Chlorthalidone tabs

50mg/25mg &

100mg/25mg

Treat high blood pressure Tenoretic (Astrazeneca) -

Cadila Potassium Chloride

ER capsules

8mEq (600mg) &

10mEq(750mg)

Mineral supplement to treat/prevent

low amounts of potassium in blood

Potassium Chloride ER

Capsules (Actavis Labs)

USD75.4mn

(June 2016)

Unichem Allopurinol tabs 100/300mg Treatment for leukemia, lymphoma

and malignancies for cancer therapy

Zyloprim (Casper

Pharma)

-

Glenmark

Pharma

Clindamycin &

Benzoyl Peroxide Gel

1%|5% Topical treatment of acne vulgaris BenzaClin Gel (Valeant) USD99.4mn

Cadila Valsartan and Hydrochlorothiazide

tabs

80mg/12.5mg, 160mg/12.5mg,

160mg/25mg,

320mg/12.5mg, &

320mg/25mg

Treat high blood pressure Diovan HCT -

Cadila Acyclovir Ointment 5% Antiviral drug Zovirax (GSK) USD92mn

Alembic Pharma Azelastine Hydrochloride

Ophthalmic Solution

0.05% Treat allergic conjunctivitis Optivar Ophthalmic

Solution (Mylan)

USD8.5mn

Cadila Lurasidone

Hydrochloride tabs

20/40/60/80/120

mg

Treat mental disorders Latuda (Sunovion

Pharmaceuticals)

USD3217mn

Caplin Point labs Glycopyrrolate

injection

0.2mg/ml (in

1/2/5/20ml vial

Glycopyrrolate is an anticholinergic

drug

Robinul (West-Ward

Pharmaceuticals)

USD110mn

Lupin Sildenafil tabs 25/50/100mg Erectile dysfunction Viagra (Pfizer) USD611mn

Cadila, Lupin,

Unichem

Tadalafil tabs 2.5/5/10/20mg Erectile Dysfunction Cialis (Eli Lilly) USD1780mn

Cadila Ambrisentan tabs 5/10mg Treat high blood pressure Letairis (Gilead Sciences) USD943mn

Tentative ANDA Approvals:

Final ANDA Approvals:

Source: Media Reports and Company Press Releases

Source: Media Reports and Company Press Releases

BSE Health Care Index Price Performance

Companies

Price

Chg (%)

1 M 6 M 12 M

Aarti Drugs Ltd 640 8.1% 17.2% 26.4%

Abbott India Ltd 7297 -9.4% -6.2% 33.9%

Ajanta Pharma Ltd 1030 0.6% -2.9% -26.7%

Alembic Ltd 42 3.8% 0.2% -20.7%

Alembic Pharmaceuticals Ltd 531 -10.8% -15.1% -3.5%

Alkem Laboratories Ltd 1752 -7.2% -14.5% -11.4%

Apollo Hospitals Enterprise Ltd 1221 -7.8% 17.1% 14.9%

AstraZeneca Pharma India 1998 24.5% 26.9% 115.7%

Aurobindo Pharma Ltd 786 0.0% 5.7% 41.0%

Biocon Ltd 611 -5.8% -11.6% 2.8%

Bliss GVS Pharma Ltd 180 15.0% 1.8% -7.9%

Cadila Healthcare Ltd 347 8.6% -10.3% -8.5%

Caplin Point Laboratories Ltd 402 10.7% -2.4% -29.8%

Cipla Ltd 529 2.5% -19.0% -2.6%

Divi's Laboratories Ltd 1703 13.2% 30.1% 56.3%

Dr Reddy's Laboratories Ltd 2774 1.9% 9.6% 33.2%

Dr. Lal PathLabs Ltd 1055 -2.1% 10.4% 20.5%

Eris Lifesciences Ltd 644 3.2% -10.9% -19.0%

FDC Ltd 168 1.9% -21.8% -33.5%

Fortis Healthcare Ltd 136 0.6% 0.6% 10.0%

GSK Pharmaceuticals Ltd 1300 -7.8% -10.0% -37.7%

Glenmark Pharmaceuticals Ltd 646 -0.9% 2.1% 22.5%

Granules India Ltd 114 25.5% 20.1% 10.4%

Gufic Biosciences Ltd 76 -9.4% -33.8% -29.7%

HealthCare Global Enterprises Ltd 215 9.7% -0.3% -26.5%

Hester Biosciences Ltd 1545 25.7% 43.8% -3.7%

Hikal Ltd 175 14.6% 9.2% -14.8%

Indoco Remedies Ltd 203 9.6% 4.9% -3.8%

Indraprastha Medical Corp. Ltd 38 -1.9% -3.4% -20.6%

IOL Chemicals and Pharma Ltd 190 -5.9% 57.8% 139.4%

IPCA Laboratories Ltd 983 27.2% 45.9% 50.0%

J.B. Chemicals & Pharma Ltd 360 15.1% 22.9% 16.3%

Jubilant Life Sciences Ltd 664 -5.6% -9.2% -20.9%

Kopran Ltd 42 -4.6% 4.4% -24.6%

BSE Health Care Index Price Performance

Companies

Price

Chg (%)

1 M 6 M 12 M

Laurus Labs Ltd 400 8.1% -7.1% -20.5%

Lincoln Pharmaceuticals Ltd 213 12.3% -9.8% 1.1%

Lupin Ltd 739 -16.0% -17.9% 0.4%

Mangalam Drugs and Organics Ltd 55 -15.7% -23.7% -66.0%

Marksans Pharma Ltd 25 -2.9% -15.5% -21.5%

Medicamen Biotech Ltd 485 17.6% 5.0% -18.6%

Merck Ltd 3674 11.4% 42.5% 144.2%

Morepen Laboratories Ltd 17 -13.5% -25.3% -44.1%

Narayana Hrudayalaya Ltd 214 13.3% -12.4% -23.3%

Natco Pharma Ltd 572 -17.3% -23.5% -24.2%

Nectar Lifesciences Ltd 17 -6.3% -23.8% -35.3%

Neuland Laboratories Ltd 674 27.5% 0.1% -4.6%

Novartis India Ltd 686 -5.4% -8.2% 12.0%

Opto Circuits India Ltd 8 -3.4% -10.2% 4.7%

Panacea Biotec Ltd 198 32.0% 15.1% -25.8%

Pfizer Ltd (India) 3321 9.8% 11.5% 51.9%

Piramal Enterprises Ltd 2755 35.6% 19.6% 12.9%

Poly Medicure Ltd 217 -1.2% 0.9% -13.2%

RPG Life Sciences Ltd 248 15.1% 4.1% -35.2%

Sanofi India Ltd 5835 -9.7% -7.3% 13.0%

Shalby Ltd 129 -3.5% -4.6% -

Shilpa Medicare Ltd 340 -10.5% -16.2% -26.8%

SMS Pharmaceuticals Ltd 62 -7.4% -0.6% -15.5%

Strides Shasun Ltd 472 2.3% 8.7% -29.8%

SPARC Ltd 192 22.0% -44.0% -49.3%

Sun Pharmaceutical Industries Ltd 479 12.6% -23.1% -3.3%

Suven Life Sciences Ltd 261 35.3% -3.4% 55.5%

Syngene International Ltd 588 1.4% -1.4% -0.1%

Thyrocare Technologies Ltd 531 -2.9% -17.7% -11.8%

Torrent Pharmaceuticals Ltd 1952 7.4% 18.3% 56.4%

Unichem Laboratories Ltd 195 -4.3% -0.6% -32.0%

Vimta Labs Ltd 200 -24.1% -24.7% 13.9%

Vivimed Labs Ltd 23 -6.8% -51.1% -67.1%

Wockhardt Ltd 443 0.4% -18.2% -39.0%

Source: BSE website; All prices are as on 29th March 2019

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Source: BSE website; All prices are as on 29th March 2019

NIFTY PHARMA COMPANIES

Company

Price

(Rs)

Mcap

(Rsmn)

Chg (%)

1 M 6 M 12 M

Aurobindo Pharma Ltd 786 460523 -0.04% 5.7% 41.0%

Biocon Ltd 611 366600 -5.8% -11.6% 2.8%

Cadila Healthcare Ltd 347 354829 8.6% -10.3% -8.5%

Cipla Ltd 529 426150 2.5% -19.0% -2.6%

Divi's Laboratories Ltd 1703 452146 13.2% 30.1% 56.3%

Dr. Reddy's Laboratories Ltd 2774 460262 1.9% 9.6% 33.2%

Glenmark Pharmaceuticals Ltd 646 182154 -0.9% 2.1% 22.5%

Lupin Ltd 739 334134 -16.0% -17.9% 0.4%

Piramal Enterprises Ltd 2755 496600 35.6% 19.6% 12.9%

Sun Pharmaceutical Industries Ltd 479 1149876 12.6% -23.1% -3.3%

Source: NSE website, Company Research; All prices are as on 29th March 2019

Nifty Pharma Index Vs. Nifty Index

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