Stockrabit · Analysts
Questions across 3 calls

Vivek Agarwal

Firm not listed in source transcripts

Lupin Limited

Lupin Limited CC-May26.pdf · 2026-05-08
Couple of questions on biosimilars. One is on Ranibizumab , so how comfortable you are with the economics of this product ? If you look at the current market dynamics, the prescriptions have shifted to Aflibercept that is a longer duration and if you look at the existing or the current incumbents’ biosimilars, they have dropped this product right from the market. So , what gives you confidence that this product is going to be a material product for you?
So basically, it's a FY28 launch?

Zydus Lifesciences Limited

Sun Pharmaceutical Industries Limited

Sun Pharmaceutical Industries Limited CC-May26.pdf ·
Yes, thanks for the opportunity and congratulations on the transaction. Sir, if we look at established brands, right, so it is more like all the products are genericized and not growing and seeing some kind of a structural decline. And you are talking about that applying Sun Pharma's branded generic playbook to grow sales of these brands further, right. So can you explain that what kind of the growth you are looking in these brands, what was the challenge especially in this business that Orga non was facing and how you are going to change this particular business in terms of growth trajectory? Thank you.
Yes, perfect. Thanks.