Shilpa Medicare · Material risks, their source context, and severity in the latest available quarter.
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Sanjay from IIFL PMS specifically asked about USFDA inspection resolution and management confirmed CAPA submission is complete but no feedback received yet. The uncertainty on US market entry timing remains a risk.
Sanjay from IIFL PMS pointed out that small companies are filing oncology DMFs while Shilpa has lagged in new product development. Management acknowledged this observation but expects 4-5 advanced stage products to file in the next one year.
Analyst Niki from SIMPL asked about competition in EU for NUDCA. Management clarified Shilpa is pursuing a different indication but declined to provide details, suggesting competitive sensitivity.
Part from Valam Capital questioned the 40%+ decline in licensing revenue. Management attributed it to timing of milestones but acknowledged quarter-on-quarter and year-on-year variability.
