Stockrabit · Analysts
Questions across 7 calls

Harsh Bhatia

Bandhan AMC

Neuland Laboratories Limited

Neuland Laboratories Limited CC-Sep24.pdf · 2024-11-06
Sir, one question, again, very directionally more qualitative in nature when you made this comment of the US rather opportunities shifting out of China and the customers approaching Neuland to proceed with the molecule. How do we think about the pricing dynamics and the overall cost structure for the business as such? Because at the end of the day, when you are trying to pursue that molecule, you are going to compete with other players also and you're going to, to a certain extent, going to compete with the Chinese pricing as well because that's the benchmark. So how should we think about pricing from Neuland's perspective and industry in general because I think that's going to be something that we'll have to keep in mind, right, for a lot of business that is different from China. So just a thought?
Sure. That's really helpful. Just one clarification, if I may. When you talk about this particular molecule, as an example, shifting out of China, again, from a benchmark perspective, let's say, if you have the biotech company coming to you in the initial stages and you being the primary supplier as compared to the same mo lecule shifting out of China, would there be a material difference? Or is this something that we should not lose our sleep on? Like I understand that over a 3 to 5year period, whatever you're projecting with the particular level of volume, it might not make a very large difference. But let's say, for the initial period of time, is there something we should keep in mind in terms o f a large gap for the pricing perspective?
Neuland Laboratories Limited CC-Mar24.pdf · 2024-05-14
Yes, hi. Just one or two quic k clarifications. A bit of micro and macro. At least at the peptide level, I think so. One or two quarters back, you made a comment that we expect to find one molecule in this year, calendar year. And then two molecules in CY26 at the G DS level. And then there are a couple of molecules at the CMS level as well. So if you could help us understand where are we at least for the CY24 filing. And I think so you also made a passing comment that the potential for the GDS molecules could be much higher than the CMS ones. I understand that there could be some volume-based growth from the peptide space. But if you could just refresh our memory for that, please.
Sure. Just to clarify, CY26 is the GLP1 asset. CY24 is also a GLP1 asset?

Rainbow Childrens Medicare Limited

Rainbow Childrens Medicare Limited CC-Jun24.pdf · 2024-08-14
Thank you. So, just one clarification. Apologies if this is repetitive, but on this ARPOB move on a year-on-year basis, I understand the ALOS has also moved up, which is why there could be a case of ARPOB moving down. But this has been the case for both the new hospitals as well as the old hospitals. So, if you could help us understand like what exactly is happening across both the units.
Okay, so simply it is just about the cases, overall case mix becoming more-and -more complex to a certain extent.

Syngene International Limited

Alkem Laboratories Limited

Alkem Laboratories Limited CC-Mar24.pdf · 2024-05-29
Just two quick questions. I joined the call a bit late, so maybe repetitive, but the Enzene plant once it gets commercialized in the 4th Quarter. Dr. would you say that on an analyzed basis, the Enzene segment as a whole would still continue to be breakeven once the 4th Quarter costs come into picture or would you say that would not be the case?
Margin guidance, so I understand the Enzene part of the chronic share and the trade generic margin potential as such, what is your internal assumption very qualitatively, directionally, again for your most important, let's say raw materials or revenues of PenG, what is your internal assumption to that extent, the internal part of it?

Piramal Pharma Limited

Ajanta Pharma Limited