Questions across 3 calls

Foram Parekh

Bank of Baroda Capital Market

Cohance Lifesciences Limited

Cohance Lifesciences Limited CC-Mar25.pdf · 2025-05-28

My first question is on the ADC segment. So, we read a lot of news of ADC drugs like NR2 and all are being qualified in their late- stage clinical trial for the first line of treatment. We know that right now these are in the second line of treatment. So, once they are qualified for the first line of treatment, how do we see our ADC segment panning out? And currently, what would be the ADC proportion in the Pharma CDMO? And on the base of this positive outcome, where do we expect the ADC pie to grow into three years down the line?

My second question is, right now we know that in Phase-3, we have like 9 molecules. So, on the basis of the reading of Phase-1, Phase-2, is it possible for us to give a guidance to next one, two years line , how much increase in the Phase-3 molecules can be from current 9 molecules?

Ajanta Pharma Limited

Ajanta Pharma Limited CC-Mar25.pdf · 2025-04-30

Yes, thank you for the opportunity. Can you highlight on the outlook of ANDA filings in FY '26, please?

Okay. And can you just comment on the US tariff if implemented? So, how are we seeing this? How much would it, I mean, how would it impact us? Do I understand the portion or the contribution from the US side is very small for us? But just an overall, in a broader perspective, how are you all seeing the tariff, if levied, would impact us?

Alkem Laboratories Limited

Alkem Laboratories Limited CC-Dec24.pdf · 2025-02-07

My first question is on semaglutide. You can just explain or throw some light, like what is the size of -- the market size you are all expecting in India? And since there are many playe rs who want to enter in the first wave, so how are we strategizing? Like is it end-to-end manufacturing, including the device or through some strategic partnerships, some sense if you could give us on semaglutide?

Okay. So now -- since now we are guiding for in line IPM growth, which is at 7%. So once the semaglutide gets launched, do we anticipate growing higher than the IPM because of the demand and maybe going north of 10%-or-so?