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
67%
Numeric claims
0
Consistency
—
Question ledger
Ananthi Garai · HSBC
partialWe have over 70% market access with the payers in the U.S. at the beginning of the start. ... We haven't really been able to state that directly yet as we're trying to work with physicians in pulling it through, but we have over 100 million lives that are covered in the U.S.
Ananthi Garai · HSBC
directThe pricing situation remains stable. ... So the pricing remains stable at this point as we go through the rest of the year. We don't see much changes in compression in the price points and the net selling price going forward.
Ananthi Garai · HSBC
partialOn the Bevacizumab, we're ramping up as we speak. ... you'll be seeing that sometime in the first half year of a launch. As you know, with Aspart, we're still waiting on approval, but we're bullish on expectations of having that approval here in the first half and be ready to launch.
Ananthi Garai · HSBC
directNet debt is about $1.1 billion as at 31st March. ... Inventory, in fact, has come down dramatically compared to last year. The net inventory as at 21st March is about $390 million. ... March 2024 DIO ... was in excess of 400. As at March 2025, as I said, it's lower than 280.
Neha Manpuria · Bank of America
directAs you start looking at the IQVIA data, you'll start seeing sales already. They've started. ... The expectations you'll start seeing immediately in the information that you can see in the data in IQVIA, and we expect that market share to continue as the Innovator Stelara is not covered as we go through the remainder of the calendar year.
Neha Manpuria · Bank of America
partialI think as the launches do come in, the incremental gross margin on those launches is going to be higher than the existing business. Some kind of operating leverage as well as gross margin improvement is expected. We're not giving the guidance, but directionally, you are right.
Neha Manpuria · Bank of America
evasiveActually, yeah, you should adjust for the licensing income that we had got last year, Neha. ... If you adjust for some of those items, then you'll get an adjusted EBITDA growth, which will look quite healthy.
Neha Manpuria · Bank of America
directLaunch in Europe is planned in the second quarter... As far as the U.S. is concerned... we have a target action date during the second half of this calendar year. ... As far as the generic Revlimid is concerned... revenues will be lumpy before the market opens up in January 2026.
Harith Ahmad · Avenda Spark
partialThe idea was to see how we can get product close to customers as much as possible. ... initial supplies to make sure that they register the product with the agency would start during the year. Once they have the approvals in place, you would see much more of this starting to realize as they commercialize it.
Surya Patra · PhillipCapital
evasiveWe've not specifically disclosed contractual agreements and understandings with our customers. ... I would say on both counts, we are at a place where we have certainty of when and where the product will be launched.
Pratap Gupta · Alliance Fund
directWe have intent to raise INR 4,500 crore through a combination of QIP and private placement... We expect to complete the first tranche... by middle of June. Proceeds... will primarily be used to meet these obligations.
Nitin Agarwal · DAM Capital
directWe've launched Stelara biosimilar... Bevacizumab... Aspart... Aflibercept... Denosumab... These are the five products we expect to launch in that 12-18 month window.
