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Research And Views Archives | Equitymaster

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A drug where Ranbaxy scores over Dr Reddy's

Jul 5, 2013

Equitymaster explains, which company is better of in the Isotretinoin drug in US.

Indian pharma: A walk through 'Para IVs'

Sep 21, 2012

Equitymaster explains the importance of Para IV filings for Indian pharma companies and which are the ones that are likely to benefit from possible outcomes.

Ranbaxy vs Dr. Reddy's: Which one is better? - III

Apr 8, 2011

This article is a comparison between Ranbaxy and Dr Reddy's balance sheet ratios and price performance over past 4 years.

Ranbaxy vs Dr. Reddy's: Which one is better? - II

Mar 26, 2011

This article is a comparison between Ranbaxy and Dr Reddy's revenue segmentation and other financial parameters.

Ranbaxy vs Dr. Reddy's: Which one is better?

Mar 23, 2011

This article is a comparison between Ranbaxy and Dr Reddy's profiles and their business segments.

Dr.Reddy's vs. Teva: Which generics co. is better?

Jan 7, 2011

Equitymaster compares the largest generics company in the world, the Israeli based Teva with India's Dr.Reddy's

Global pharma venturing beyond the US

Jul 9, 2010

Equitymaster discusses how global pharma is venturing towards emerging markets as competition hots up and growth slows down in the US.

Pharma: A second wave of generics opportunity

Jul 2, 2010

Equitymaster discusses the huge generics opportunity that beckons Indian pharma players in the US market in the next three years.

Stellar performance of pharma in 2009

Dec 30, 2009

Pharma stocks have considerably rallied in 2009 and this article takes a look at the winners and losers during the year along with the prospects for the sector.

The next big thing for global Pharma

Oct 15, 2009

Today's article highlights the important role that branded generics are expected to play in the global pharmaceutical market and how Indian pharma will benefit from the same

Pharma: The year that was…

Apr 10, 2008

FY08 was a mixed year for Indian pharma companies. While the pricing pressure in the global generics market and the sharp appreciation of the rupee kept pharma companies on their toes, most of them barring the MNC pharma companies were able to log decent growth rates as compared to the previous two years both in revenues and profitability.

Pharma: Looking to settle

Nov 13, 2007

Since CY05, when generic companies worldwide were rocked on their heels by the substantial price erosion that they faced on their base business, the pricing pressure has not shown significant signs of receding. That said, the pricing pressure is now more brutal on new molecules losing patents than the base business, where prices have more or less stabilised.

Pharma: The regulatory angle...

Oct 9, 2007

Healthcare has assumed significant importance the world over and the fact that the developed nations of the world spend around 8% to 14% of the GDP on healthcare further highlights the importance of the same.

Pharma: Why out-license?

Sep 11, 2007

In last week's article, we had brought to the fore the steps taken by domestic pharma companies to hive off R&D into a separate company in a bid to unlock value from the same in the longer term.

Pharma: Hiving off R&D...

Sep 4, 2007

The introduction of the product patent law in the country has compelled domestic pharma companies to increase their focus on R&D - to counter the likely slowdown of reverse engineered products in the future.

Pharma: New product introduction...

Aug 28, 2007

The introduction of the product patent law has led the Indian pharma companies to adopt a host of strategies to augment their revenue streams and sustain the pace of new product launches especially in the domestic market.

Pharma: Product patent dilemma

Aug 14, 2007

The product patent law was introduced in India on January 1, 2005 and is expected to put an end to the reverse engineering practices followed by Indian companies and prompt them to focus on discovery-led research to introduce patented molecules in the long term.

Pharma: Europe and ROW focus

Jul 17, 2007

The high level of competition witnessed in the US generics market has propelled generic companies both in India and globally to geographically diversify in a bid to de-risk their revenue profile and sustain overall profitability.

Pharma: Regulatory upsides in the making?

Jul 10, 2007

With healthcare costs accounting for a sizeable chunk of the GDP in both the developed and developing nations, little wonder then that governments across the world are under pressure to reduce these costs. For Indian pharma companies the competition has been intense in both the domestic and the global pharma market and a host of regulatory changes in recent times (especially in the European generics market) have been weighing heavy on companies having a presence in this region. In this article,

Pharma: The year that was...

May 29, 2007

FY07 was a good year for the Indian pharma companies especially the domestic ones as revenues from exports picked up scale through acquisitions and better opportunity in terms of product launches in the global generics market. The performance of the MNC pharma companies, however, left a lot to be desired. In this article, we shall take a look at the overall performance of the pharma sector for FY07/CY06. We have included the 11 pharma companies under our research coverage for the purpose of the


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