MONTHLY DOSE

MARCH 2019

MONTHLY DOSE

MARCH 2020

Sun Pharma flags hypertension drug shortage

Dr. Reddy's Lab gets 3 observations for plant-5 at Miryalguda

Lupin launches authorized generic version of Vimovo

Zydus announces world’s first drug for the treatment of Non-Cirrhotic NASH

USFDA completes inspection of Natco's Kothur formulation facility with single observation

USFDA accepts Biocon’s biosimilar bevacizumab

Divis commenced the commercial production from DCV-SEZ Unit

Zydus and XOMA announce IL-2-Based Immuno-Oncology therapy licensing agreement

Cadila board approves transfer of animal healthcare arm to Zydus Health

SMS Pharmaceuticals gets EIR for Kandivalasa facility

Lupin receives International Sustainability Rating System certification, 8th edition

AstraZeneca Pharma India receives permission for Calquence from DCGI

USFDA issued EIR to Alkem Labs for its manufacturing facility at Baddi

USFDA completes inspection at Ind Swift Laboratories API facility without any observation

Bliss GVS Pharma commissions phase 1 of new facility at Palghar East

Alembic Pharma gets an EIR for its API facility at Karakhadi

DRL announces the launch of Ziprasidone Mesylate for Injection in the US market

Sun Pharma announces Rs1,700cr share buyback

Cipla knocked with FDA warning letter for sterile injectable plants

Cipla and CSIR-IICT to develop drugs to treat Covid-19

DRL announced first-to-market launch of Naloxone Hydrochloride Injection USP, 2mg/2ml (1mg/ml) single-dose prefilled syringe in the US market

Biocon gets EIR for Bengaluru API unit by USFDA

DRL announces the launch of Pyrimethamine Tablets USP, 25mg, generic version of Daraprim in the US market

Lupin launches Betamethasone Dipropionate Ointment US

Covid-19: USFDA partially lifts import ban on Ipca Labs for Chloroquine supply

Glenmark divests VWash to HUL

Strides Pharma received an EIR from USFDA on continued GMP status for Bangalore unit

Laurus Labs donates Hydroxychloroquine IP 200mg tablets, Rs50lks fund

Lupin & Mylan announce CHMP opinion for Nepexto

USFDA classifies Sun Pharma’s Halol facility as OAI

Lupin received an EIR from USFDA for Florida-based inhalation research centre

US health regulator allows emergency use of antimalarial drugs for COVID-19 to Cadila, Ipca Labs

Setting up pharma R&D bases in India will soon be incentivized

No shortage of APIs for next 3 months; daily monitoring of Covid-19 situation: Govt

National Pharmaceutical Pricing Authority seeks drug stock, pricing data

Exporters’ line up for restricted APIs licence

Pfizer, BioNTech to co-develop potential coronavirus vaccine

Bayer links with Curadev to develop novel STING antagonists across indications

Industry

Company

Global

News for the Month

Source: Media Reports and Company Press Releases

Company API Strengths Indications Brand (Company) Mkt Size

Strides Pharma Tetracycline Hydrochloride

Capsules

250/500mg Used to treat many different bacterial infections of the skin,

intestines, respiratory tract, urinary tract, genitals, lymph nodes and

other body systems

Achromycin V Capsules (Avet Pharmaceuticals

Inc.)

USD16mn

Granules India Potassium Chloride ER tablets

8mEq (600mg) and 10mEq

(750mg)

Treatment and prophylaxis of hypokalemia with or without

metabolic alkalosis

Klor-Con ER tablets (Upsher-Smith

Laboratories, LLC.)

USD54mn

Cipla Esomeprazole for Oral Suspension

10/20/40mg Proton Pump inhibitor Nexium (AstraZeneca Pharmaceuticals)

USD70mn

Caplin Point Verapamil Hydrochloride

Injection

5mg/2mL (2.5mg/mL) and

10mg/4mL (2.5mg/mL)

Single-dose vial

Used in the treatment of cardiac conditions such as high blood

pressure, arrhythmias and angina

Isoptin (Mt. Adams Technologies LLC.)

USD28mn

Cadila Emtricitabine and Tenofovir disoproxil

Fumarate Tablets

200/300mg Used with other HIV medications to help control HIV infection

Truvada (Gilead Sciences Inc.)

-

Final ANDA Approvals:

Source: Media Reports and Company Press Releases

Company API Strengths Indications Brand (Company) Mkt Size

Glenmark Pharma

Dapagliflozin Tablets

5/10mg Used to control blood sugar levels Farxiga (AstraZeneca AB) USD1.8bn

Cadila Carbidopa and Levodopa ER

Capsules

23.75/95mg, 36.25/145mg,

48.75/195mg and 61.25/245mg

Indicated for the treatment of Parkinson’s disease

Rytary (Impax Laboratories LLC.)

-

Cadila Emtricitabine and Tenofovir

disoproxil Fumarate Tablets

100/150mg, 133/200mg and

167/250mg

Used with other HIV medications to help control HIV infection

Truvada (Gilead Sciences Inc.)

-

Tentative ANDA Approvals:

Source: Media Reports and Company Press Releases

BSE Health Care Index Price Performance

Companies

Price

Change

1 M 6 M 12 M

Aarti Drugs Ltd 505.80 -24.4% 11.1% -19.8%

Abbott India Ltd 15455.50 0.4% 45.9% 113.0%

Ajanta Pharma Ltd 1366.20 -1.9% 35.1% 32.1%

Alembic Ltd 35.70 -23.6% -29.6% -17.0%

Alembic Pharmaceuticals Ltd 533.65 -19.1% 4.8% -1.6%

Alkem Laboratories Ltd 2328.85 -10.2% 22.3% 32.8%

Apollo Hospitals Enterprise Ltd 1137.85 -34.1% -18.6% -10.2%

AstraZeneca Pharma India 2391.55 -9.7% 3.3% 19.1%

Aurobindo Pharma Ltd 413.05 -16.5% -29.8% -47.8%

Biocon Ltd 270.60 -4.1% 21.3% -56.2%

Bliss GVS Pharma Ltd 100.80 2.1% -1.3% -44.1%

Cadila Healthcare Ltd 267.10 7.0% 14.4% -22.3%

Caplin Point Laboratories Ltd 282.35 -7.4% -33.3% -30.1%

Cipla Ltd 423.00 4.8% -0.5% -19.6%

Divi's Laboratories Ltd 1987.55 -5.5% 19.4% 15.3%

Dr. Reddy's Laboratories Ltd 3117.10 7.6% 15.4% 11.7%

Dr. Lal PathLabs Ltd 1401.40 -14.7% 0.9% 33.9%

Eris Lifesciences Ltd 368.50 -13.7% -18.4% -42.0%

FDC Ltd 195.95 -13.3% 12.7% 18.0%

Fortis Healthcare Ltd 126.05 -17.2% -6.7% -7.7%

GSK Pharmaceuticals Ltd 1245.25 -4.3% -10.3% -4.2%

Glenmark Pharmaceuticals Ltd 206.05 -24.8% -36.7% -68.4%

Granules India Ltd 143.60 -11.1% 37.1% 26.4%

Gufic Biosciences Ltd 47.15 -23.4% -32.5% -41.5%

HealthCare Global Enterprises Ltd 75.00 -32.2% -32.9% -63.7%

Hester Biosciences Ltd 925.05 -37.0% -46.6% -39.7%

Hikal Ltd 70.00 -43.2% -53.3% -61.5%

Indoco Remedies Ltd 209.35 6.0% 42.5% 1.6%

Indraprastha Medical Corp. Ltd 33.95 -12.8% -8.4% -14.4%

IOL Chemicals and Pharma Ltd 176.15 -21.9% -3.9% -12.0%

IPCA Laboratories Ltd 1388.10 -3.3% 53.9% 43.0%

J.B. Chemicals & Pharma Ltd 508.35 -4.9% 37.2% 38.1%

Jubilant Life Sciences Ltd 248.85 -49.3% -50.6% -62.8%

Kopran Ltd 25.35 -2.7% -10.7% -39.7%

BSE Health Care Index Price Performance

Companies

Price

Change

1 M 6 M 12 M

Laurus Labs Ltd 322.60 -22.1% -13.7% -18.8%

Lincoln Pharmaceuticals Ltd 133.80 -17.1% -14.4% -37.9%

Lupin Ltd 589.70 -6.3% -17.6% -23.0%

Mangalam Drugs and Organics Ltd 30.35 10.2% 1.5% -47.6%

Marksans Pharma Ltd 13.90 -14.5% 0.7% -46.3%

Medicamen Biotech Ltd 180.70 -39.1% -53.2% -61.9%

Merck Ltd 3644.45 -9.8% -22.2% -3.1%

Morepen Laboratories Ltd 9.54 -20.1% -42.9% -46.4%

Narayana Hrudayalaya Ltd 247.45 -24.9% 10.8% 15.8%

Natco Pharma Ltd 506.15 -16.1% -12.9% -10.5%

Nectar Lifesciences Ltd 9.89 -9.2% -24.1% -44.0%

Neuland Laboratories Ltd 283.45 -30.9% -43.4% -56.5%

Novartis India Ltd 502.25 -10.5% -20.0% -27.6%

Opto Circuits India Ltd 1.69 -34.7% -59.9% -79.9%

Panacea Biotec Ltd 109.50 1.1% -23.9% -43.7%

Pfizer Ltd (India) 4024.65 -5.5% 20.3% 21.9%

Piramal Enterprises Ltd 938.80 -30.9% -42.5% -65.1%

Poly Medicure Ltd 235.60 -18.9% 4.0% 9.3%

RPG Life Sciences Ltd 170.45 -26.2% -16.6% -34.2%

Sanofi India Ltd 6242.15 -14.5% 6.1% 6.6%

Shalby Ltd 46.30 -42.1% -46.8% -66.6%

Shilpa Medicare Ltd 244.50 -44.3% -12.3% -27.8%

SMS Pharmaceuticals Ltd 26.65 -26.3% -36.3% -59.4%

Strides Shasun Ltd 322.55 -26.2% 4.8% -32.3%

SPARC Ltd 96.50 -32.1% -23.0% -50.3%

Sun Pharmaceutical Industries Ltd 352.20 -4.5% -9.6% -26.5%

Suven Life Sciences Ltd 21.40 -63.6% -92.3% -91.8%

Syngene International Ltd 241.55 -16.8% -22.1% -58.8%

Thyrocare Technologies Ltd 495.55 -16.9% -3.8% -6.0%

Torrent Pharmaceuticals Ltd 1971.50 -7.3% 18.3% 3.8%

Unichem Laboratories Ltd 151.35 11.9% -16.5% -22.6%

Vimta Labs Ltd 59.25 -34.2% -46.1% -70.3%

Vivimed Labs Ltd 7.26 -31.8% -52.2% -71.2%

Wockhardt Ltd 172.75 -43.6% -32.6% -62.0%

Source: BSE website; All prices are as on 31st March 2020

Source: BSE website; All prices are as on 31st March 2020

NIFTY PHARMA COMPANIES

Company

Price (Rs)

Mcap (Rsmn)

Change

1 M 6 M 12 M

Aurobindo Pharma Ltd. 413 242022 -16.53% -29.8% -47.8%

Biocon Ltd. 271 324720 -4.1% 21.3% -56.2%

Cadila Healthcare Ltd. 267 273442 7.0% 14.4% -22.3%

Cipla Ltd. 423 340782 4.8% -0.5% -19.6%

Divi's Laboratories Ltd. 1988 527632 -5.5% 19.4% 15.3%

Dr. Reddy's Laboratories Ltd. 3117 443848 7.6% 15.4% 11.7%

Glenmark Pharmaceuticals Ltd. 206 58141 -24.8% -36.7% -68.4%

Lupin Ltd. 590 267079 -6.3% -17.56% -23.0%

Piramal Enterprises Ltd. 939 186964 -30.9% -42.5% -65.1%

Sun Pharmaceutical Industries Ltd. 352 845046 -4.5% -9.6% -26.5%

Source: NSE website, Company Research; All prices are as on 31st March 2020

Nifty Pharma Index Vs. Nifty Index

Source: NSE website

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