Investor Presentaiton
North America: Momentum continues behind retained share on key
assets and new launches
Cipla
Key Business Highlights
Continue to retain share in key product categories despite multiple competitors
entering the market; contribution from Cinacalcet in value terms largely
normalized now
During Q3, the gross margin expanded by over ~350bps vs the same quarter last
year. On a YTD basis, the gross margin expansion is ~750bps.
Pipeline Update:
Progressing well on trials for Advair
R&D spends to come off the peak as the Advair generic trial gets over;
focused portfolio investments going forward
US Specialty:
As per plan, NDA for IV Tramadol submitted in Dec via Avenue Therapeutics
Investments focused towards Institutional business; out-licensing
opportunities being explored for CNS assets
Investor Presentation: Q3FY20
Q3 Y-o-Y
$ Mn
133
13%
118
Q3 FY19
Q3 FY20
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