Q1-FY24 · Dilip Shanghvi
We are quite excited with these early results and plan to initiate phase II clinical trials to start shortly.
SUNPHARMA / language trends
Read confidence between the lines.
Sunpharma · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY24 · Dilip Shanghvi
As a standalone company, it will be very difficult for Taro as an independent company to continue to operate that business profitably.
Q1-FY24 · Abhay Gandhi
We haven't seen any negative impact because of the entry of the HUMIRA biosimilars.
Q1-FY25 · Abhay Gandhi
We are pleased with the first cycle approval of Leqselvi by the U.S. FDA. This validates our team's capability to effectively bring treatments from research and development to approval.
Q1-FY25 · Abhay Gandhi
We have consciously worked towards improving the realization for prescriptions. And that's working well.
Q1-FY25 · Dilip Shanghvi
I think, especially in the context of the U.S., either a favorable judgment or settlement will always remain an option.
Q1-FY26 · Richard Ashcroft
We just launched Leqselvi a couple of weeks ago. We're very encouraged by the early results.
Q1-FY26 · Dilip Shanghvi
I think it's a very good result considering the dose and the overall safety profile.
Q1-FY26 · Dilip Shanghvi
We will do whatever is required to become successful, and once we are successful, it pays for everything that we invest in.
Q2-FY24 · Abhay Gandhi
I think it's better to look at the prescription trend, and sometimes the values will catch up.
Q2-FY24 · Dilip Shanghvi
We continue to evaluate options and attractiveness of the product in different geographies, including the US, but we haven't finalized any terms.
Q2-FY24 · Abhay Gandhi
I don't see a huge change in the environment as far as generics is concerned.
Q2-FY25 · Dilip Shanghvi
Our focus was on generating a more profitable prescription. I think we've been able to achieve that.
Q2-FY25 · Dilip Shanghvi
We are very excited. Only issue is how fast can we bring the product to market, and what kind of clinical outcome benefit we are able to show while the product is in registration.
Q2-FY25 · Dilip Shanghvi
I think any biosimilar will go after the big fish, and not necessarily where the space that we are playing.
Q2-FY26 · Richard Ascroft
Our strategy is to grow both our innovative medicines business as well as our generics business.
Q2-FY26 · Aalok Shanghvi
We are quite excited with the early data that we are getting with patients both for MASH as well as for diabetes.
Q2-FY26 · Richard Ascroft
We believe that generics are already excluded. We believe that will continue to be the case, and it's unclear at this point what the impact will be on brands.
Q3-FY24 · Abhay Gandhi
Generic REVLIMID sales were very small in this quarter.
Q3-FY24 · Dilip Shanghvi
If you see any IL-23 and ILUMYA also, there is a good mix of treatment-naive patients who get onto the product, along with almost an equal proportion of patients who have failed on some other product before they come on to ours.
Q3-FY24 · Dilip Shanghvi
We believe that with our overall performance that we've seen in healthy subjects for our product, it has a compelling therapeutic efficacy likely to be there when the product comes to market.
Q3-FY25 · Dilip Shanghvi
We will remain opportunistic, but the focus on dermatology and ophthalmology will continue.
Q3-FY25 · Dilip Shanghvi
The growth in specialty, whether looked at quarter-on-quarter, year-on-year, has come from both U.S. and ex-U.S. markets.
Q3-FY25 · Dilip Shanghvi
We have invited the agency to inspect our Halol, but when to inspect is a decision that they take.
Q3-FY26 · Dilip Shanghvi
Our focus is on finding a way to grow our business organically at a rate, so that we continue to be an attractive investment opportunity for shareholders. We would look at an acquisition only if we think that it can help us in terms of strengthening our long-term strategic capability.
Q3-FY26 · Rick Ashcroft
What it really offers is balance between efficacy and tolerability. So Enloxit works three ways: It restores adaptive immunity, which is by binding to the PD-L1. It engages the innate immune system based on its active Fc domain that activates natural killer cells, and unlike the existing products, it preserves PD-L2 signaling.
Q3-FY26 · Kirti Ganorkar
We are very excited to launch the product on the patent expiry. When the generic product for Sema is launched, it will also improve the access, and the market will expand.
Q4-FY24 · Dilip Shanghvi
Our focus would be that how do we increase the spend without negatively impacting our overall profitability? How much we are able to execute is something that we will see.
Q4-FY24 · Dilip Shanghvi
We feel that we've done enough corrections so that we should see a positive outcome in subsequent audits.
Q4-FY24 · Abhay Gandhi
We broadly see an acceptance that we have a strong product in our hands.
Q4-FY25 · Dilip Shanghvi
We are now seeking a partner for future development and commercialization of MM-II in certain geographies. This change is due to the strategic reassessment of our pipeline.
Q4-FY25 · Abhay Gandhi
We still believe we have a competitive product. However, since the launch is delayed by, as you said, three quarters, I think the time to our expected peak will move a little.
Q4-FY25 · Dilip Shanghvi
I think it's a question of looking at how other companies, even very large companies, have a significant launch cost for new products. Once you study, I think this actually is a conservative number.