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Home Gains Buoy Cipla In Q1 But US Momentum Pivotal

 
• By Anju Ghangurde

A strong run on home turf lifted Cipla in Q1, but US momentum with differentiated launches is what investors are keeping a sharp eye on. A China play in the respiratory space is also on the cards for the Indian firm.

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ROBUST GROWTH AT HOME LIFTS CIPLA BUT ALL EYES ON US MOMENTUM

Home market gains buoyed Cipla Ltd.’s earnings in the fiscal first quarter ended June 30, with US sales generally flat, but management underscored how the Indian firm has been driving “value-play” in the US through rationalizing certain product categories and ramping up new introductions.

Cipla, which has traditionally deployed a B2B model in the US - where it partnered with firms which then handled sales - has been transitioning to a DTM (direct to market) strategy

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OPPI’s Matai On Section 3(d) Of India’s Patent Regulations: Now’s The Time To Open Up

 
• By Anju Ghangurde

Anil Matai, director general, Organization of Pharmaceutical Producers of India, talks in this audio interview about the evolving intellectual property landscape in India post the 2024 amendments, including long-standing sticking points such as Section 3(d) of India’s patent regulations and innovator firms' experience of the Bolar provision. There’s also a "compelling reason" to consider regulatory data protection, he claims.