Lupin Limited CC-Dec23.pdf · 2024-02-08
I was saying l ast time in the last quarter we spoke about Respiratory being 45% of the US revenue. Now we speak about being 40%. So I was just wondering what the difference could be. Is it because of Brovana has fallen off the cliff or still we have a large share of Brovana? That's the first question. My second question is we have a large tentative approval for Xarelto, the blood thinner I suppose. It's a tentative approval. So is there anything much to it? According to the press release, its $8.5-$8.3 billion market. So is there anything to read into that?
Sure. I'm a little bit sketchy about all the data. I mean, I'm not a pharma hardcore. So, Spiriva, just if you can directly tell me, do you expect competition in the next two years or what is your thought process? And just on the margin fr ont, the steadiness in the margin is partly , is it because of product mix or a combination of product mix and the cost initiative which has kicked in? And also sorry, the last question again. We had an increase in MR last year from 7,000 to 9,000. Has that been optimized in your manner or do you think the PCPM could improve from here onwards? Sorry, too many questions I know too, but we can't help it. Thank you.