Questions across 5 calls

Darshit Shah

Nirvana Capital

Cohance Lifesciences Limited

Cohance Lifesciences Limited CC-Dec24.pdf · 2025-02-12

Congratulations for a good set of numbers. Sir, I have a couple of questions. One is on the last call, you had mentioned that there were two molecules that kind of cleared Phase-3, one from the Suven side and one from the Cohance side. Just wanted to know, were there any revenues from those molecules in this quarterly results?

Got it. And one of the molecules you mentioned is also kind of shown, I mean for second indication. So, does that mean that, I mean it would be kind of used for some other treatment apart from what it was initially trialed for?

Cohance Lifesciences Limited CC-Sep24.pdf · 2024-11-12

Sir, on this Suven pharma CDMO, as you alluded there were two readouts that are going to happen. So, both the readouts have happened and out of that one readout for Phase-3 is positive. Is the understanding correct?

And even on the Cohance side, we have one Phase-3 approval by the US-FDA. So, in total we have two molecules that have cleared Phase-2, right?

Cohance Lifesciences Limited CC-Jun24.pdf · 2024-08-09

So, I heard that now in the Suven CDMO out of seven molecules, two molecules data is to be read out in FY25. Also, these are for the intermediate. So, earlier also we were in talks to kind of value migrate to API with our existing as well as new innovator companies. So, anything that is on our advanced stage for that?

Just if I look at your aspiration which we are highlighting to grow the combined business to double in next five years, so that works out to be around 15%, 16% CAGR. It seems to be pretty low like for both the companies if we look at historical for four, five years, both the companies have kind of grown at 20%, 25% CAGR. So, are we not seeing enough green shoots or are we being too conservative because we are the minority shareholders probably are a little far higher growth with Advent kind of coming and combining this business and all. So, where am I missing if you can kind of throw some light on that?

Cohance Lifesciences Limited CC-Dec23.pdf · 2024-02-05

Just wanted to know a few quarters back, there were around five molecules in phase- III trials. So, would the new management be able to tell us how many molecules are currently in phase-III & ongoing?

Earlier, we used to get details on the number of projects we are currently ongoing and the phase- wise details. So, would the new management be kind of able to provide those in the presentation now so that we get an idea of how many projects we've added, which are the projects & in what phases they are in, your thoughts on that?

Cohance Lifesciences Limited CC-Sep23.pdf · 2023-11-09

Yes, sir. Thanks for the opportunity and all the best to the new team to carry on the legacy of Mr. Jasti, who has created this great company. Sir, my question pertains to Suven has historically generated good amount of cash flows and even right now we have around close to more than INR700 crore of cash and investments in our books. Probably, by the end of this year, it would inch towards INR1,000- odd crore. So, I understand you are in the midst of making this five- year blueprint, but would there be a dividend policy also in that blueprint where we would probably have a formalized dividend payout to the shareholders?

Got it. Just to confirm, in terms of molecules, we mentioned there are five molecules currently in the Phase 3, is that correct?