GlaxoSmithKline Pharmaceuticals Limited CC-Nov25.pdf · 2025-11-06
I have two questions. Firstly, to understand the impact of the CMO piece which you spoke about. In this context, the fire impact of one of your CMOs is behind us or will the supply impact will continue in Q3 as well? And if no, then I'm assuming you will have low channel inventory with some of your customers. Can you give some context on that, that will be helpful. Secondly, in terms of API prices and gross margins, what are the trends you are witnessing in real time now? Do you see any risk to the gross margin which you have been reporting recently?
Just a follow-up on this question. In the current quarter gross margins are relatively lower than what we have seen in the past many, many quarters. I think so.