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MONTHLY DOSE
FEBRUARY 2019
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Lupin announced launch of NaMuscla in Germany & UK to treat
Myotonia
Laurus Labs received EIR from USFDA for its Unit 6
Lupin recalls over 24,000 bottles of skin treatment drug from US
Strides Pharma Science receives EIR from USFDA on continued GMP
status for facility in Bangalore
Lupin launches Clomipramine Hydrochloride Capsules USP for the
treatment in patients with Obsessive-Compulsive Disorder (OCD)
Glenmark enters into an exclusive license agreement with Grandpharma
(China) Co. Ltd. for commercializing investigational seasonal allergic
Rhinitis nasal spray Ryaltris in China
United Healthcare Services files complaint against Dr Reddy’s US firm
Aurobindo to invest Rs15cr for a 19.9% stake in Tirupati-based
drugmaker Synergy Remedies
SPARC gets GST notice for payment of service tax along with penalty
and interest aggregating to Rs46.04cr
Cipla completes first tranche of acquisition in US-based Avenue
Therapeutics
Aurobindo completes the acquisition of Apotex’ businesses in Poland,
Czech Republic, Netherlands, Spain and Belgium
Dr Reddy's Laboratories launches Tadalafil tablets in the US market
Jubilant Biosys, subsidiary of Jubilant Life Sciences enters new drug
discovery collaboration with Sanofi in CNS therapeutic area
Glenmark to spin off innovation business into a new company in the US
Cipla to acquire 11.71% stake in Wellthy Therapeutics
Dr. Reddy's re-launches Buprenorphine and Naloxone sublingual film in
US market
Piramal Enterprises to launch extensions for Saridon after SC lifts ban
Dr. Reddy's Laboratories recalls 2,770 bags of epilepsy injection in US
Alembic Pharma announces completion of USFDA Inspection at Aleor
Mylan recalls spray made at Cipla unit
Sharon Bio-Medicine Ltd gets 4 observations from USFDA for Taloja
API facility
Panacea Biotec Ltd board approves fund raising, transfer of
pharmaceutical formulations business
Unichem Labs files plea against general court order with EU court in
Perindopril case
Lupin launches chronic angina treatment drug in the US
Torrent Pharma recalls around 2.30 lakh bottles of high BP treatment
tablets from US
USFDA chief supports generics made in India
As prices of generics slide, Pharma firms shift focus to specialty drugs
Pricing pressure in US hastens Indian drug makers to shift focus from
generics medicines to specialty drugs
NHA to collaborate with Healthcare Federation for better
implementation of Ayushman Bharat
Centre approves two API Parks in Assam & AP to boost API sector
Senators grill pharmaceutical CEOs about high drug prices
Industry
Company
Global
News for the Month
Source: Media Reports and Company Press Releases
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Company API Strengths Indications Brand (Company) Mkt Size
Laurus labs Tenofovir/Lamivudine/
Dolutegravir
(TLD) drug
300/300/50mg
FDC
Treating HIV - -
Glenmark
Pharma
Fulvestrant
Injection
250 mg/5 mL &
50 mg/mL)
Used to treat hormone receptor-positive metastatic breast
cancer in postmenopausal women
Faslodex (AstraZeneca
Pharmaceuticals LP)
USD533.3mn
Company API Strengths Indications Brand (Company) Mkt Size
Cipla Tadalafil Tablets 20mg Treatment of pulmonary arterial hypertension (WHO Group 1) to
improve exercise ability
Adcirca (Eli Lilly) USD490mn
Lupin Tadalafil Tablets 20mg Treatment of pulmonary arterial hypertension (WHO Group 1) to
improve exercise ability
Adcirca (Eli Lilly) USD474.3mn
Cadila Carbamazepine ER 100/ 200/400 mg Treat certain types of seizures Tegretol XR (Novartis) -
Glenmark
Pharma
Sevelamer
Hydrochloride tabs
400/800 mg Used to control of serum phosphorus in adults with CKD on
dialysis
Renagel (Genzyme
Corporation)
USD102.1mn
Lupin Fluoxetine Tablets 60mg Treatment of MDD, OCD, Bulimia Nervosa & Panic disorder with or
without agoraphobia
Fluoxetine Tablets
(Alvogen)
USD42.5mn
Alembic Pharma Fenofibrate Tablets 54/ 160 mg Adjunct to diet Tricor Tablets ( AbbVie
Inc.)
USD92mn
Cadila Triamterene and Hydrochlorothiazide
Capsules
37.5mg/25 mg Treatment of hypertension or edema Dyazide (GSK) -
Strides Pharma
Science
Triamcino-lone Acetonide
Cream
0.025% / 0.1% &
0.5%
Treat variety of skin conditions Triamcino-lone Acetonide Cream of
(Mylan )
USD55mn
Alembic Pharma Moxifloxacin
Ophthalmic Solution
0.5% Treatment of bacterial conjunctivitis Vigamox Ophthalmic
Solution USP, (Novartis)
USD68mn
Glenmark
Pharma
Clobetasol
propionate foam
0.05% Used to treat certain scalp and skin
conditions
Olux foam (Mylan) USD50.9mn
Alembic Pharma Acetazolamide ER
Capsules
500 mg Treatment of chronic simple glaucoma, secondary glaucoma &
pre-operatively in acute
angle-closure glaucoma
Diamox Sequels (Teva) USD13.1mn
Strides Pharma
Science
Ethosuximide
softgel capsules
250 mg Anti-epileptic medication Zarontin capsules (Pfizer) USD10mn
Cadila Phytonadione tabs 5mg Treat & prevent low levels of blood
clotting factors
Mephyton (Merck) -
Cadila Colchicine Tablets 0.6mg Prevent or treat attacks of gout Colcrys (Takeda) -
Shilpa Medicare Gemcitabine inj. 200 mg/vial &
1 g/vial
Treatment of different types of
cancer
Gemzar (Eli Lilly) USD11.7mn
Lupin Methylprednisolone
Tablets
2/ 4/ 8/ 16 &
32mg
Corticosteroid used to relieve symptoms such as pain and selling
in various conditions
Medrol Tablets
(Pharmacia and Upjohn)
USD114.3mn
Lupin Minocycline Hydrochloride ER
Tablets
55mg Treat inflammatory lesions of non-nodular moderate to severe
acne vulgaris
Solodyn (Medicis) USD76.8mn
Tentative ANDA Approvals:
Final ANDA Approvals:
Source: Media Reports and Company Press Releases
Source: Media Reports and Company Press Releases
BSE Health Care Index Price Performance
Companies
Price
Chg (%)
1 M 6 M 12 M
Aarti Drugs Ltd 587 -0.9% 5.6% -2.7%
Abbott India Ltd 7471 -7.2% -10.5% 30.3%
Ajanta Pharma Ltd 974 -4.9% -23.4% -30.6%
Alembic Ltd 41 0.5% -13.6% -35.1%
Alembic Pharmaceuticals Ltd 555 -6.7% -7.2% 0.1%
Alkem Laboratories Ltd 1747 -7.4% -17.2% -21.4%
Apollo Hospitals Enterprise Ltd 1140 -14.0% -3.8% -5.2%
AstraZeneca Pharma India 2026 26.2% 7.5% 97.9%
Aurobindo Pharma Ltd 712 -9.4% 0.0% 16.1%
Biocon Ltd 622 -4.2% -0.3% -1.2%
Bliss GVS Pharma Ltd 178 13.6% -6.9% -8.4%
Cadila Healthcare Ltd 319 -0.1% -20.9% -21.2%
Caplin Point Laboratories Ltd 390 7.3% -10.7% -33.7%
Cipla Ltd 555 7.5% -15.9% -5.9%
Divi's Laboratories Ltd 1652 9.7% 26.5% 61.4%
Dr Reddy's Laboratories Ltd 2636 -3.2% 5.8% 17.9%
Dr. Lal PathLabs Ltd 1005 -6.8% -3.6% 10.5%
Eris Lifesciences Ltd 605 -3.0% -17.3% -18.5%
FDC Ltd 165 0.6% -32.9% -41.5%
Fortis Healthcare Ltd 134 -0.5% -8.3% -15.9%
GSK Pharmaceuticals Ltd 1327 -5.9% -61.4% -44.1%
Glenmark Pharmaceuticals Ltd 595 -8.6% -10.5% 9.5%
Granules India Ltd 98 7.1% -15.5% -17.6%
Gufic Biosciences Ltd 71 -16.0% -43.7% -40.6%
HealthCare Global Enterprises Ltd 197 0.3% -23.7% -35.3%
Hester Biosciences Ltd 1289 4.9% 2.6% -20.0%
Hikal Ltd 161 5.7% -0.1% -35.7%
Indoco Remedies Ltd 177 -4.4% -21.3% -30.7%
Indraprastha Medical Corp. Ltd 37 -5.8% -25.3% -30.9%
IOL Chemicals and Pharma Ltd 182 -9.8% 47.9% 133.8%
IPCA Laboratories Ltd 811 5.0% 5.3% 20.9%
J.B. Chemicals & Pharma Ltd 326 4.4% -4.0% 3.0%
Jubilant Life Sciences Ltd 785 11.5% 8.5% -10.6%
Kopran Ltd 37 -15.9% -31.4% -47.2%
BSE Health Care Index Price Performance
Companies
Price
Chg (%)
1 M 6 M 12 M
Laurus Labs Ltd 332 -10.2% -24.2% -38.3%
Lincoln Pharmaceuticals Ltd 165 -12.8% -36.4% -32.9%
Lupin Ltd 765 -13.1% -18.0% -6.7%
Mangalam Drugs and Organics Ltd 46 -30.0% -45.2% -71.8%
Marksans Pharma Ltd 23 -9.8% -38.7% -39.6%
Medicamen Biotech Ltd 405 -1.7% -24.4% -42.1%
Merck Ltd 3136 -4.9% -10.8% 98.0%
Morepen Laboratories Ltd 17 -16.3% -43.4% -52.6%
Narayana Hrudayalaya Ltd 206 9.4% -17.6% -31.0%
Natco Pharma Ltd 575 -16.8% -26.3% -28.1%
Nectar Lifesciences Ltd 17 -6.8% -40.4% -45.9%
Neuland Laboratories Ltd 765 44.6% -1.7% 6.4%
Novartis India Ltd 693 -4.4% -26.6% 9.2%
Opto Circuits India Ltd 8 -12.0% -38.1% -15.9%
Panacea Biotec Ltd 200 33.5% -18.5% -35.5%
Pfizer Ltd (India) 3231 6.8% -10.6% 42.5%
Piramal Enterprises Ltd 2328 14.6% -27.3% -10.0%
Poly Medicure Ltd 206 -6.2% -3.4% -18.2%
RPG Life Sciences Ltd 226 5.0% -22.4% -50.9%
Sanofi India Ltd 5978 -7.5% -6.7% 17.4%
Shalby Ltd 135 0.9% -14.5% -
Shilpa Medicare Ltd 350 -7.8% -29.9% -20.2%
SMS Pharmaceuticals Ltd 65 -2.6% -14.3% -25.2%
Strides Shasun Ltd 421 -8.8% -15.2% -41.3%
SPARC Ltd 178 13.0% -55.6% -58.3%
Sun Pharmaceutical Industries Ltd 445 4.7% -31.7% -16.8%
Suven Life Sciences Ltd 241 24.9% -13.7% 27.9%
Syngene International Ltd 590 1.7% -0.8% 0.1%
Thyrocare Technologies Ltd 522 -4.4% -19.7% -16.3%
Torrent Pharmaceuticals Ltd 1806 -0.6% -0.4% 31.9%
Unichem Laboratories Ltd 193 -5.2% -16.2% -41.8%
Vimta Labs Ltd 178 -32.5% -37.7% -14.8%
Vivimed Labs Ltd 22 -12.7% -66.7% -71.7%
Wockhardt Ltd 396 -10.2% -40.4% -51.8%
Source: BSE website; All prices are as on 28th February 2019
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Source: BSE website; All prices are as on 28th February 2019
NIFTY PHARMA COMPANIES
Company
Price
(Rs)
Mcap
(Rsmn)
Chg (%)
1 M 6 M 12 M
Aurobindo Pharma Ltd 712 417254 -9.4% -0.03% 16.1%
Biocon Ltd 622 372960 -4.2% -0.3% -1.2%
Cadila Healthcare Ltd 319 326267 -0.1% -20.9% -21.2%
Cipla Ltd 555 446720 7.5% -15.9% -5.9%
Divi's Laboratories Ltd 1652 438435 9.7% 26.5% 61.4%
Dr. Reddy's Laboratories Ltd 2636 437283 -3.2% 5.8% 17.9%
Glenmark Pharmaceuticals Ltd 595 168003 -8.6% -10.5% 9.5%
Lupin Ltd 765 345730 -13.1% -18.0% -6.7%
Piramal Enterprises Ltd 2328 419650 14.6% -27.3% -10.0%
Sun Pharmaceutical Industries Ltd 445 1068659 4.7% -31.7% -16.8%
Source: NSE website, Company Research; All prices are as on 28th February 2019
Nifty Pharma Index Vs. Nifty Index
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