US pricing erosion may resume
While pricing has stabilized recently, any reversal could pressure US margins and revenue growth.
AUROPHARMA / Q1-FY24 / risks
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Aurobindo Pharma · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Revlimid launch volume uncertainty
As a late entrant, Aurobindo's Revlimid volume share is expected to be lower than early entrants, limiting upside.
PLI Pen-G ramp-up delays
Management acknowledged that full ramp-up of Pen-G capacity may take time, with clarity only expected by February 2024.
Biosimilar revenue visibility low
Management declined to provide revenue projections for biosimilars, citing evolving market dynamics, indicating high uncertainty.