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
83%
Numeric claims
5
Consistency
contradicted
Question ledger
Saion Mukherjee · Nomura Securities
directthe internal growth estimates for the branded prescription and the generic business are well over 11%. If you take out the acquisition, I think you have to take out from last year, we had a certain tender position in one of the products we had won, and that's basically replaced by the acquisition we've made.
Saion Mukherjee · Nomura Securities
directcombination of two things. One is, you must have noticed the improvement in your gross margin, which is flowing through to your EBITDA. And there is some bit of operating leverage that exists. If you're comparing to just previous quarter, the previous quarter had some recall costs sitting out there, of albuterol that we had talked about.
Tushar Manudhane · Motilal Oswal Financial Services
partialI'm sorry, we can't give that detail due to the competitive nature of the product. ... the market size of that product could be, you know, anywhere upwards from $300 million-$400 million.
Tushar Manudhane · Motilal Oswal Financial Services
directYes, you could, you could expect that, yes, it would, it would be a para four filing.
Tushar Manudhane · Motilal Oswal Financial Services
directI think we are guiding to 220-225 as a sustainable range, at least for the next quarter, going forward.
Aman Vij · Astute Investment Management
partialI think we will do sema. We definitely have plans for the oral version of the product. And if required, and based on our current understanding, if the market is there for an injectable, we will hopefully also try and introduce a product there.
Kunal Dhamesha · Macquarie
directNo. So it does contribute to the improvement, but it's a mixed bag in U.S. On certain cases in U.S., we've got volume improvement. ... Overall, the gross margin improvement is on account of a price, like I said, in India as well as in select products.
Kunal Dhamesha · Macquarie
directthe shortage situation, until there are new capacities that come up, will probably continue. ... At least for those product families, we are not seeing price erosion.
Damayanti Kerai · HSBC
evasiveDepends on the review cycle at the FDA. ... it's difficult to predict, but we are hoping that, you know, this comes as soon as it can.
Damayanti Kerai · HSBC
directabout over 70%-75% of our pipeline in the U.S. today is differentiated. ... EBITDA for different, overall U.S., if you see, right, it is above the company average, EBITDA margin today.
Neha Manpuria · Bank of America
directit's basically increased, slight increase in our albuterol shares, slight increase in the share of a few other product families. Also the share increase in Lanreotide.
Neha Manpuria · Bank of America
directthe sustainable margins, the way we see it in this quarter, is in the range of 24%-25%. ... this quarter is very different. Hardly any anti-infective, and we know that there is some amount of anti-infective that comes in the winter months.
