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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