Domestic sales improved in 2014, recovering from the slump in the 2013 caused by the market's reaction to the new drug pricing policy. In 2015, growth is expected to continue to be healthy, as the momentum continues and improving economic growth allow more spending on healthcare. Sun Pharma acquisition of troubled Ranbaxy helped it to become the leading Indian pharma company in terms of domestic market share. Sun's in-licensing of biologics from Merck also indicates, Indian companies willingness to advance its pipeline towards upper value chain. Though, US market remains the largest market for India generic exports, it is witnessing a slowdown in product approvals and channel consolidation which has impacted overall pricing and margin for the industry. The increase in audits by US FDA staff on the Indian plants of both multinationals and Indian companies have led to an increased number of issuance of warning letters. Indian Pharma companies are trying to diversify into other markets such as Brazil, Mexico, Venezuela and also in some East European markets to lower this growing dependency on the US.
Department of Pharmaceuticals (DoP), Ministry of Chemicals and Fertilizers, Government of India under ?Make in India' program has decided to declare the year 2015 as ?Year of Active Pharmaceutical Ingredients (API).' Under the ?Make in India' initiative, it is expected that the government will introduce many industry-friendly policies and incentives to give a major thrust to the growth of Indian bulk drug industry to make it a formidable force globally. State government of Telnagana has already announced many incentives for the bulk manufacturing units.
Indian companies are taking center stage in Complex Generics at US and EU markets. In Bio-similars, Indian companies will have perhaps the largest basket aimed at Emerging Countries in 2015-20 and later for Developed countries. Though few but is the beginning of NCE/mAb development by Indian companies is a sign of Indian Generics moving up in the chain. Biopharma/ biotech companies in India, S. Korea, China may have significant advantages of low-cost manufacturing, colossal markets, and healthy government support over potential peers from other regions. The cost barriers in the biosimilar market lead regulated marketed giants to tie up with Asian companies to gain access to these advantages and hedging their bets through a joint-venture strategy.
Aurobindo, Bincon, Cadila Healthcare, Caplin Point, Cipla, Drishman, Dr. Reddy's, Glenmark, Jubilant Life Science, Lupin, Natco, Orchid, Panacea Biotech, Shilpa Medicare, Stride Arco Lab, Sun Pharma,
Table of Contents
Aurobindo Pharma - Recovery so Far, So Good Strong Presence in US market - Channel consolidation has no Impact so far Acquisition of commercial operations in Western Europe from Actavis Domestic Business Antiretroviral (ARV) Business Table 1: Global Regulatory Filings
Biocon - Global Partnerships and Creating Further Value ofCRAMS -Future Drivers Near term Growth Drivers Long term growth Drivers R&D Partnership Update
Cadila - NCE, Bio-Similars, Transdermal and Complex Generics US remains the key growth driver NCE/NBE pipeline Table 1: Key transdermal products and timelines for filing and approval Table 2: colon targeted drugs -near to medium term growth driver of Cadila Healthcare
Caplin Point - Debt free Company With Strong Management - Latin America Investment Strategy will Provide Consistent Growth Formulation capabilities: Financial status: Export business: Contract Manufacturing
Cipla - Fresh Leadership to Start Delivering Results Soon! Solid Base to Enter ?Front-End' Marketing In Overseas Markets Capabilities in the Respiratory Area Initiatives to Bring Value to the Society Continue Table 1: Respiratory coverage Table 2: Strong manufacturing to cater to global markets Table 3: Wide technology platform base Table 4: Wide technology platform base
Dishman - High Potent/Onco CRAMS to API: Will These Strategies Work? India CRAMS - Challenges Faced New Initiative At Business Segments Figure 1: Crams business - value chain Table 1: Bulk API products - highly potent Table 2: Bulk API products
Dr. Reddy's - Onco Generics and Complex Formulation Are New Catalysts for Growth Rich Pipeline with ?difficult to make' products Positioned Well to participate in Biosimilars opportunities Russia/CIS - Momentum Continues: Figure 1: Varieties of formulations in pipeline Table 1: Expected new launches in next three years Table 2: Select products launched by Dr. Reddys in past three years Table 3: Leadership products in Russia Table 4: Growth of sales in Russia
Glenmark - Maturing NBE/NCE pipeline Visibility to increase in the next two years Buisness Segments Junivia Case India formulation USA Formulation Africa, Asia and CIS Region (ROW) Europe Formulation Latin America API Business Domestic Business Further Value Creation R & D pipeline Update
Jubilant Life Science - Integrated CRAMS Business - Financial Restructuring Unlikely Solve Key Issue Pharmaceutical Business De-growth to Impact Margin Life Science Ingredients margin is not very attractive! Geography wise Business and Long term Outlook
Lupin - A True Global Indian Company - Will Enter New Phase of Growth Solid Foundation in USA Japanese success story is likely to be continued: Increasing investments in R&D are strengthening the foundation: Chart 1: Lupin: business split for fy 03/14 Table 1: upcoming ftf opportunities Annexure 1: strategic initiatives and alliances in fy 03/14
Natco - Leveraging Chemistry, Formulation and IP Strengths - For US and India markets New Market Entry Leading oncology player in domestic market API Exports NCE pipeline CML Market position Key Oncology in Domestic Market to Value in Coming Years
Orchid - CDR in place but Lost Confidence on Management US Formulation Business, the Key Growth Driver, Strategy still a question? From the ANDAs list, we see four products, where Orchid has meaningful opportunity - Depends on the partner it chooses: Facilities Post Hospira deals: Table 1 :Cephalosporin API Us DMF List Table 2A: Us Antibiotic Consumption In Volume Table 2B: Cephalosporin's Consumption In Volume Table 3 : Key Andas And Competition
Panacea Biotech : CDR Approved: Turnaround Expected From Formulation Business Panacea has shown confidence in rebuilding the business through research and strategy Business Segments Review Indian Market Position International Markets Updates Strategic Alliances Joint Venture Partnerships with Global Companies Panacea Biotec Research Capabilities Formulation Platform technologies Developed Manufacturing Facilities- Regulatory Approval WHO and UNICEF Vaccine Business Update Table 1: NDDS Pipeline
Shilpa Medicare: A Leader in Oncology API, Expanding into Non-Onco, Peptides and Complex Formulations - US Market the Next Target! Acquisitions so far Table 1 : Select Key Oncology API And Their DMF Status Table 2: Select Non-Onco API And Their DMFStatus Table 3 : Select API Under Development
Stride Arcolab : Honeymoon Phase on- post Merger with Shasun Complementary Business- Shasun and Strides Malaria and HCV opportunity are future growth drivers-- Notable acquisitions with Stride Arcolab Biotech/Biosimilar- Long term Drivers- Stelis Biopharma Hedging Risk in biosimilar/biologics
Sun Pharma, : Largest Indian generic Company venturing into Biologic Innovation Domestic market - balanced portfolio, sustainable base Leadership in Domestic Oncology Market is Likely to be Maintained: Overseas Market Business Rest of the world formulation business: Acquisition & Collaboration and its impact on the company's growth Table 1: Domestic Chronic Disease Focused Portfolio Table 2 : Year Wise Approvals In The Us Table 3 : Therapy Wise Approvals In The Us Annexure 1 : History Of Creating Value By Executing Value Assets
List of Tables
Cadila : Table 1: Key transdermal products and timelines for filing and approval Table 2: colon targeted drugs -near to medium term growth driver of Cadila Healthcare Cipla : Table 1: Respiratory coverage Table 2: Strong manufacturing to cater to global markets Table 3: Wide technology platform base Table 4: Wide technology platform base Dishman Pharma: Table 1: Bulk API products - highly potent Table 2: Bulk API products Dr. Reddy's : Table 1: Expected new launches in next three years Table 2: Select products launched by Dr. Reddys in past three years Table 3: Leadership products in Russia Table 4: Growth of sales in Russia Lupin : Table 1: upcoming ftf opportunities Annexure 1: strategic initiatives and alliances in fy 03/14 Orchid : Table 1 :Cephalosporin API Us DMF List Table 2A: Us Antibiotic Consumption In Volume Table 2B: Cephalosporin's Consumption In Volume Table 3 : Key Andas And Competition Panacea Biotech : Table 1: NDDS Pipeline Shilpa Medicare : Table 1 : Select Key Oncology API And Their DMF Status Table 2: Select Non-Onco API And Their DMFStatus Table 3 : Select API Under Development SunPharma: Table 1: Domestic Chronic Disease Focused Portfolio Table 2 : Year Wise Approvals In The Us Table 3 : Therapy Wise Approvals In The Us Annexure 1 : History Of Creating Value By Executing Value Assets
List of Figures
Dishman : Figure 1: Crams business - value chain Dr. Reddy's : Figure 1: Varieties of formulations in pipeline Lupin : Chart 1: Lupin: business split for fy 03/14
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