The document provides sector updates for the banking and financial services, FMCG services, pharma, and power sectors for the week of November 16th-22nd, 2014. It summarizes stock performance, major news stories, and stock recommendations. In the banking sector, all major private and PSU banks saw positive performance. RBI announced new norms that will reduce advantages for NBFCs. Kotak Mahindra acquired ING Vysya bank. In FMCG, Britannia will launch premium cookies on Amazon and demand increased in urban markets. The pharma sector update discusses policies, lawsuits, recalls, and deals. The power sector update notes plans to train solar workers and requests for additional bank debt for stranded projects
The document discusses the Indian pharmaceutical industry and its advantages. It makes three key points:
1. The Indian pharmaceutical industry has grown significantly in recent decades and is now a major global supplier of generic drugs. It has over 700 member companies and exports over $12 billion worth of drugs annually.
2. India has many advantages that have fueled its pharmaceutical industry's growth, including a large skilled workforce, low production costs, and a large domestic market. It has received many regulatory approvals from agencies like the US FDA.
3. The growth of the Indian pharmaceutical industry has benefited global drug costs. As the largest producer and exporter of generic drugs, India has provided affordable treatment options and helped contain rising healthcare costs
Industry Monitor - Indian Healthcare Sector October 2014 (2)Debasish M Banerjee
This document provides an industry report on the Indian healthcare sector from October 2014. It includes sections on pharmaceuticals, industry statistics, product scans of x-ray machines and generic drugs, company and industry news, mergers and acquisitions, a company profile of Dr. Reddy's Laboratories, and upcoming events. Key highlights are the expected growth of the Indian pharmaceutical market to $55 billion by 2020, dominance of generic drugs, prevalence of counterfeit drugs, and focus on chronic disease segments and biologics.
Indian Pharma - An Overview by IDMA Secretary General Daara B PatelAnup Soans
This document discusses the Indian pharmaceutical industry and its growth opportunities. It notes that India is a major global supplier of affordable, high-quality medicines and has significant manufacturing capabilities and regulatory approvals. The Indian drug market is large and growing, fueled by increasing access, acceptance, and affordability of medicines in India. Indian companies are also major exporters and are collaborating with international partners. R&D investment is growing to develop new products and capture patent expiration opportunities.
Indian pharmaceutical sector supplies over 50% of global demand for various vaccines and generic drugs. The market is expected to grow at a CAGR of 22.4% until 2020 to reach $55 billion. India accounts for 20% of global exports in generics. Key factors driving growth include rising income levels, increased healthcare access and greater penetration of health insurance. Indian companies are raising R&D spending and entering new markets to sustain growth in the face of increasing competition from global players.
Orchid Chemicals and Pharmaceuticals Ltd is an integrated pharmaceutical company focused on developing and manufacturing active pharmaceutical ingredients and finished drug formulations. It has manufacturing sites in India and regulatory approvals from agencies like the US FDA. While the company faced losses in 2013 due to plant shutdowns, its active pharmaceutical ingredients business has growth potential. The analyst recommends long-term investment in the stock given its patent portfolio, sales growth, and prospects in the global API market, despite current overvaluation.
Mercer Capital's Value Focus: Medical Device Manufacturers | Q4 2016 | Pfizer...Mercer Capital
Mercer Capital provides medical device manufacturers, related start-up enterprises, and private equity funds with valuation services, including purchase price allocation, 409a compliance, goodwill impairment testing, and other transaction and valuation advisory services.
Each issue includes a segment focus, market overview, mergers and acquisitions review, and more.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- India supplies over 50% of global demand for various vaccines and generic drugs. The pharmaceutical sector was valued at $33 billion in 2017 and is expected to reach $55 billion by 2022, growing at 22.4% CAGR.
- India accounts for 20% of global exports in generics. Pharmaceutical exports were $17.27 billion in 2017-18 and are projected to reach $20 billion by 2020.
- The domestic generics market is expected to reach $27.9 billion by 2020 and has immense growth potential. Generic drugs account for 70% of the domestic market.
BioAnalysis_April 2016_Introducing The PfizerKline Empire_Raj GunashekarRaj Gunashekar
1) Industry analysts believe that a potential acquisition of GSK by Pfizer, dubbed "PfizerKline", could generate major tax benefits for Pfizer by allowing it to move its legal address to the UK and lower its corporate tax rate.
2) The deal would be valued at $146 billion and provide Pfizer access to GSK's respiratory and vaccine portfolios, potentially making the combined company a leader in those fields.
3) However, Pfizer may face political opposition to the deal in the UK, as it did with its attempted acquisition of AstraZeneca in 2014. The key issue would be the impact on the UK economy and job losses at one of its major employers.
The document discusses the Indian pharmaceutical industry and its advantages. It makes three key points:
1. The Indian pharmaceutical industry has grown significantly in recent decades and is now a major global supplier of generic drugs. It has over 700 member companies and exports over $12 billion worth of drugs annually.
2. India has many advantages that have fueled its pharmaceutical industry's growth, including a large skilled workforce, low production costs, and a large domestic market. It has received many regulatory approvals from agencies like the US FDA.
3. The growth of the Indian pharmaceutical industry has benefited global drug costs. As the largest producer and exporter of generic drugs, India has provided affordable treatment options and helped contain rising healthcare costs
Industry Monitor - Indian Healthcare Sector October 2014 (2)Debasish M Banerjee
This document provides an industry report on the Indian healthcare sector from October 2014. It includes sections on pharmaceuticals, industry statistics, product scans of x-ray machines and generic drugs, company and industry news, mergers and acquisitions, a company profile of Dr. Reddy's Laboratories, and upcoming events. Key highlights are the expected growth of the Indian pharmaceutical market to $55 billion by 2020, dominance of generic drugs, prevalence of counterfeit drugs, and focus on chronic disease segments and biologics.
Indian Pharma - An Overview by IDMA Secretary General Daara B PatelAnup Soans
This document discusses the Indian pharmaceutical industry and its growth opportunities. It notes that India is a major global supplier of affordable, high-quality medicines and has significant manufacturing capabilities and regulatory approvals. The Indian drug market is large and growing, fueled by increasing access, acceptance, and affordability of medicines in India. Indian companies are also major exporters and are collaborating with international partners. R&D investment is growing to develop new products and capture patent expiration opportunities.
Indian pharmaceutical sector supplies over 50% of global demand for various vaccines and generic drugs. The market is expected to grow at a CAGR of 22.4% until 2020 to reach $55 billion. India accounts for 20% of global exports in generics. Key factors driving growth include rising income levels, increased healthcare access and greater penetration of health insurance. Indian companies are raising R&D spending and entering new markets to sustain growth in the face of increasing competition from global players.
Orchid Chemicals and Pharmaceuticals Ltd is an integrated pharmaceutical company focused on developing and manufacturing active pharmaceutical ingredients and finished drug formulations. It has manufacturing sites in India and regulatory approvals from agencies like the US FDA. While the company faced losses in 2013 due to plant shutdowns, its active pharmaceutical ingredients business has growth potential. The analyst recommends long-term investment in the stock given its patent portfolio, sales growth, and prospects in the global API market, despite current overvaluation.
Mercer Capital's Value Focus: Medical Device Manufacturers | Q4 2016 | Pfizer...Mercer Capital
Mercer Capital provides medical device manufacturers, related start-up enterprises, and private equity funds with valuation services, including purchase price allocation, 409a compliance, goodwill impairment testing, and other transaction and valuation advisory services.
Each issue includes a segment focus, market overview, mergers and acquisitions review, and more.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- India supplies over 50% of global demand for various vaccines and generic drugs. The pharmaceutical sector was valued at $33 billion in 2017 and is expected to reach $55 billion by 2022, growing at 22.4% CAGR.
- India accounts for 20% of global exports in generics. Pharmaceutical exports were $17.27 billion in 2017-18 and are projected to reach $20 billion by 2020.
- The domestic generics market is expected to reach $27.9 billion by 2020 and has immense growth potential. Generic drugs account for 70% of the domestic market.
BioAnalysis_April 2016_Introducing The PfizerKline Empire_Raj GunashekarRaj Gunashekar
1) Industry analysts believe that a potential acquisition of GSK by Pfizer, dubbed "PfizerKline", could generate major tax benefits for Pfizer by allowing it to move its legal address to the UK and lower its corporate tax rate.
2) The deal would be valued at $146 billion and provide Pfizer access to GSK's respiratory and vaccine portfolios, potentially making the combined company a leader in those fields.
3) However, Pfizer may face political opposition to the deal in the UK, as it did with its attempted acquisition of AstraZeneca in 2014. The key issue would be the impact on the UK economy and job losses at one of its major employers.
This document discusses how the global healthcare profit pool will shift between 2010 and 2020. It predicts that the total profit pool will grow at 4% annually from $520 billion to $740 billion over this period. However, profitability will decline for most players as the sources of growth and margins change significantly between sectors and regions. Innovative pharmaceutical and medical technology companies will see much slower growth and declining margins. In contrast, providers of healthcare delivery and lower-margin sectors like generics will capture a larger share of profits. To remain competitive, companies will need to develop new business models focused on improving healthcare delivery and outcomes rather than just generating more products and procedures.
5 Trends to Watch in the Medical Device Industry in 2016Mercer Capital
Demographic shifts underlie the long-term market opportunity for medical device manufacturers. While efforts to control costs on the part of the government insurer in the U.S. may limit future pricing growth for incumbent products, a growing global market provides domestic device manufacturers with an opportunity to broaden and diversify their geographic revenue base. Developing new products and procedures is risky and usually more resource intensive compared to some other growth sectors of the economy. However, barriers to entry in the form of existing regulations provide a measure of relief from competition, especially for newly developed products.
Global PharmaSphere Generics Strategy Key Drivers, Markets and Trends in 2013Linda Hauck
“PharmaSphere: Global Generics Strategy – Key Drivers, Markets and Trends in 2013″ report, provides strategic analysis of the global generics industry. It discusses key trends, significant M&A deals in 2012, and describes the operations strategy of these companies.
Indian Pharma market is predominantly a branded generic market. How does this auger for the industry per se, how is it then placed to grow going in the future. This brief presentation attempts to throw some light on the said topic
This document analyzes the pharmaceutical sector and the company Pfizer. It examines the market share and turnover of the top 10 pharmaceutical companies, finding that Johnson & Johnson has the highest turnover. It also analyzes the labor capital ratio of these companies, determining that Johnson & Johnson has the highest ratio, followed by Pfizer. Forecasting models are developed using Weka and SPSS to predict Pfizer's share price, finding a 94% accurate prediction of an increase in price in late 2014 and stabilization in late August. In conclusion, Pfizer is one of the top pharmaceutical companies globally and demonstrated strong performance.
Mercer Capital's Value Focus: Medical Device Industry | Q3 2016 Mercer Capital
Mercer Capital provides medical device manufacturers, related start-up enterprises, and private equity funds with valuation services, including purchase price allocation, 409a compliance, goodwill impairment testing, and other transaction and valuation advisory services.
Each issue includes a segment focus, market overview, mergers and acquisitions review, and more.
IMS - Global Use of Medicines 2020 by Nitesh BheleNitesh Bhele
By 2020, global medicine use will reach 4.5 trillion doses, a 24% increase from 2015 levels. Over half of the world's population will consume over 1 dose per person per day, driven by increased access in large emerging markets like India, China, Brazil, and Indonesia. Developed markets will continue to use more branded and specialty medicines per capita, while emerging markets will see greater use of generics and over-the-counter drugs. New medicines introduced in the past 10 years will account for 0.1% of volumes in emerging markets versus 2-3% in developed markets.
This ppt gives an overview of the Indian Pharmaceutical sector. We have concentrated on 5 aspects of the sector and analysed it. The covered heads are history, business model, Marketing, Competitor analysis, Financials and Trends.
The Indian pharmaceutical sector is estimated to reach $100 billion by 2025, accounting for 10% of the global pharmaceutical industry by volume. It currently accounts for 20% of global generic exports. The sector is expected to grow at a CAGR of 12.89% until 2020 to reach $55 billion. By 2020, India will be among the top 3 pharmaceutical markets by growth and 6th largest globally. The government has implemented policies and initiatives like 'PharmaVision 2020' to make India a global pharmaceutical leader and improve affordability and availability of medicines.
Brief Report on the Indian Pharmaceutical Industry - 2011david_singer
The document summarizes the pharmaceutical industry in India. It provides an overview of the industry, noting that it is highly fragmented with over 20,000 registered units and is a $4.5 billion industry growing annually by 8-9%. It also profiles some of the largest pharmaceutical companies in India, including Ranbaxy, Dr. Reddy's Laboratories, and Cipla, and discusses their operations, market shares, and R&D investments. The industry is a major exporter of generic drugs and has a competitive advantage due to its skilled workforce and cost-effective production capabilities.
The document provides an overview of the Indian pharmaceutical industry. It notes that the industry is expected to grow to $100 billion by 2025, making India one of the top global markets. Currently valued at $27.57 billion, the industry is growing at 12.89% annually and exports over $16 billion worth of drugs globally each year. The generics market and biotech sector also have strong growth potential. The industry benefits from low production costs, a large skilled workforce, and government support for further development.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- The Indian pharmaceutical industry is expected to grow to $55 billion by 2020, expanding at a CAGR of 12.89% from 2015-2020.
- India accounts for 20% of global exports in generics, with pharmaceutical exports at $16.84 billion in 2016-17, expected to reach $20 billion by 2020.
- The biotech industry in India is also growing rapidly, estimated to increase from $11 billion in 2015-16 to $100 billion by 2024-25.
Indian coronary stent market forecast to 2019IBNARESEARCH
This document provides a summary and table of contents for a market research report on the Indian coronary stent market forecast to 2019. The report contains 10 chapters analyzing topics such as the demographic and economic landscape in India, regulations for medical devices, taxation, the industry and production, import/export trends, consumers, pricing, the current market size and outlook. It aims to provide decision-makers in the coronary stent manufacturing industry with insights into market dynamics and growth opportunities in India.
The document discusses opportunities in the Indian pharmaceutical and biotechnology sectors. It outlines 8 subsectors: pharmaceuticals, biopharma, contract research organizations, industrial enzymes, agribiotech, bioinformatics, diagnostics, and lab supplies. The core pharmaceutical industry focuses on small molecule drugs and generics. The biotech industry includes bio-pharma, agriculture, bioinformatics and is growing at 30% annually. The Indian pharma/biotech market was estimated at $18 billion in 2008-2009 and is projected to continue strong growth across subsectors.
Project on Production and Packaging in Pharmaceutical Industry Emcure By Nikh...Nikhil Dhawan
The pharmaceutical industry in India is the third largest in volume worldwide. It has grown at a compound annual growth rate of 13-17% between 2012-2016 and is projected to reach $55 billion by 2020. The industry has grown due to low production costs and a 1970 patent law that enabled generic drug production. While Indian companies pioneered generics, they now face challenges developing new drugs due to a lack of R&D investment and qualified researchers. The biotechnology industry in India has also grown significantly but remains smaller than the pharmaceutical industry, focusing on vaccines and contract manufacturing. The government supports the industries through funding and incentives.
Indian Pharmaceutical Market Overview 2013 by Nitesh BheleNitesh Bhele
The document summarizes the Indian pharmaceutical market in 2013. It highlights that the Indian market was valued at around $10 billion and was expected to grow double digits in the next five years. The generic drugs market was estimated to make up around 90% of the prescription drug market by 2016. It also provides an overview of the key segments of the Indian pharmaceutical market, the largest global companies, top therapeutic classes and products, as well as government initiatives to support industry growth.
Implications for indian_pharmaceuticalsAkshay Bawa
Global pharmaceutical companies are facing a major "patent cliff" between 2010-2015 as drugs worth $100 billion lose patent protection. This provides opportunities for Indian generic drug firms to gain market share. Indian companies have evolved into globally competitive generic producers through regulatory changes and low-cost manufacturing advantages. However, to succeed long-term, firms will need to focus on niche areas, new drug delivery systems, and backward integration in production. Other Indian industries like contract research and manufacturing are also well positioned to benefit from the patent cliff through outsourcing from major pharmaceutical companies.
Competitive landscape of the pharma industry in india123sripal
The pharmaceutical industry in India began in 1930 with the establishment of Bengal Chemicals and Pharmaceutical Works. India's pharmaceutical market has grown significantly and is expected to reach $24-34 billion by 2016. The industry is divided into several segments including finished formulations, pharmaceutical drugs, biotechnology, and equipment. Major players in the industry include Lupin, Dr. Reddy's, Cipla, and Sun Pharma. The industry supplies over 70% of India's drug demands and exports products worldwide.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- The Indian pharmaceutical industry is expected to grow at a CAGR of 12.89% until 2020 to reach $55 billion in size. India accounts for 20% of global generic drug exports.
- Major segments of the industry include active pharmaceutical ingredients, formulations, biosimilars, and contract research and manufacturing. Generics account for 70% of the domestic market.
- Leading therapeutic segments are anti-infectives, cardiovascular, and gastro-intestinal drugs. The biotechnology industry in India is also growing rapidly and is projected to reach $100 billion by 2025.
- Pharmaceutical exports from
The document summarizes the top 10 global pharmaceutical companies in 2014, led by Pfizer, Novartis, and Hoffmann-La Roche. It also provides statistics on the growth of the global pharmaceutical market, which is expected to reach $1,200 billion by 2016, with generics accounting for 70% of the market outside developed countries. The highest growth is seen in Asia-Pacific countries, with emerging markets expected to account for 28% of global spending on pharmaceuticals by 2015. The document also briefly outlines the history and growth of the pharmaceutical industry in Bangladesh, which now has over 300 companies and manufactured over 5,600 medicine brands as of the time of writing.
This document proposes a mobile application and physical space called "Open Community" to facilitate social interactions and conversations between people in Hong Kong. It aims to address issues like a lack of social interaction platforms, generational disconnect, and a culture of only complaining without problem-solving. The proposal describes creating personal profiles to match people based on common interests, concerns and needs in order to build trust and long-term relationships through shared experiences and support. It provides an example persona of a grandmother, mother and granddaughter who could benefit from finding others to discuss family and health issues, as well as a youth to mentor.
The document discusses the benefits of meditation for reducing stress and anxiety. Regular meditation practice can help calm the mind and body by lowering blood pressure, reducing muscle tension, and decreasing levels of stress hormones. Meditation has also been shown to improve focus and concentration while providing a sense of emotional well-being.
This document discusses how the global healthcare profit pool will shift between 2010 and 2020. It predicts that the total profit pool will grow at 4% annually from $520 billion to $740 billion over this period. However, profitability will decline for most players as the sources of growth and margins change significantly between sectors and regions. Innovative pharmaceutical and medical technology companies will see much slower growth and declining margins. In contrast, providers of healthcare delivery and lower-margin sectors like generics will capture a larger share of profits. To remain competitive, companies will need to develop new business models focused on improving healthcare delivery and outcomes rather than just generating more products and procedures.
5 Trends to Watch in the Medical Device Industry in 2016Mercer Capital
Demographic shifts underlie the long-term market opportunity for medical device manufacturers. While efforts to control costs on the part of the government insurer in the U.S. may limit future pricing growth for incumbent products, a growing global market provides domestic device manufacturers with an opportunity to broaden and diversify their geographic revenue base. Developing new products and procedures is risky and usually more resource intensive compared to some other growth sectors of the economy. However, barriers to entry in the form of existing regulations provide a measure of relief from competition, especially for newly developed products.
Global PharmaSphere Generics Strategy Key Drivers, Markets and Trends in 2013Linda Hauck
“PharmaSphere: Global Generics Strategy – Key Drivers, Markets and Trends in 2013″ report, provides strategic analysis of the global generics industry. It discusses key trends, significant M&A deals in 2012, and describes the operations strategy of these companies.
Indian Pharma market is predominantly a branded generic market. How does this auger for the industry per se, how is it then placed to grow going in the future. This brief presentation attempts to throw some light on the said topic
This document analyzes the pharmaceutical sector and the company Pfizer. It examines the market share and turnover of the top 10 pharmaceutical companies, finding that Johnson & Johnson has the highest turnover. It also analyzes the labor capital ratio of these companies, determining that Johnson & Johnson has the highest ratio, followed by Pfizer. Forecasting models are developed using Weka and SPSS to predict Pfizer's share price, finding a 94% accurate prediction of an increase in price in late 2014 and stabilization in late August. In conclusion, Pfizer is one of the top pharmaceutical companies globally and demonstrated strong performance.
Mercer Capital's Value Focus: Medical Device Industry | Q3 2016 Mercer Capital
Mercer Capital provides medical device manufacturers, related start-up enterprises, and private equity funds with valuation services, including purchase price allocation, 409a compliance, goodwill impairment testing, and other transaction and valuation advisory services.
Each issue includes a segment focus, market overview, mergers and acquisitions review, and more.
IMS - Global Use of Medicines 2020 by Nitesh BheleNitesh Bhele
By 2020, global medicine use will reach 4.5 trillion doses, a 24% increase from 2015 levels. Over half of the world's population will consume over 1 dose per person per day, driven by increased access in large emerging markets like India, China, Brazil, and Indonesia. Developed markets will continue to use more branded and specialty medicines per capita, while emerging markets will see greater use of generics and over-the-counter drugs. New medicines introduced in the past 10 years will account for 0.1% of volumes in emerging markets versus 2-3% in developed markets.
This ppt gives an overview of the Indian Pharmaceutical sector. We have concentrated on 5 aspects of the sector and analysed it. The covered heads are history, business model, Marketing, Competitor analysis, Financials and Trends.
The Indian pharmaceutical sector is estimated to reach $100 billion by 2025, accounting for 10% of the global pharmaceutical industry by volume. It currently accounts for 20% of global generic exports. The sector is expected to grow at a CAGR of 12.89% until 2020 to reach $55 billion. By 2020, India will be among the top 3 pharmaceutical markets by growth and 6th largest globally. The government has implemented policies and initiatives like 'PharmaVision 2020' to make India a global pharmaceutical leader and improve affordability and availability of medicines.
Brief Report on the Indian Pharmaceutical Industry - 2011david_singer
The document summarizes the pharmaceutical industry in India. It provides an overview of the industry, noting that it is highly fragmented with over 20,000 registered units and is a $4.5 billion industry growing annually by 8-9%. It also profiles some of the largest pharmaceutical companies in India, including Ranbaxy, Dr. Reddy's Laboratories, and Cipla, and discusses their operations, market shares, and R&D investments. The industry is a major exporter of generic drugs and has a competitive advantage due to its skilled workforce and cost-effective production capabilities.
The document provides an overview of the Indian pharmaceutical industry. It notes that the industry is expected to grow to $100 billion by 2025, making India one of the top global markets. Currently valued at $27.57 billion, the industry is growing at 12.89% annually and exports over $16 billion worth of drugs globally each year. The generics market and biotech sector also have strong growth potential. The industry benefits from low production costs, a large skilled workforce, and government support for further development.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- The Indian pharmaceutical industry is expected to grow to $55 billion by 2020, expanding at a CAGR of 12.89% from 2015-2020.
- India accounts for 20% of global exports in generics, with pharmaceutical exports at $16.84 billion in 2016-17, expected to reach $20 billion by 2020.
- The biotech industry in India is also growing rapidly, estimated to increase from $11 billion in 2015-16 to $100 billion by 2024-25.
Indian coronary stent market forecast to 2019IBNARESEARCH
This document provides a summary and table of contents for a market research report on the Indian coronary stent market forecast to 2019. The report contains 10 chapters analyzing topics such as the demographic and economic landscape in India, regulations for medical devices, taxation, the industry and production, import/export trends, consumers, pricing, the current market size and outlook. It aims to provide decision-makers in the coronary stent manufacturing industry with insights into market dynamics and growth opportunities in India.
The document discusses opportunities in the Indian pharmaceutical and biotechnology sectors. It outlines 8 subsectors: pharmaceuticals, biopharma, contract research organizations, industrial enzymes, agribiotech, bioinformatics, diagnostics, and lab supplies. The core pharmaceutical industry focuses on small molecule drugs and generics. The biotech industry includes bio-pharma, agriculture, bioinformatics and is growing at 30% annually. The Indian pharma/biotech market was estimated at $18 billion in 2008-2009 and is projected to continue strong growth across subsectors.
Project on Production and Packaging in Pharmaceutical Industry Emcure By Nikh...Nikhil Dhawan
The pharmaceutical industry in India is the third largest in volume worldwide. It has grown at a compound annual growth rate of 13-17% between 2012-2016 and is projected to reach $55 billion by 2020. The industry has grown due to low production costs and a 1970 patent law that enabled generic drug production. While Indian companies pioneered generics, they now face challenges developing new drugs due to a lack of R&D investment and qualified researchers. The biotechnology industry in India has also grown significantly but remains smaller than the pharmaceutical industry, focusing on vaccines and contract manufacturing. The government supports the industries through funding and incentives.
Indian Pharmaceutical Market Overview 2013 by Nitesh BheleNitesh Bhele
The document summarizes the Indian pharmaceutical market in 2013. It highlights that the Indian market was valued at around $10 billion and was expected to grow double digits in the next five years. The generic drugs market was estimated to make up around 90% of the prescription drug market by 2016. It also provides an overview of the key segments of the Indian pharmaceutical market, the largest global companies, top therapeutic classes and products, as well as government initiatives to support industry growth.
Implications for indian_pharmaceuticalsAkshay Bawa
Global pharmaceutical companies are facing a major "patent cliff" between 2010-2015 as drugs worth $100 billion lose patent protection. This provides opportunities for Indian generic drug firms to gain market share. Indian companies have evolved into globally competitive generic producers through regulatory changes and low-cost manufacturing advantages. However, to succeed long-term, firms will need to focus on niche areas, new drug delivery systems, and backward integration in production. Other Indian industries like contract research and manufacturing are also well positioned to benefit from the patent cliff through outsourcing from major pharmaceutical companies.
Competitive landscape of the pharma industry in india123sripal
The pharmaceutical industry in India began in 1930 with the establishment of Bengal Chemicals and Pharmaceutical Works. India's pharmaceutical market has grown significantly and is expected to reach $24-34 billion by 2016. The industry is divided into several segments including finished formulations, pharmaceutical drugs, biotechnology, and equipment. Major players in the industry include Lupin, Dr. Reddy's, Cipla, and Sun Pharma. The industry supplies over 70% of India's drug demands and exports products worldwide.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- The Indian pharmaceutical industry is expected to grow at a CAGR of 12.89% until 2020 to reach $55 billion in size. India accounts for 20% of global generic drug exports.
- Major segments of the industry include active pharmaceutical ingredients, formulations, biosimilars, and contract research and manufacturing. Generics account for 70% of the domestic market.
- Leading therapeutic segments are anti-infectives, cardiovascular, and gastro-intestinal drugs. The biotechnology industry in India is also growing rapidly and is projected to reach $100 billion by 2025.
- Pharmaceutical exports from
The document summarizes the top 10 global pharmaceutical companies in 2014, led by Pfizer, Novartis, and Hoffmann-La Roche. It also provides statistics on the growth of the global pharmaceutical market, which is expected to reach $1,200 billion by 2016, with generics accounting for 70% of the market outside developed countries. The highest growth is seen in Asia-Pacific countries, with emerging markets expected to account for 28% of global spending on pharmaceuticals by 2015. The document also briefly outlines the history and growth of the pharmaceutical industry in Bangladesh, which now has over 300 companies and manufactured over 5,600 medicine brands as of the time of writing.
This document proposes a mobile application and physical space called "Open Community" to facilitate social interactions and conversations between people in Hong Kong. It aims to address issues like a lack of social interaction platforms, generational disconnect, and a culture of only complaining without problem-solving. The proposal describes creating personal profiles to match people based on common interests, concerns and needs in order to build trust and long-term relationships through shared experiences and support. It provides an example persona of a grandmother, mother and granddaughter who could benefit from finding others to discuss family and health issues, as well as a youth to mentor.
The document discusses the benefits of meditation for reducing stress and anxiety. Regular meditation practice can help calm the mind and body by lowering blood pressure, reducing muscle tension, and decreasing levels of stress hormones. Meditation has also been shown to improve focus and concentration while providing a sense of emotional well-being.
El documento proporciona 7 pasos para exportar una imagen en formato JPG. Estos pasos incluyen seleccionar el objeto a exportar, ir al menú Archivo > Exportar > Exportar Imagen, buscar y seleccionar la carpeta de destino, asignar un nombre al archivo, seleccionar el tipo de archivo JPG, y hacer clic en Guardar.
Official Blended Learning Solution to Csikszentmihalyi's Fligby Leadership Si...bbalogh75
Introducing the Blended Learning Solution to Csíkszentmihályi's Flow is Good Business online Leadership Simulation Game (Fligby). The simulation's trailer can be watched here: http://www.youtube.com/watch?v=4swdsmvdKYs
To find out more please contact us at lforras@telospartners.hu or visit us at www.telospartners.hu
Action-Adventure is a hybrid genre that blends open world adventure gameplay with gritty action elements. This genre is growing in popularity due to its combination of vast explorable maps and immersive storylines found in popular games like Red Dead Redemption, Assassin's Creed Black Flag, and Grand Theft Auto V.
Este documento describe diferentes tipos de hernias abdominales. Explica que una hernia abdominal es la protrusión o salida de una víscera a través de un defecto en la pared abdominal. Luego clasifica las hernias según su localización, condición, contenido y etiología, destacando la hernia inguinal como la más común. Finalmente, cubre el diagnóstico, tratamiento y posibles complicaciones de las hernias abdominales.
This document outlines the curriculum and expectations for an English literature and composition class. It discusses that students will study various genres of literature from class novels and supplemental readings, and will participate in discussions and write responses to demonstrate their understanding. The writing process of prewriting, drafting, revision, editing, and publishing will be used for compositions. Students will also keep a writer's notebook and start blogging this year. Vocabulary and grammar skills will be developed through various activities. Reading goals will be set each grading period along with a reading log. Grading policies and technology expectations are also outlined.
El documento describe la evolución de la Web 1.0 a la Web 2.0. La Web 1.0 consistía en páginas web estáticas creadas en HTML, mientras que la Web 2.0 permite una mayor interacción con los usuarios a través de servicios como redes sociales, blogs y wikis. La Web 2.0 se define como aquellas utilidades y servicios de Internet que permiten a los usuarios modificar el contenido y la presentación de la información de forma colaborativa.
The document provides examples of basic English grammar structures including:
1) Common verbs like "can", "drive", and "like" used in simple present affirmative and negative sentences.
2) The verb "to be" and examples of affirmative, negative, and interrogative sentences using common subjects.
3) A chart showing the basic present simple tense conjugations for regular verbs in the affirmative, negative, and interrogative forms.
4) A brief explanation of some common uses of the present simple tense including habitual actions, permanent states, feelings/emotions, and verbs of senses.
Homeostasis refers to the maintenance of a constant internal environment in the body. The body has mechanisms to keep key conditions like temperature, water levels, and glucose concentration within normal ranges to allow cells to function properly. Diseases and stress can disrupt homeostasis by affecting these regulatory mechanisms. The metric system provides a logical and consistent way to measure quantities in science by using prefixes that denote multiples of ten for units of length, volume, and mass. Microscopes allow observation of microscopic structures and organisms by magnifying small objects. The amount of magnification is determined by multiplying the powers of the ocular and objective lenses.
The document discusses agreement in Spanish grammar. Adjectives must match the gender and number of the nouns they describe. For example, the adjective "alto" changes to "alta" to describe a female noun. Plural adjectives also change form, such as changing from "inteligente" to "inteligentes" in the plural. This concept of agreement is different from English and takes practice for learners to master. Paying close attention to examples of agreement will help uncover the patterns.
Citizenship refers to membership in a political community which involves duties of allegiance from citizens to the state as well as duties of protection from the state to its citizens. It denotes a reciprocal relationship between an individual citizen and the state they belong to. Citizenship involves both rights and responsibilities between a person and their country.
This document provides a beginner's guide to using eBird, a global citizen science program for recording bird observations. It explains how to create an eBird account, submit bird lists by location, and explore additional features like hotspot data, range maps, and the BirdLog Asia mobile app. The guide emphasizes best practices like submitting complete lists by location to provide accurate data on bird distribution and abundance.
Sector updates for the week ending 7th Nov'14Arpita0306
The document provides sector updates for the banking, FMCG, pharma, and power sectors from November 1-8, 2014. In the banking sector, the BSE sensex touched 28,000 due to Japanese quantitative easing and gains in bank stocks. ICICI Bank and HDFC Bank saw increased investment from mutual funds. Axis Bank signed an MOU with a South Korean bank and China UnionPay will start operating in India. In FMCG, stock prices increased for companies like ITC and Dabur. ITC received clearance for a new hotel and Dabur launched a new product. Pharma companies received FDA approvals and faced regulatory issues. The power minister discussed plans to increase power capacity and production in India
The global pharmaceutical manufacturing market is expected to grow significantly from 2017 to 2022 due to advantages of continuous manufacturing processes. The Indian pharmaceutical market is the third largest by volume and is a major exporter of generic drugs. The market is expected to grow to $55 billion by 2020 due to investments in production and R&D from companies and initiatives by the Indian government to promote pharmaceutical industry growth.
The Indian pharmaceutical industry is the third largest in volume and thirteenth largest in value globally. Total healthcare spending in India is expected to grow 20% annually to $280 billion by 2020 from $65 billion currently. The pharmaceutical industry specifically is expected to grow 12.1% annually to $45 billion by 2020. Growth drivers for the industry include rising incomes, health insurance penetration, and cost advantages of manufacturing generics in India. However, the industry faces challenges such as stringent price controls, lack of data protection, competition from other emerging markets, and attracting and retaining talent. The Indian government is taking initiatives to support the industry through R&D funding, tax benefits, and improving infrastructure and logistics networks.
National and international status of pharma indus.Priyesh Pandya
The document summarizes the status of the global and Indian pharmaceutical industries. It notes that the global pharmaceutical market is expected to reach $1.18 trillion by 2024, driven by aging populations and chronic disease growth. The top companies globally in 2024 are predicted to be Pfizer, Novartis, and Roche. Oncology is the largest area of R&D spending. In India, the market was worth $18.12 billion in 2018 and is expected to grow to $55 billion by 2020. India supplies over 50% of global generic demand and has strong advantages in low-cost production. The top publicly listed Indian pharmaceutical companies are Sun Pharma, Dr. Reddy's, Cipla, Aurobind
To recap the previous month's pharma highlights to Pharma Uptoday followers, Monthly magazine Volume 17 has been released with the following content.
News Uptoday
New Guidance
Audit Findings
483 Observations
EU Non Compliance Report
- INTEGRA LIFE SCIENCES CORP, United States
- JINAN JINDA PHARMACEUTICAL CHEMISTRY CO., LTD., China
- WUXI JIDA PHARMACEUTICAL CO., LTD, China
- PARABOLIC DRUGS LIMITED, India
Warning Letters
- Mahendra Chemicals, India
Regulations of the Month
- Sec. 211.25 Personnel qualifications
- Sec. 211.28 Personnel responsibilities
The pharmaceutical industry is the world's largest industry worth $2.8 trillion globally. The Indian pharmaceutical industry is the third largest by volume and exports 20% of generic drugs worldwide. It has grown significantly over the past two decades and is expected to become the sixth largest pharmaceutical market globally, worth $55 billion by 2020. The industry faces challenges of being highly fragmented, low profit margins due to government price controls, and low research and development investments due to pricing norms. The government is taking initiatives to support the industry through funding and reforms.
Covid -19 has a huge impact on market this year. Many companies are dissolved, many are in debt. this document shows the impacts and measures taken by sectors and companies to overcome the outbreak.
Pharma Uptoday Monthly Magazine Volume 8 issue Nov 2014Sathish Vemula
To recap the previous month's pharma highlights to Pharma Uptoday members, Monthly magazine Volume 8 has been released with the following content.
3 News Uptoday
14 New Guidance
30 Audit Findings
483 Observations
- Exemplar Lab, MA
- Genentech Inc
- Celltex Therapeutics Corporation
- APP Pharmaceuticals, LLC
- Reganeron Pharmaceuticals, Inc.
Warning Letters
- Hospira, Austarlia
- Sanjiu Medical and Pharmaceutical Co.,
- Beacon Hill Medical Pharmacy
EMA Non-Compliance Reports
- Wockhardt Limited, Nani Daman
- Fujian South Pharmaceutical, China
40 Regulations of the Month
§211.184 Component, drug product container, closure, and labeling records
§ 211.186 Master production and control records
The document provides an analysis of the Indian pharmaceutical sector, including background information, current trends, and performance of major players. It discusses key growth drivers for the industry like rising incomes and improved healthcare infrastructure. Major players are achieving steady profits, though pricing pressures have kept margins mostly flat recently. Companies with higher earnings efficiencies like Sun Pharma and Divis Lab command higher valuation multiples, while Elder Pharma has the lowest multiples due to lower profitability. The analysis also examines relationships between valuation metrics like EV/Sales and EBITDA margins for different firms.
This document provides a business plan for a new pharmaceutical company called NEWTech Advant. The plan includes a situation analysis of the pharmaceutical market, noting trends like an aging population and increased regulation. It outlines NEWTech Advant's goals of improving existing drugs and discovering new ones. The marketing strategy discusses targeting physicians and patients aged 45+, and increasing market share through advertising. Financial objectives include achieving profitability in three years. The plan also analyzes strengths, weaknesses, opportunities and threats for the new company.
The document is a weekly newsletter on functional foods and nutraceuticals that provides business and market intelligence. It includes summaries of company news such as NutraCea's plans to exit bankruptcy, a merger between Kerrygold and North Downs Dairy, and Metcash's acquisition of Franklins supermarkets. It also summarizes partnerships between companies like Ganeden Biotech and Glanbia Nutritionals, as well as General Mills' 5-year growth plan targeting $18 billion in sales. The newsletter covers topics like consumer trends, market research, innovations, regulations, health research, and upcoming conferences in the functional foods industry.
Pharma Uptoday Monthly Magazine Volume 22; Issue Jan 2016Sathish Vemula
Sanofi and AstraZeneca are collaborating by sharing 210,000 compounds between their proprietary libraries, allowing free access and development without restrictions. MHRA will phase out submissions on physical media by February 2016. Indian exporters are demanding that the validity of WHO GMP certificates be increased from 2 to 3 years due to registration delays. ManKind Pharma plans to build new manufacturing facilities, including one in Sikkim to take advantage of tax incentives. AstraZeneca Pharma India will close its API unit in Bengaluru due to low export demand.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- The Indian pharmaceutical industry is expected to grow at a CAGR of 12.89% until 2020 to reach $55 billion in size.
- India accounts for 20% of global exports in generics drugs. Exports stood at $16.84 billion in 2016-17 and are expected to reach $20 billion by 2020.
- The domestic pharmaceutical market was worth $27.57 billion in 2016 and is estimated to have grown 7.4% to $29.61 billion in 2017. The market is expected to continue growing rapidly over the next few years.
Analysis of Covid19 impact on Sectors of Indian Stock MarketAaron Andrade
The outbreak of COVID19 which is said to be a respiratory disease has bought social and economic life to a standstill position with no advance treatment or vaccine available. The project aims to inform about the impact of covid19 on the Indian economy. It aims on providing impact of covid19 on three different sectors i.e Banking, FMCG and Pharmaceutical. I have used secondary data to analyse the influence of covid19 on the change in the stock price of the company. The companies used in the paper are HDFC bank and ICICI bank from the banking sector, Britannia, and Godrej consumer products from the FMCG sector , Dr.Reddys laboratories and Sun Pharma from the Pharmaceutical sector.
- Major Indian IT services firms are expected to continue strong growth in the coming year, driven by trends in technology upgrades, emerging areas such as AI and IoT, and growing demand from emerging markets.
- HCL Technologies warned that its October-December revenue will be negatively impacted by the strengthening US dollar against other currencies.
- The domestic Indian IT market is forecast to grow 12.3% in 2015 to reach Rs. 1.7 lakh crores.
The COVID-19 pandemic has severely impacted the Indian economy and stock market. Several sectors like pharmaceuticals, textiles, and aviation have been affected. Pharmaceutical stock prices initially increased on hopes of developing a vaccine but have since fluctuated. Textile companies like Welspun India and Page Industries saw declining demand and profits. Aviation companies like SpiceJet and IndiGo have faced cancellations of international flights and a 15-20% decline in bookings that will impact quarterly earnings. Overall, the pandemic has created economic uncertainty and volatility across many industries in India.
Z Score Model analysis on Pharma industryRanga Nathan
This document provides an overview of the Indian pharmaceutical industry. It discusses the size and growth of the Indian economy and pharmaceutical industry. The pharmaceutical industry in India is the third largest by volume and is dominated by generic drugs, which account for 20% of global exports. The market size of the pharmaceutical industry in India is $20 billion and is expected to grow at a 20% CAGR over the next 5 years. The government has introduced several initiatives like allowing 100% FDI in pharmaceutical manufacturing and introduced new standards to enhance quality and help the industry's continued growth.
The document provides an overview of the pharmaceutical industry in India. Some key points:
- The Indian pharmaceutical industry is expected to grow at a CAGR of 12.89% until 2020 to reach $55 billion in size.
- India accounts for 20% of global exports in generics drugs and exports were $16.8 billion in 2016-17, expected to reach $20 billion by 2020.
- The generics market in India stands at $26.1 billion in 2016 and has strong growth potential.
- Major segments of the pharmaceutical industry in India include active pharmaceutical ingredients, formulations, biosimilars, and contract research and manufacturing.
Similar to Sector updates for the week ending 22nd Nov'14 (20)
Walmart Business+ and Spark Good for Nonprofits.pdfTechSoup
"Learn about all the ways Walmart supports nonprofit organizations.
You will hear from Liz Willett, the Head of Nonprofits, and hear about what Walmart is doing to help nonprofits, including Walmart Business and Spark Good. Walmart Business+ is a new offer for nonprofits that offers discounts and also streamlines nonprofits order and expense tracking, saving time and money.
The webinar may also give some examples on how nonprofits can best leverage Walmart Business+.
The event will cover the following::
Walmart Business + (https://business.walmart.com/plus) is a new shopping experience for nonprofits, schools, and local business customers that connects an exclusive online shopping experience to stores. Benefits include free delivery and shipping, a 'Spend Analytics” feature, special discounts, deals and tax-exempt shopping.
Special TechSoup offer for a free 180 days membership, and up to $150 in discounts on eligible orders.
Spark Good (walmart.com/sparkgood) is a charitable platform that enables nonprofits to receive donations directly from customers and associates.
Answers about how you can do more with Walmart!"
How to Manage Your Lost Opportunities in Odoo 17 CRMCeline George
Odoo 17 CRM allows us to track why we lose sales opportunities with "Lost Reasons." This helps analyze our sales process and identify areas for improvement. Here's how to configure lost reasons in Odoo 17 CRM
How to Setup Warehouse & Location in Odoo 17 InventoryCeline George
In this slide, we'll explore how to set up warehouses and locations in Odoo 17 Inventory. This will help us manage our stock effectively, track inventory levels, and streamline warehouse operations.
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ISO/IEC 27001, ISO/IEC 42001, and GDPR: Best Practices for Implementation and...PECB
Denis is a dynamic and results-driven Chief Information Officer (CIO) with a distinguished career spanning information systems analysis and technical project management. With a proven track record of spearheading the design and delivery of cutting-edge Information Management solutions, he has consistently elevated business operations, streamlined reporting functions, and maximized process efficiency.
Certified as an ISO/IEC 27001: Information Security Management Systems (ISMS) Lead Implementer, Data Protection Officer, and Cyber Risks Analyst, Denis brings a heightened focus on data security, privacy, and cyber resilience to every endeavor.
His expertise extends across a diverse spectrum of reporting, database, and web development applications, underpinned by an exceptional grasp of data storage and virtualization technologies. His proficiency in application testing, database administration, and data cleansing ensures seamless execution of complex projects.
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This presentation includes basic of PCOS their pathology and treatment and also Ayurveda correlation of PCOS and Ayurvedic line of treatment mentioned in classics.
Strategies for Effective Upskilling is a presentation by Chinwendu Peace in a Your Skill Boost Masterclass organisation by the Excellence Foundation for South Sudan on 08th and 09th June 2024 from 1 PM to 3 PM on each day.
This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.
2. November 23, 2014
1
Banking and Financial Services Sector Update
(Sector Analysts: Jyoti Gupta, Ankita Kumar, Akshat Kulshrestha)
Market Performance:
The banking sector performed well last week. All the major private and PSU banks closed on a positive note. Bank Nifty closed at 18056 after increasing 2.33% on Friday.
STOCK
PRICE
% CHANGE Axis Bank 476.95 2.21
Bank of Baroda
1,038.65
1.28 Bank of India 276.20 1.40
Canara Bank
396.15
0.83 SBI 305.50 2.83
HDFC Bank
932.85
1.60 ICICI Bank 1,730.70 2.53
PNB
977.30
2.60
MAJOR NEWS:
Strict RBI norms create tough situations for NBFCs
On Monday, RBI announced new norms regarding the regulatory arbitrage. The advantage that NBFCs had will be over by 2018. Now, NBFCs will have to provision for bad loans in line with what banks were doing. Banks declared an account as non-performing if the party failed to pay the interest or principle for 90 days. Whereas, NBFCs declared such parties as NPA after the payment was due for 6-12 months. Also, RBI has directed NBFCs not to take any public deposit recently.
ING Vysya and Kotak Mahindra merger
Kotak Mahindra is all set to buy ING Vysya bank under an all stock $2,4 billion deal. However, the management of Kotak is facing a challenge in trying to integrate the cultures of the two banks, which are quite different. This step may provide Kotak with an opportunity to lend to small and medium enterprises, but that has some issues as Kotak will now have to deal with less sophisticated clientele, which is quite contrary to what Kotak did till now. Even after all this, Uday Kotak, VC and MD of Kotak Mahindra Bank is confident that the merger will go smooth and without any issues.
Nabard sets aside Rs 2000 crore for UP for the current fiscal
NABARD has committed a sum of Rs 2000 crore for the development of UP. A sum of around 605 crores has been allocated for the irrigation project in Gorakhpur. In addition to this a sum of Rs 260 crores has been allocated for developing cold and dry storage facilities in the state.
3. November 23, 2014
2
CCD owner buys stake in Lakshmi Vilas Bank
The owner of the CCD chain, VG Siddhartha had recently bought 4% stake in Lakshmi Vilas Bank for Rs 65 crores
References:
http://www.business-standard.com/article/opinion/rbi-norms-puts-nbfcs-survival-in-question- 114111200109_1.html
http://www.moneycontrol.com/terminal/?index=23
http://economictimes.indiatimes.com/industry/banking/finance/finance/cafe-coffee-day- owner-vg-siddhartha-buys-4-per-cent-stake-in-lakshmi-vilas-bank-for-rs-65- crore/articleshow/45236507.cms
4. November 23, 2014
3
FMCG Services Sector Update
(Sector Analysts: Amrit Pal Singh and Kirti Chablani)
Weekly Stock price performance of key companies:
STOCK
PRICE(in INR)
CHANGE ITC 376.15 +2.12%
Dabur
230.65
-0.62% Marico 323.05 -1.88%
Colgate
1893.20
-4.75% Nestle 6336.40 +0.06%
Britannia to e-launch its premium cookie , Good Day Chunkies
Britannia is going to test the e-commerce route for the first time with its exclusive tie up with Amazon for the launch of its super premium Chocolate chip cookie range Good Day Chunkies. Good Day Chunkies, the company's most expensive product at Rs 50 for six cookies, will be sold for the first few weeks (beginning next week) exclusively on Amazon.in. The product won't carry a delivery charge and will be part of Amazon's gourmet & specialty foods store.
Urban market sees a revival in demand of white goods and FMCG FMCG value consumption in urban markets was up 7 per cent in the July-September 2014 period, against 2 per cent in the corresponding year-ago period, according to IMRB data, although rural demand didn't register any growth. Latest data from the white goods industry tracker GfK reveals that Indian appliances like microwave ovens and refrigerators are logging double digit volume growth this fiscal after flat sales in the past two years. Companies are also optimistic that this sentiment will eventually trickle down to the rural segment as well, which continues to be a lag because of erratic and inadequate monsoon this year.
References http://economictimes.indiatimes.com/articleshow/45227000.cms http://articles.economictimes.indiatimes.com/2014-11-21/news/56340082_1_refrigerators-urban- markets-godrej-appliances
5. November 23, 2014
4
Pharma Sector Update
(Sector Analysis: Kanika Singh, Neha Kumar, Ravi Karanam)
New bulk drug policy by government set to stimulate growth in pharma sector Government is all set to bring out a new pharma policy for bulk drugs in 10-15 days that would help the sector grow multiple times over the next 5 years. The new industry friendly bulk drug pharma policy will will have various concessions for all stakeholders of the pharma sector so that it is put on the growth trajectory. Through this policy, the pharmaceutical sector which is Rs 1.8 lakh crore in size currently is likely to grow by 4-5 times in next 5-7 years through phenomenal increase in its domestic production and exports.
Ranbaxy Lab files a suit on US FDA for revoking drug approvals, court turns down its request to block the launch of rival generic drugs Ranbaxy Laboratories Ltd sued US Food and Drug Administration (FDA) for revoking approvals granted to the firm to launch copies of two drugs which include AstraZeneca Plc's heartburn pill Nexium, saying it had overstepped its jurisdiction by doing so. The US court, however turned down Ranbaxy's request to block the launch of generic version of Valcyte by Dr. Reddy's Laboratories and Endo International, who were given the right to exclusively sell the generic versions for the first six- months after revoking the rights from Ranbaxy.
Global expenditure on medicines to touch $1.3 trillion by 2018 IMS Institute for Healthcare Information (Mumbai) has estimated that international spending on drugs is likely to touch US$ 1.3 trillion by 2018 with a growth of 30 per cent over the 2013 level owing to introduction of novel specialty medicines and improved accessibility for patients with minor impacts from patent expiries in developed markets. The growth will be driven by rising population, an aging population and improved access in pharma emerging markets. Sun Pharma recalls bottles of anti-depressant drug in US on account of failure to meet the dissolution specification Sun Pharma initiated a recall of 68194 bottles of its Venlafaxine Hydrochloride Extended-Release 37.5 mg tablets manufactured at its Halol plant for failing to meet dissolution specification. The drug is used to treat major depressive disorder and has been recalled. The recall has been classified as a Class- II recall defined by the FDA as a situation in which use of or exposure to a violative product may cause temporary or medically reversible adverse health consequences or where the probability of serious adverse health consequence is remote. Pfizer signs a $850 million cancer drug deal with Germany's Merck KGaA In a major cancer drug deal, Merck will get an upfront payment of $850 million from the US drugmaker for sharing rights to develop its experimental immunotherapy drug with the Pfizer. In addition, the company is also eligible for up to $2 billion in payments based on the medicine's future success. Merck's immunotherapy drug is a part of class of drugs known as anti-PD-L1 therapies which work by
6. November 23, 2014
5
blocking a tumor's ability to evade the immune system's defences. Such immune-boosting medicines are the hottest area of cancer research. Rise in chronic illness offers huge growth opportunities for pharma market The Indian pharma industry has witnessed the highest volume growth in anti-diabetic medicines in the last five-years followed by medicines for treating semi-chronic ailments in urology and dermatology. According to AIOCD (All India Organization of Chemists and Druggists), the Indian pharma market grew at a CAGR of 3.3% in terms of volume in the past five-years while the medicines for combating diabetes, urology and dermatology ailments grew at double the industry growth rate. The trend is expected to sustain, owing to the increased chronic lifestyle disorders.
Stock Recommendations
The below stock recommendations are based on the comparison of the Bloomberg estimated Median Target Price and current price of the stocks. Stock Target Price(INR) - 12 month period Current Price(INR) Recommendation
SUN PHARMACEUTICAL INDUS
980
841
BUY
DR. REDDY'S LABORATORIES
3453
3530
SELL/HOLD
RANBAXY LABORATORIES LTD
698
617
BUY
CIPLA LTD
631
627
BUY
LUPIN LTD
1526
1463
BUY
GLENMARK PHARMACEUTICALS LTD
790
819
SELL/HOLD
CADILA HEALTHCARE LTD
1519
1563
SELL/HOLD
BIOCON LTD
512
457
BUY
TORRENT PHARMACEUTICALS LTD
1023.5
1004
BUY
References
http://www.pharmabiz.com/NewsDetails.aspx?aid=85235&sid=2
http://www.ft.com/intl/cms/s/0/b126fbfa-6fc2-11e4-a0c4-00144feabdc0.html#axzz3JnGKZe5O
http://profit.ndtv.com/news/industries/article-government-to-rollout-bulk-drug-pharma-policy- within-15-days-700580
http://economictimes.indiatimes.com/industry/healthcare/biotech/pharmaceuticals/sun-pharma- recalls-68194-bottles-of-anti-depression-drug-in-us/articleshow/45177996.cms
7. November 23, 2014
6
Power Sector Update
(Sector Analysis: Anshu Mishra and Ankit Bacchuka)
Major News:
India Plans solar army, to train 50000 people – They will be trained in areas related to solar power by organizations like industrial training institutes (ITIs). The solar army will help the government to achieve the revised target of 100000 MW from 20000 MW by 2022. For this estimated investment is of around Rs.6.5 trillion over five years.
Private producers are seeking 10 per cent additional debt exposure by banks to the power sector to fund projects stranded by lack of fuel. The Association of power producers suggested if a project was stranded because of fuel, banks be allowed to classify these assets as standard, defer interest and capitalize these, reduce the interest rate to the State Bank of India’s base rate till the plants were operational and extend the loan tenure suitably.
Sesa Sterlite (2400 MW) and GMR Kamalanga (3*350 MW) has commissioned their power projects in Odhisa, other Independent power producers like Jindal India Thermal Power Ltd (JITPL), Ind-Barath Energy Utkal Ltd and Monnet Power have also made substantial investments and are in advanced stage of commissioning their projects.
Bharat Heavy Electricals Ltd has commissioned the second module of ONGC gas- based power plant in Tripura. The plant has 2 modules of 363.3 mw each. Across the country, it has build 9 modules steam power turbine to produce electricity in combined cycle mode.
The sixth 660 Mw unit of Sasan ultra mega power project with total capacity of 3,960 Mw will be fully operational before January 2015. For now 3300 MW capacity of the project is operational
NTPC has decided to invest in solar energy power projects in Odhisa, it has signed an MoUs with the Andhra Pradesh government for generation of 1,000 Mw solar energy and with the Madhya Pradesh government for another 750 Mw. Nationwide, NTPC has been mandated to generate 3,000 Mw solar power.
The Union Cabinet today gave its approval for signing of "SAARC Framework Agreement for Energy Cooperation (Electricity)" among the SAARC Member States during the forthcoming 18th SAARC Summit scheduled to be held at Kathmandu, Nepal on 26-27 November, 2014. The Agreement is expected to improve the power availability in the entire SAARC region.
The prices in spot market continue to decline to as low as Rs. 2.17 per unit but still big cities are facing power shortage issues in the range of 3,000 Mw to 4,500 Mw. The cost of power is usually in the range of Rs 3.8-5 per unit. The difference is demand and supply is caused because of lack of proper transmission system and planning of power purchase.
9. November 23, 2014
8
Oil and Gas Sector Update
(Sector Analysis: Ashwin Jain, Mili Handa and Piyush Sethi)
Major News: DBTL compliance in Gujarat: IOC has set a target of 90% cash transfer compliance among its consumers by mid- January 2015. This modified Direct Benefit Transfer (DBTL) scheme is set to launch on 1st January, 2015. Last time this scheme was launched in 2013 but at that it mandatorily required consumers to have Aadhar card for availing LPG subsidy. Later it was modified under which consumers can receive cash directly into their bank account without producing Aadhar card. Around 6.5 million LPG domestic consumers are there in Gujarat between three PSUs – IOC, HPCL and BPCL. Brent crude oil fell beyond 78$ a barrel: This dip has been because of weak economic data of China and Europe and US crude inventories high, resulting in more supply but not much demand. Gas supply from Turkmenistan: As part of TAPI gasline project, a 1800 km pipeline is being set up which will be exporting 33 million bcm of natural gas from Turkmenistan via Pakistan and Afghanistan to India for over 30 years. They are in a plan of expanding their activities in upstream and downstream facilities as well. Recently India has set up a company jointly with Turkmenistan, Afghanistan and Pakistan which will commission the TAPI project. Reduction in Import Bill by Rs 10000 Cr: Government is in a plan to import fuel from middle-east countries at better rates which will further lead to reduction in import bill by at least Rs 10000 Cr. At this moment OPEC is battling up for market share and is competing with the new energy suppliers. As per oil industry officials country will save Rs 9000 Cr a year for every 1$ reduction in price.
References-
http://www.business-standard.com/article/companies/ioc-aims-at-90-dbtl-compliance-in-gujarat- by-mid-jan-114112100859_1.html
http://www.business-standard.com/article/markets/crude-oil-slips-below-78-a-barrel- 114112001432_1.html
http://www.business-standard.com/article/economy-policy/oil-ministry-seeks-gas-assurance-from- turkmenistan-114111900773_1.html
10. November 23, 2014
9
http://articles.economictimes.indiatimes.com/2014-11-18/news/56221832_1_oil-minister- dharmendra-pradhan-tapi-pipeline-project-india-and-pakistan
http://www.etintelligence.com/etig_root/sections/Sectors/OilGas/news/2014/NOV/SEc-Oil-Gas- 181114.pdf
11. November 23, 2014
10
Telecom and IT Sector Update
(Sector Analysis: Bharat Dasaka, Melvin Matthew, Arpita Verma)
Major News:
Acquisitions
Tech Mahindra in plans to buy Light Bridge Communications
Tech Mahindra, Part of Mahindra Group Conglomerate, Is planning to buy US based Light Bridge Communications. Light Bridge Communications is a network services operator which will be adding around 30 clients to the Tech Mahindra’s clientele. 45 % of Tech Mahindra’s revenue comes from telecommunication business accounts. Acquiring Light Bridge communications would set the total Tech Mahindra’s employee count to over 1,00,000. The Deal is estimated at $240 Million Dollars. Tech Mahindra has been aggressively acquiring companies in the past as well with acquisitions such as Hutchison Global Services, vCustomer BPO, Type Approval Lab. Tech Mahindra is trying to establish firm ground and global foot print in telecommunication business.
Partnership
Infosys enters into partnership with Dream Works
Infosys has entered into an engineering pact with dream works to help DreamWorks develop its technologies. Dream Works is an American film production company which is into films, animation and video games. Infosys is set to funnel its talent pool across various technologies such as Cloud, big data and java. These will in turn provide technological solutions to DreamWorks. The financial details of this partnership is yet to be disclosed.
TCS faces setback in its new software system for emigration
Tata consultancy services has faced a setback when the recruitment agents asked MOAI(Ministry of Overseas Indian Affairs) to roll back the new emigration software system developed by TCS to the old system . Apparently, the new system was delaying the emigration clearance system leading to huge blockage of applications. To quote an example, More than one lakh job seekers to the Gulf are stranded in Mumbai and different parts of the country due to the implementation of the TCS eMigrate system.
12. November 23, 2014
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What’s Trending in IT? A new software has been developed by scientists which can analyse the life cycle, carbon footprint and water foot print for grape, wine and sugar beet production
A Computer model is in place which shows how CO2 traverses across the globe. The model helps identify the concentration of CO2 with respect to growth cycle of plants and trees and climatic changes
References-
http://businesstoday.intoday.in/story/infosys-dreamworks-animation-sign-engineering- pact/1/212072.html
http://www.thehindubusinessline.com/features/smartbuy/recruitment-agents-want-tcs- emigration-software-withdrawn/article6618733.ece
http://www.sciencedaily.com/releases/2014/11/141118072648.htm
http://www.sciencedaily.com/releases/2014/11/141117174526.htm
13. November 23, 2014
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Metals & Mining and Real Estate Sector Update
(Sector Analysis: Arihanth Jain, Manish Rathore and Priyanka Mohanty)
Metals and Mining:
Stock price performance of key companies
Name
Change %
Related news Tata steel -2.9% TATA steel receives $750m in commitments in an aim to borrow $5.6 billion.
Sesa Sterlite
-0.39% Sesa Sterlite is going to take up Rs 2,500 cr TN facility expansion Coal India limited -2.47% S Bhattacharya set to take on as CMD of CIL.
NMDC
-5.5% NMDC and Odisha mining steel plant in keonjhar.
New legal/regulatory environment
Inter ministerial meet :An inter-ministerial meet is scheduled for next week to discuss the issues related to linkages of coal sector to other sectors such as power.The power ministry also sought suggestions from various ministeries.
Coal and CBM environment: Indian government is ready to align coal mining and gas exploration legislation to facilitate the exploration of coal and coal bed methane(CBD) by both domestic and foreign investors.
Estimates for the sector Mining index: The index of mineral production of mining and quarrying sector for September grew 0.7 per cent while the total value of the mineral output was estimated at Rs 17,221 crore.
Other news Global steel price: Coupled with increased exports from China led to CIS export prices witnessing a bigger fall compared to domestic prices.It will also likely make Indian prices to follow the same route.
Foreign firms to mine: India will likely allow locally registered foreign firms to mine and sell coal.This will end the chronic shortage that cripples power plants.