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LUPIN
Lupin is an innovation-led transnational pharmaceutical company headquartered in Mumbai. Lupin develops and commercializes a wide range of branded and generic formulations, biotechnology products, and APIs in over 100 markets in the U.S., India, South Africa, and across the Asia Pacific (APAC), Latin America (LATAM), Europe, and Middle East regions.
Products
Co. is engaged in developing and marketing generic formulations, biotechnology products, and APIs globally. Co. has a significant presence in the Cardiovascular, Diabetology, Asthma, Pediatrics, and Central Nervous system, among other segments, and is a global leader in e Anti-TB and Cephalosporins segments.
US Business
3 largest generic company in the US by number of prescriptions. Co. has 196 DMF filings, 457 ANDAs Filed with US FDA, with 297 approvals, being market leader in 48 products. The company has 23% Albuterol market share in generics and 33% Arfomoterol market share in Brand + generic. Company has strong pipeline of 40+ Injectables and 20+ inhalation. It has 53 FTFs incl. & 20 exclusive FTFs.
India Business
Lupin has a very strong Indian presence, being ranked 6th by sales in India, with 3 brands in top 100 and 8 brands in top-300 selling products. In India, launched New divisions: MindNext (CNS), Lupin Inspire (Diabetes) Maxter Neo (Anti-infective), and 3 new brands in Q4FY22.
Sales Mix Q2FY24
India : 34%
US : 38%
API : 5%
EMEA : 10%
ROW : 4%
Growth markets : 9%
R&D
R&D functions are constantly working to develop biosimilars and novel drugs to further expand patient outreach and health outcomes. In FY22 invested 8.7% of total turnover in R&D
Focus
The company wants to launch Complex Generics in Regulated Markets by 2028 through 20 product launches in the areas of inhalation, injectables, Biosimilar and Novel Complex Products. It also aims to complete 3 biosimilar filings in regulated markets and launch 10 novel complex pipeline products in India.#WatchOutFor#Miscellaneous#EquityResearch#MacroViews#PersonalFinance
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