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Business Standard
4 days ago
- Business
- Business Standard
Next US fix could stanch Cipla's Revlimid bleed amid pricing pressure
Generics pipeline starts to pulse as Advair, Symbicort, and Abraxane prepare to hit the vein Ram Prasad Sahu Mumbai Listen to This Article Cipla, the country's third-largest drugmaker by market value, was the top gainer on the Nifty 50 on Friday, rising over 3 per cent. While the April-June quarter (Q1) results for 2025-26 (FY26) came in ahead of estimates, it was the upbeat guidance for the US market that drove sentiment. Ahead of the quarter, most brokerages had expected weakness in the US business and pressure on margins. But those concerns were put to rest by the launch slate, margin performance in Q1, and the FY26 guidance. Investor focus remained on the US operations, especially the pricing pressure on the generic version
Time of India
30-06-2025
- Business
- Time of India
Analysts betting on these four pharma, hospital stocks due to Indian healthcare sector's strong growth prospects
Pharma segment outlook Hospital segment outlook Sun Pharmaceuticals Gained market share in the domestic formulations segment in Q4 FY25, with 14% year-on-year revenue growth driven by higher volumes and new product launches. Missed Reuters-Refinitiv estimates, with revenue falling short by 3.3% and net profit by 13.3%, primarily due to weaker sales in the US and Rest of the World (RoW) markets. Domestic growth outlook supported by upcoming launches in anti-diabetes and weight management therapies; US growth to come from existing product sales. Plans to invest $100 million in specialty portfolio (dermatology and oncology) for product launches, promotions, and field force expansion. Motilal Oswal remains bullish, citing Sun's push for differentiated offerings in regulated markets to drive future earnings. Reported in-line revenue growth in Q4 FY25, while net profit beat Reuters-Refinitiv estimates by 19.1%, aided by higher other income and lower finance costs. India business drove revenue growth and is expected to remain strong, supported by its innovative portfolio and therapies like respiratory and urology. Recent US approvals for cancer drugs (Abraxane, Nilotinib) and upcoming respiratory launches over the next 12–18 months are expected to stabilise US performance. Management is focused on boosting manufacturing capacity, investing in R&D for differentiated products, and exploring inorganic growth opportunities. According to Antique Stock Broking, Cipla is entering a structural growth phase in the US generics market, driven by continued investment in complex generics, respiratory, and peptide segments. Apollo Hospitals Enterprise An integrated healthcare services provider, the company reported in-line revenue and a 5% net profit beat versus Reuters-Refinitiv estimates in Q4 FY25, supported by higher other income and a lower tax rate; the hospital segment delivered a mixed performance.. ARPOB rose 5% y-o-y driven by higher patient realisation; expected to improve further with better payer mix and rising surgical volumes. Plans to add 3,577 beds over 3-4 years; margin impact from new additions to be offset by cost optimisation. Pharmacy business outlook supported by growing GMV, new store openings, and efficiency measures. Diagnostics segment expected to revive, led by growth in primary and secondary clinics. Motilal Oswal sees positives in bed additions, better productivity at existing facilities, reduced pharmacy losses, and a likely turnaround in diagnostics profitability. Fortis Healthcare Posted in-line revenue and an 11.3% net profit beat in Q4 FY25, driven by higher ARPOB and better occupancy. Hospital revenue grew 14% y-o-y; diagnostics rose 3%. Management expects 14-15% hospital growth in 2025-26 and 24-25% diagnostics margins over 2–3 years. Expansion underway via greenfield projects and acquisitions (Manesar, Jalandhar). Elara Capital raised 2026-27 earnings estimates on strong growth guidance. The healthcare sector—including pharmaceuticals and hospitals— delivered a strong performance in the March 2025 quarter. The pharmaceutical segment benefited from increased demand in chronic therapies within the domestic formulations market, along with steady growth in the US generics business. Meanwhile, the hospitals segment was bolstered by expanded bed capacity and robust growth in average revenue per occupied bed (ARPOB).According to Reuters-Refinitiv data, 129 pharmaceutical companies—including those in biotechnology and life sciences— reported an aggregate revenue growth of 11.5% year-on-year (y-o-y) in the March 2025 quarter. Meanwhile, 26 healthcare providers, including diagnostic firms , recorded a 15.1% year-on-year revenue analysis includes only companies with a market capitalisation above `100 crore. In comparison, Nifty 500 companies posted a lower aggregate revenue growth of 6% healthcare sector performed well in 2024 amid global economic uncertainty driven by geopolitical tensions, trade disruptions, and interest rate volatility. The Nifty Healthcare Index emerged as the second-best performer among the 16 sectoral indices on the National Stock Exchange (NSE) over the past the sector's performance—particularly pharmaceuticals—has moderated in recent months due to concerns over the loss of exclusivity for generic Revlimid (gRevlimid), a cancer drug, which is expected to intensify competition and pressure prices and margins. Additionally, nearterm growth challenges in the domestic formulations segment have weighed on the sector the recent announcement by US President Donald Trump regarding potential tariffs on pharmaceutical imports has dampened investor sentiment. Indian pharmaceutical companies, which earn a significant share of their revenue from US exports, are expected to feel the impact. As a result, the Nifty Pharma Index has become the fourth worst-performing sectoral index on the NSE in 2025 so far, based on data as of 23 June long-term prospects of the pharmaceuticals sector remain intact. A recent Axis Securities report lists strong product pipeline in biosimilars, GLP-1 (class of drugs used to treat diabetes), and peptides (chain of amino acids used to treat diseases), stable margins, and higher contribution from chronic therapies as key growth catalysts for Indian pharmaceutical companies. Moreover, stability in price erosion, differentiated portfolio, and exposure to complex generics is expected to support the US generics concerns remain over the loss of exclusivity for gRevlimid, Indian pharmaceutical companies stand to gain from strong opportunities in the US generics market. The expiry of exclusivity is expected to accelerate generic launches, benefiting manufacturers— particularly Indian to a recent report by Antique Stock Broking, a combination of greater loss-of-exclusivity opportunities, rationalised global competition, and improved regulatory compliance is expected to drive revenue growth for Indian pharmaceutical companies through new product launches and volume gains in existing also see potential in the CDMO (contract development and manufacturing organisation) space. A BNP Paribas report highlights investor feedback suggesting that India stands to benefit as global innovators diversify supply chains away from China. However, concerns persist over high valuations in the segment and limited near-term earnings the hospital segment, factors such as the rise in lifestyle diseases, improving affordability and accessibility driven by higher disposable incomes, a significant demand-supply gap, growing medical tourism, a shift in payer mix due to increased insurance penetration, and bed capacity expansion by private players are expected to drive low healthcare spending in India compared to the world average, rising median age, and a pickup in highgrowth therapies such as cardiac and cancer care—which boost ARPOB and occupancy— are the additional growth catalysts. An IBEF report estimates the Indian hospital market to grow by 8% CAGR between 2022-23 and 2031-32 to reach $193.6 billion. Here are the four stocks (two each from the pharmaceuticals and hospitals segments) with strong analyst TAM growth (%)
Time of India
03-06-2025
- Business
- Time of India
How Trump's war on international students hurts the US more than it helps
Why targeting international students may backfire on the US economy and trade. President Donald Trump's administration has launched a sweeping effort to curb the presence of international students in the United States, targeting institutions like Harvard University and pausing the issuance of key student visas. While framed as a national security move, this aggressive stance could backfire by damaging the US economy, weakening higher education, and pushing future innovators away from American shores. Recently, the Trump administration confirmed it would end all remaining federal grants to Harvard. More critically, it announced a 30-day window to block Harvard's access to new international students. Interviews for incoming foreign students and exchange visa holders are also on hold while the administration weighs enhanced social media vetting. A federal judge temporarily blocked the enforcement of this order on May 29, 2025, as reported by MSNBC News. Universities and innovation at risk There are more than 1.1 million international students enrolled in US colleges and universities, representing just under 6% of the total 19.1 million higher education population. According to the Open Doors 2024 Report on International Educational Exchange, over half of these students pursue STEM fields—25% study math and computer science, and nearly 20% are in engineering. This talent pipeline is crucial. Many skilled immigrants begin their US journey as students. Elon Musk studied at the University of Pennsylvania before obtaining an H-1B visa. Similarly, South African-born Patrick Soon-Shiong completed surgical training at UCLA and went on to invent Abraxane, a major cancer drug. In a 2017 interview, Soon-Shiong told MSNBC News, 'We still have the best universities, and I think it's crazy that (foreigners) come here and we train them as masters and PhDs and then we kick them out. That's ridiculous.' A blow to economic growth and trade Canceling student visas contradicts the administration's economic objectives. According to the Bureau of Economic Analysis, international students contribute $50.2 billion annually to the US economy—classified as an export. Removing them not only undermines innovation but worsens the trade deficit the administration claims to fight. Pierre Azoulay, an economist cited by MSNBC News, found that immigrants are 80% more likely to start businesses. Their companies generate 50% more jobs and pay about 1% higher wages than firms started by native-born Americans. Historically, a 1% increase in immigrant population has correlated with a 15% rise in patents per capita, fueling long-term economic growth. National security or national self-sabotage? The administration insists it is safeguarding national security by scrutinizing students' political affiliations and online activity. Secretary of State Marco Rubio stated the US will increase visa vetting for Chinese students tied to the Communist Party, as reported by MSNBC News. However, experts warn that overreach could alienate talented students and bolster rival nations. As MSNBC News noted, this policy threatens to 'lock their smartest students in a communist dictatorship' while weakening US innovation during an ongoing trade war. Trump's immigration crackdown may serve short-term political goals, but its long-term cost to the US could be far greater. Ready to navigate global policies? Secure your overseas future. Get expert guidance now!
Business Upturn
22-05-2025
- Business
- Business Upturn
Citi maintains ‘Buy' on Cipla; sees 21.5% upside despite rising competition in Abraxane generic
By News Desk Published on May 22, 2025, 08:26 IST Citi has reiterated a 'Buy' rating on Cipla Ltd, assigning a target price of ₹1,800, implying an upside of 21.5% from the current market price of ₹1,481.00 (as of latest close). The brokerage highlighted growing competitive pressure in Abraxane generic, one of Cipla's key focus products for FY26–27E. The latest entrant is Shuangcheng, a China-based pharmaceutical company, which becomes the third interchangeable version in the segment after Cipla and Sandoz (partnered with another Chinese firm). In total, there are now five generic versions, including 505(b)(2) approvals, making the market increasingly crowded. Citi expects Abraxane to contribute ~$40–50 million in annual U.S. sales for Cipla in the coming fiscal years. However, it cautioned that the intensifying competition could pose downside risk to these projections. Despite these headwinds, Citi remains bullish on Cipla's broader fundamentals and growth outlook, maintaining its positive stance. Disclaimer: This article is for informational purposes only and does not constitute investment advice. Please consult a financial advisor before making any investment decisions. News desk at
Yahoo
16-04-2025
- Politics
- Yahoo
Opinion - Trump's decimation of US science and workforce funding is a gift to China
China is the only other country in the world that pushes science frontiers in a way that competes with the U.S. And right now, we are losing the science race. I'm a professor of mechanical engineering, materials science, and chemistry at Duke University. I spent the past year at the State Department's Bureau of International Security and Nonproliferation as a science fellow. My office at the State Department monitored scientific advances across the globe and coordinated with allies to ensure the protection of new technologies. Why is it important that the U.S. 'wins' at science? I'll use an example from my own field of nanoscience. You might know someone whose cancer was treated with Abraxane, a nanoparticle-based chemotherapy. Let's now imagine that China develops a new treatment for cancer and decides not to share it with us. Or consider current developments in AI, quantum computing, and brain-machine interfaces. These all have military applications. I would certainly prefer that the U.S., not China, has the most advanced military technologies. I'm not sure whether Trump voters were voting to stop the development of new technologies in the U.S. I doubt they were voting to support the Chinese Communist Party, but that's the situation we are in now. We need a democracy that protects human rights to be the leader in science. The science being produced by scientists in China is outstanding. The training of young scientists in China is better than the U.S. Xi Jinping and the Chinese Communist Party have prioritized science, and it shows. But our threat isn't what China is doing to promote science. Our threat is coming from within the country — the Trump administration is destroying American science. Even if China weren't moving ahead, the U.S. would still be moving backwards. Since returning to office, President Trump has done everything possible to destroy U.S. science dominance and hand leadership in science and technology to the Chinese Communist Party. He is attacking U.S. science on all fronts — people, funding, and institutions. He is shutting down the training of scientists in the U.S. and the recruitment of top international scientists. He has stopped research at top universities and cancelled federally-funded projects he doesn't agree with. He has attacked flagship federal science agencies like the National Science Foundation and National Institutes of Health. The attack on people is most concerning as this will have fallout for years. This year is the first in my career that many universities are not able to admit new PhD students for training due to the many actions taken by the Trump administration. China is certainly continuing to train PhD scientists while the U.S. is heading towards a future where our country no longer produces new scientists and engineers. The U.S. doesn't have enough scientists to keep up in the race for better computer chips or new treatments for disease. Most importantly, science thrives on people from different backgrounds coming together to forge new frontiers. Until now, we have recruited the best and brightest young scientists from around the world and encouraged them to stay in the United States. Ideally, we would recruit the top students from China and provide pathways for them to become citizens. But now, top international students fear coming to the U.S. because of ICE arrests and travel bans. And even if they did want to come to the U.S., we might no longer have research institutions to take advantage of their ambitions. The U.S. has the top universities in the world, but nearly all of these universities are now implementing hiring freezes and significant budget cuts as China pushes ahead. My colleagues and friends at the State Department work incredibly hard to protect U.S. science through careful coordination with allies and partners. Their work, which happens behind the scenes, allows the U.S. to capitalize on the advances of scientists and engineers. But if Trump continues his attack on science, it's not clear there will be any American science worth protecting. Christine Payne is a professor of mechanical engineering and materials science, and chemistry at Duke University. She served as a Jefferson Science Fellow at the State Department's Bureau of International Security and Nonproliferation, Office of Critical Technology Protection, from January 2024 to January 2025. The opinions and characterizations in this piece are those of the author and do not necessarily represent those of the U.S. government. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
