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87 ArticlesPharmaceuticals

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Premium: US FDA Warning Letter to Dr. Reddy’s – Here is an Additional Update

This is our follow-on newsletter w.r.t the Warning Letters issued by the US FDA to Dr. Reddy’s Laboratories on 6-Nov-15. Let us do a quick recap of what ...

Why Did The Dishman Pharma Stock Fall by 14%?

Dishman Pharma hit a new low yesterday as they plummeted by more than 14%, the biggest single-fall since 24th August. The prime reason behind this sudden fall ...

Portfolio Sees Dishman Exit in a Hurry as Customer Clovis Loses 70% Market Cap in the US

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Premium: Dr. Reddy’s stock tank – Here is a breakup of what happened

Dr. Reddy’s Lab tanked on Friday and then again today, after news came out that involved US action against the company. The stock has been in news for 2 ...

Syngene IPO: A Very Dull Analysis

Syngene has an IPO coming up, here’s the detail: Offer: 2.2 crore shares Price: Rs. 240 to Rs. 250 Size: Around Rs. 500 cr. From: 27th July to 29th July ...

Premium: Of Sun Pharma, Infy and Some Results That Spooked The Day

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Why is FIPB Rejecting the Request for the Strides-Shasun Merger?

So Strides Arcolab was going to merge with Shasun. This merger was cleared by shareholders. Then it was cleared by the Competition Commission. And ...

Who Bought Those SunPharma Shares?

After that insane 20,000 cr. volume in Sun Pharma yesterday as Daiichi sold a whopping Rs. 20,000 cr.  worth shares, who really bought them? Turns out the ...

Daiichi Loses 20% on Selling Its Stake in Sun Pharma; Larger Questions on Market Liquidity Too

Sun Pharma has fallen 10% to 940 as Daiichi prepares to sell its stake of 214 million shares, on the stock exchanges. Daiichi acquired Ranbaxy at the price of ...

Premium: Strides Crash, Suven Disengages and It's a Sea of Portfolio Red

Strides Arcolab is down 10%. On the news that it has settled the Mylan outstanding (expected to be $250 million) for a final settlement of $150 million. Mylan ...