Sir, firstly, on the number of doctors that got added in FY26 on the organic basis, if I exclude the acquisition-led addition of doctors, if you could share the number?
No issue. We can take it offline.
Questions across 6 calls
Tushar Manudhane
Motilal Oswal Financial Services Limited
Fortis Healthcare Limited
Torrent Pharmaceuticals Limited
Thanks for the opportunity. Just one more on the JB side. So, any therapy in India or let us say, segment in India and then likewise in the international market, which you think is not going to be remunerative or not aligned with the Torrent Pharma strategy, which you would like to eliminate or reduce considerably?
That is as far as India business and on the international market side?
Mankind Pharma Limited
Sir, on the prescription side, where the industry growth itself is a bit slow at about 4% and as a part of acute therapy that forms a considerable portion for the Mankind portfolio. So how we sort of intend to grow in this therapy as such, where the industry growth itself is struggling or what are the countermeasures so that the proportion of anti -infectives reduces over a period of time. So that we are able to outperform the industry on an overall portfolio level. That's my first question?
In fact, from that perspective, if you would like highlight what is the share of in -licensed or the specialty portfolio now in the Rx sales, combining all the therapies, we have to sort of...
Piramal Pharma Limited
With respect to Kenalog, while this product do not have a patent, but interestingly, there are still no generics. But if you could also share what ki nd of sales this product generates currently and where will this get manufactured once you acquire this product?
And so this product has been growing, or it's been pretty stable currently?
Sir, just on -- in terms of the order book for the CDMO side, if you could give some more color in terms of these incremental orders coming on which specific segment for us? Is it peptides? Is it ADCs? If you could share your thoughts on that?
Sure, sir. That's helpful. Just on ADC, one more, if I may, that typically, the success rate for the molecule from clinical to commercial is relatively much less compared to the other segments. And then given that scenario, still we are sort of investing considerably as far as the manufacturing sites are concerned. So that confidence is coming because of the certain products of innovators sort of moving towards the commercial phase? Or this is more to do for already commercialized products where the customer has asked for additional volume from us? Peter DeYoung; I'd say most of the new additions have been in the clinical phase. And what gives us excitement is not that we have one very large anchor customer that's providing all of the revenue or revenue projection. It's that we have a really broad base of both large pharma and emerging biopharma customers that are looking at a range of our capabilities. And so while we'd love for all of them to succeed in the clinic, as you mentioned, that's rarely the case. And we would anticipate there would be attrition, but we do see it's one of the areas with the highest number of clients with -- I'd say, of all of our areas, this differentiated area of ADCs would be one of the hottest. I think the onshore drug product and then the offshore API would be also right up there. But I'd say it's not like we're all depending on one particular Phase III to make the numbers work. We have a handful of meaningful large pharma and a handful of meaningful emerging biopharma that are collectively needle moving and interesting and compelling.
Cipla Limited
Thanks for the opportunity, sir. So, firstly, on the Q3 gross profit and gross profit margin, even the Revlimid related impact is there, is there further anything in the raw material may be related to Lanreotide which is dragging the gross profit much lower compared to earlier quarter outside Revlimid?
So this Lanreotide had any impact on the raw material side while sales would have got impacted more on the raw materials as well as in certain inventories or related expenses?