Systematix expects select companies in the US to benefit from the ramp up in generic Revlimid (Zydus Life and Sun Pharmaceuticals). While Cipla may benefit from a revival in generic lanreotide sales (supply issues getting sorted), Lupin may see a gain in its US portfolio from seasonality (flu and antibiotics). The domestic branded formulation segment should expand in high single digits YoY
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Systematix Report
We expect stocks within our pharmaceutical universe to report low double-digit YoY revenue growth (~10%) during Q4 FY25. Seasonal weakness in the domestic business could cause a QoQ slow down.
We expect select companies in the US to benefit from the ramp up in generic Revlimid (Zydus Life and Sun Pharmaceuticals). While Cipla may benefit from a revival in generic lanreotide sales (supply issues getting sorted), Lupin may see a gain in its US portfolio from seasonality (flu and antibiotics).
The domestic branded formulation segment should expand in high single digits YoY. Dr. Reddy's (led by inorganic initiatives), Sun Pharma, Mankind ( led by inorganic initiatives) and Ajanta Pharma may record faster growth than peers.
Although there have been no large, meaningful launches in the US during the quarter, we believe ramp up in existing ones would continue to support growth in the US business during the quarter.
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