Damayanti Kerai · HSBC
partialAbraxane launch timeline if Goa clearance delayed
it depends on the clearance of Goa, right? And I think, from the time of the clearance, the clock starts pretty much for this product.
CIPLA / Q2-FY25 / claim-ledger
Audit the questions that mattered.
Cipla · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
79%
Numeric claims
5
Consistency
mixed
Question ledger
What was answered, and how?
Damayanti Kerai · HSBC
directLanreotide supply issues and resolution timeline
I think there are two things that are happening. One is, as we are expanding capacity... Some part of it is also that, you know, that there was, there is more demand than we anticipated.
Anubhav Agarwal · UBS
directConfirmation that lanreotide supply issue is not external
the issue is not a supply chain-related issue in terms of material or anything. The issue is linked completely to the partner's production.
Anubhav Agarwal · UBS
partialRevenue impact of lanreotide supply issue in Q3
we are gonna see a fairly reduced number on lanreotide for quarter three. And I think, you know, yeah, it could be lower than the 220 mark.
Anubhav Agarwal · UBS
declinedGeneric Revlimid QoQ sales comparison
We don't give guidance on lenalidomide sales because of the contract that we have with them.
Ameya Kalelkar · JM Financial
directSustainability of Africa revenue run rate
No, we can assume this to be the base. There will be no degrowth, I would say.
Surya Narayan Patra · PhillipCapital
directReason for sequential decline in US sales
One is definitely Lanreotide, right? ... the real trend line for the U.S. business was between 230 and 240.
Neha Manpuria · Bank of America
directGeneric Advair filing timeline and inspection
Yes. The facility inspection will have to be triggered. I think our filing, batches are currently underway.
Neha Manpuria · Bank of America
directGross margin improvement drivers
The mix benefits that we've got... API cost has moderated overall, but there are other costs too in propellant that has gone up.
Bino Pathiparampil · Elara Capital
directPricing impact on Albuterol after new competition
Albuterol, see, already there is multiple players out there and we see some. Because there is competition, we see some erosion in Albuterol.
Shyam Srinivasan · Goldman Sachs
partialSeptember market share for Lanreotide
It will be far lower. ... the full playthrough of what that share would be in September may not come out.
Shyam Srinivasan · Goldman Sachs
directCapital allocation priorities with $1B cash
key market for us is India, where we would like to grow. ... followed by U.S. ... on the return of capital to the shareholders, we've talked about 30% dividend payout.