Dr. Reddy's Laboratories · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
58%
Numeric claims
2
Consistency
contradicted
Question ledger
Neha Manpuria · Bank of America
evasiveWe were also surprised by this. It was not part of any arrangement or anything like that. I cannot speak on the details on the relationship or the customers, but it's, it came from them, I guess, certain planning issues or mistake at their end and that's, the outcome of it.
Neha Manpuria · Bank of America
partialI believe that the market in Canada is give or take, it's about 1/3 in for what we call public, 1/3 cash, and 1/3 what they call private. It's a kind of public/private cash. What I believe will happen is that the reimbursement price will go over time as expected.
Neha Manpuria · Bank of America
partialBrazil is part of it, I believe is still in that number, but the number moved by several months. I'm still with the same number, but probably it will have like 12 months that will probably result in somewhere in the beginning of FY 2028 as well.
Damayanti Kerai · HSBC
partialOur list price will be, give or take about half of what Novo Nordisk will be, that's can be shared because it will be listed. Obviously the rest is arrangement that we have with the customer that I will not be able to disclose, but let's say it will be the normal arrangement that you normally have.
Damayanti Kerai · HSBC
directWe believe that all the prices will be, let's say, at the neighborhood of, let's say, $30+. Why I'm saying that number also is because in some markets, we are going to work with a partner, and it reflect the net price that we'll have for them. Obviously, they will have their margins. These numbers may go down if the competition intensified, but I don't envision it to, at any case, to be below 25.
Tushar Manudhane · Motilal Oswal
partialThis quarter is there is a product mix impact, that's why it is at 14%. We believe our gross margin range is in the range of 50-55.
Tushar Manudhane · Motilal Oswal
directWe will absolutely grow in North America, ex lenalidomide, in double digits.
Bino Pathiparampil · Elara Capital
directDenosumab will launch in Europe, and we are awaiting for approval in the U.S. Our partner has a deficiency letter that they need to address for the U.S. abatacept, the IV is was approved for review, so it was accepted. It is going after the timelines.
Surya Patra · PhillipCapital
partialOverall, our global biologic sales is about, it is not very high. This is above $100 million sales. At this sales, certainly whatever investments we are doing for the development of abatacept, other products, pembrolizumab also we are with Alvotech. Definitely it's not a break even. Once we launch abatacept, certainly I think post that, I think certainly we can see the break even.
Vivek Agrawal · Citi
partialCalculation. It's if I need to guess, I must admit that I did not do any kind of calculation, top of my head I will say 50/50, give or take, in the neighborhood.
Ashutosh Jha · Barclays
partialWe are planning to maintain the base without Sema at around 20%. This is the plan, and the Sema is supposed to help us to get more than that. Let's say, with semaglutide it should be close to the 25%, but maybe a bit less. Depends on how much semaglutide we will sell.
Vishal Manchanda · Systematix
partialA broad, hopefully it will be in the range of $half a billion, $600 million, $700 million. Sorry that it's very much depends, of course, of how abatacept will perform. It will be the lion's share of those sales.
