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16 Mar 2016
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Pharmaceuticals & Biotech.
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ICICI Securities Limited
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ICICI Securities Ltd. | Retail Equity Research In an unprecedented move, the Health Ministry has banned 344 fixed dosage combinations (FDCs) drugs over safety concerns. In 2014, the...
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07 Sep 2015
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Pharmaceuticals & Biotech.
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Phillip Capital
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Sell
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from ~45% earlier. R&D; spend relates to developing complex/specialty generics including (1) difficult formulation technologies (liposomes/nanoparticles/microspheres), (2) difficult tosynthesise/scale up (peptides, heparins, chiral chemistry), (3) differentiated delivery...
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04 Sep 2015
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Pharmaceuticals & Biotech.
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Phillip Capital
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Sell
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from ~45% earlier. R&D; spend relates to developing complex/specialty generics including (1) difficult formulation technologies (liposomes/nanoparticles/microspheres), (2) difficult tosynthesise/scale up (peptides, heparins, chiral chemistry), (3) differentiated delivery...
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17 Dec 2014
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Pharmaceuticals & Biotech.
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Reliance Securities
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Sharp depreciation in Russia/CIS is likely to impact the near term growth prospects of select Indian pharma companies under our pharma universe. Of the total 6 companies that has meaningful exposure in terms of sales to Russia/CIS are Dr Reddy's (14%), Glenmark (8%), JB Chemicals (9%), Torrent Pharma (2%), Ipca Labs (6%) and Ranbaxy (5%). We analyze the impact of Ruble to our earnings estimate and would remain cautious if the currency depreciation continues. As per our analysis, the impact on earnings at current levels will be higher for JB Chemicals (7%), Dr Reddy's (5.5%) and Glenmark (2.7%)....
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