Cipla · 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
33%
Numeric claims
0
Consistency
—
Question ledger
Kunal Dhamesha · Macquarie
partialLaunched partially in Q1. We've not launched, the Q1 does not reflect the full momentum of the launch. For Nilotinib and NanoPaclitaxel...
Kunal Dhamesha · Macquarie
directYeah. That's largely out of our pipeline opportunity. We believe that our pipeline should hopefully get us closer or surpass that...
Kunal Dhamesha · Macquarie
evasiveI believe our partner has made a disclosure, and I think the product name is, it's in supportive therapy... It's not a first launch by any player. There are many other players in this category.
Kunal Dhamesha · Macquarie
partialThe impact of the seasons being a little different... respiratory season did not really take off as much... We also strategically aligned our team to further our growth of our triples combination.
Tushar Manudhane · Motilal Oswal Financial Services
evasiveIt's a little indeterminate. It depends on when Revlimid, the impact of Revlimid... we are sticking to what we said at the beginning of the year for an overall US trajectory and growth.
Damayanti Kerai · HSBC
directYes. We have done double filings for most of our products from a risk management perspective on the respiratory side. Yes, generic Adcock Ingram, it will obviously, the way we're looking at it, maybe an H2 launch in this year.
Surya Narayan Patra · PhillipCapital
partialWe've been on the path of this recovery for almost now, I think, about 12, 13 months or so. Our share had dropped about a year back, and then after that, we have consistently gained the market share. Yeah, it's just maximizing the supplies that we have.
Surya Narayan Patra · PhillipCapital
evasiveThe entire GLP-1 category is more important than just looking at individual products... We are playing a mix and hybrid strategy. At places we are filing, at places we have our own product, as well as we've also got a product from partner's value chain as well.
Neha Manpuria · Bank of America
partialThe growth should have been higher. I think when we isolate the problem... respiratory and acute is almost 59%-58% of the total mix. Unfortunately, this quarter, they have both grown at 4%-5% level.
Neha Manpuria · Bank of America
declinedWe are a little early for us to give guidance for next year. Closer to the year-end... we'll be in better position to do that.
Bino Pathiparampil · Elara Capital
evasiveYour launches will come at different timelines. So it's difficult to say in terms of timelines. We have plans for all our launches that are coming in will make up for the revenue loss... That will happen in a short to medium term.
Saion Mukherjee · Nomura Securities
evasiveI can't give you a ballpark sort of an estimate. I can tell you that the market is big enough to accommodate perhaps more vials than what we can produce.
