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India Pharma Outlook 2016

  • ID: 3638085
  • Report
  • March 2016
  • Region: India
  • 35 Pages
  • MP Advisors
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Growth from Exports and Domestic Getting Better along with Implementation of Policies under Make-in-India Policies

FEATURED COMPANIES

  • Aurobindo
  • Cadila Healthcare
  • Cipla
  • Dr. Reddy's
  • Lupin
  • Natco
  • MORE
2016 will be a crucial time for drug makers and consumers. During ‘Make-in-India’ week in Mumbai, the government highlighted many amendments and introduced new policies with an aim to make India a major hub for end to end drug discovery. To boost drug discovery, to promote manufacturing of certain drugs against life threatening diseases like AIDS, and to reduce India's dependence on China, the government has promised many incentives (exemption from excise duty or tax) and also plans to set up venture capital funds and cluster developments to strengthen pharma infrastructure and business.

Other developments or initiatives include:

i) The voluntary Uniform code of Pharma marketing practice will be replaced with a mandatory code by June. This will stop the promotion of drugs prior to receipt of the marketing approval and also the practice of drug makers offering gifts to doctors upon prescribing their products

ii) Concept of the ‘Online pharmacies’ is also expected to be implemented during this year

iii) Change in FDI rule where investors now invest through automatic route rather than undergoing any prior regulatory approval

iv) Growth in Medical Infrastructure which will increase accessibility to drug market to improve in Tier-II towns and rural areas.

Gowth in bulk drugs declined due to regulatory scrutiny and rising competition & market factors from other Asian competing nations, but it will be compensated by geographies expansion (e.g., Lupin, Cipla, Sun pharma) and sustainable growth from the domestic formulation (e.g. Alkem, Cipla, Sun pharma, Dr Reddy), mainly from the chronic diseases’ segment, due to growth in urban population, better awareness of healthcare, and greater penetration of services. India's pharma sector has started expanding into other regulated markets (Japan, Germany, France, Canada) and Tier-II countries (Brazil, Mexico, Venezuela, Russia, etc.). To explore further opportunities of growth, Indian pharma companies have started developing complex generics/ biosimilars. Almost all companies, among Top-20 list, have robust pipeline in this value chain, targeting primarily emerging markets; however, they are also capitalizing on their competitiveness and capabilities to enter into the regulated market.
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Note: Product cover images may vary from those shown
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FEATURED COMPANIES

  • Aurobindo
  • Cadila Healthcare
  • Cipla
  • Dr. Reddy's
  • Lupin
  • Natco
  • MORE
1. Aurobindo Pharma - US BUSINESS AND INJECTABLES KEYS TO GROWTH - Looking to strengthen in other regions
Table 1 : Aurobindo Pharma : GLOBAL REGULATORY FILINGS
Table 2 : Aurobindo Pharma KEY ANDAs APPROVAL IN 1H16

2. CADILA HEALTHCARE LTD : Future growth from NCE, Bio-Similars, Vaccines, Transdermal and Complex Generics
- US REMAINS THE KEY GROWTH DRIVER FOR CDH
Table 1 Cadila Healthcare Ltd.
- KEY TRANSDERMAL PRODUCTS
- ONGOING STUDIES OF LIPAGLYN IN NASH
- Clinical Data in NASH so far
- Clinical Data in NASH so far

3. Cipla Ltd : Consolidation of Recent Acquisitions + Geographic Expansion of the Inhaler Business
Figure 1 Cipla Ltd.
- GENERIC NEXIUM’S MARKET SHARE TREND
Table 1 Cipla Ltd.
- INVAGEN’S SELECT PARA IV OPPORTUNITIES
Table 2 Cipla Ltd.
- INVAGEN: HIGHEST MARKET SHARE PRODUCTS - TOP 5
- Annexure : Cipla Ltd.
- INVAGEN’S CURRENT PRODUCTS
- DR REDDY’S LAB : Near-term Growth Muted: Strong Competition to Launched Products + No Significant Approvals + Remediation Costs related to FDA’s WL
Figure 1 Dr. Reddy’s Lab
- PENDING ANDAs(76) BY DOSAGE FORM& SELECT OPPORTUNITIES
Table 1 Dr Reddy’s Ltd.
- FACING COMPETITION IN US: MARKET SHARE OF KEY INJECTABLES
Figure 2 Dr. Reddy’s Lab
- AURIGENE: INTERNAL PIPELINE
- ANNEXURE : Key highlights of the warning letter

4. LUPIN LIMITED :Potential of Complex Generics and Gavis Integration Yet to Unfold
Table 1 Lupin Limited
- NET SALES MIX: 2QFY16
Figure 1 Lupin Limited
- COMBINED ENTITY: LUPIN + GAVIS
Figure 1 Lupin Limited
- COMBINED ENTITY: LUPIN + GAVIS
Figure 2 Lupin Limited
- INCREASED COMPETITION LED TO DECLINED MARKET SHARE IN US
Table 2 Lupin Limited
- US APPROVALS IN 9MFY16
Table 3 Lupin Limited
- US: SELECT UPCOMING ANDAs OPPORTUNITIES
- Annexure I Lupin Limited
- 2QFY16: SALES BREAKUP, GEOGRAPHY-WISE
- Annexure III Lupin Limited
- COMBINED CAPABILITIES: GAVIS + LUPIN

5. NATCO PHARMA : Leading Oncology Company In India - Targeting US market with less competitive and high complex Drugs
Table 1 NATCO Pharma
- KEY ANDAs PIPELINE
Note: Product cover images may vary from those shown
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- Aurobindo
- Cadila Healthcare
- Cipla
- Dr. Reddy's
- Lupin
- Natco
Note: Product cover images may vary from those shown
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Note: Product cover images may vary from those shown
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