Biocon · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
54%
Numeric claims
0
Consistency
—
Question ledger
Neha Manpuria · Bank of America
evasiveAs you know, at this point, we are evaluating all the options available to us, and certainly, appeal is one of the options that we are looking at. We are confident about the position that we've got, and as we progress this, we will update you on the next steps.
Neha Manpuria · Bank of America
partialI think the new products are awaiting inspection at site. There's been good progress on that. But until then, certainly, we are going to look at growing the business through existing products, and that will come from increased market share.
Neha Manpuria · Bank of America
evasiveI wish I had a more firmer answer for this. ... we are at a point where we are awaiting the FDA to come on site and inspect us, and we should be able to move this forward. There is no outstanding question on the science.
Neha Manpuria · Bank of America
partialClearly, we've identified strengthening the balance sheet and debt reduction as a priority. As I said earlier, we've reduced that by $200 million in the quarter. It will remain a focus. ... we'll be working our way to reduce that over the coming quarters.
Damayanti Kerai · HSBC
directThis business continues to have pricing pressures, which we're seeing uptake in addition to volume in which we're winning in our Fulphila and our Ogivri. ... On Adalimumab, we are seeing wins. We're seeing them steadily progress. It's about 10% of the total U.S. lives.
Damayanti Kerai · HSBC
evasiveThe Malaysia facility is now awaiting reinspection from the FDA. We have been actively engaged with the FDA and discussing with the agency on a number of occasions. We are patiently waiting for them to arrive for the inspection. We're ready.
Surya Patra · PhillipCapital
partialSee, there are two, three adjustments you need to make before you compute steady-state PBT margins. ... if you make these adjustments, you will get to something which is more steady-state, and that will give you an appropriate idea as to the margin profile.
Surya Patra · PhillipCapital
directI think the broad answer to your question is yes. I mean, it's very clear that the market for Adalimumab is not going to open up in a big way in calendar 2024, and the expectation is that that will happen in a more structured fashion in calendar 2025.
Shyam Srinivasan · Goldman Sachs
directWe continue to see progress, nice progress, with our market access with insulin Glargine. ... we have one and secured two large payers that started 1/1/2024. ... we are absolutely planning to move forward. We defend our portfolio in other areas.
Shyam Srinivasan · Goldman Sachs
directWe are looking at double-digit growth. Unfortunately, in FY 2024, that looks unlikely. ... we should be able to get back to the mid-teens kind of growth level in the next fiscal.
Shyam Srinivasan · Goldman Sachs
partialClearly looking at the balance sheet is a focus ... we've reduced acquisition-related debt in BBL by $200 million. We want to reduce it further, and we will be looking at a range of options. Clearly, cash flow will be one from the operations.
Tushar Manudhane · Motilal Oswal
partialWe see opportunity in the existing products growing through market share. ... we would look to see a twofold strategy there. One is to penetrate the couple of countries that we are present in with more products. And second is to see if we can widen our reach.
