Strategic Vision: A Global Pharma Company
Industry trends
Price erosion has
become business
as usual for US Gx
Global
Inflationary
Head Winds
Need for low
competition
launches
India growth
to remain
strong
LUPIN
FDA resumes
world-wide site
inspections
$
•
Pressure has increased
from both competition
and purchasing groups
YoY price decline of
7% in January,
accelerated to 16% in
February
Risk of high input prices
to API/KSM pricing and
utility costs
• FY23 margins likely
challenged across
industry from higher
input costs
• Discontinuations
likely high due to
compressed industry
margins
Excellence in R&D more
important than ever to
driving top-line
⚫ Due to erosion, the
only proven path to
growth is exclusive or
otherwise low
competition launches
.
Growth likely to
revert to historical
range of 10-12%
High growth
potential, but
substantial hurdle to
grow beyond market
• Industry M&A and
diversification seen
increasing in FY23
Pipeline products stuck
due to WLs
With resumption of
inspections by the US
FDA, pipeline from
Indian sites stuck due
to warning letters
could become
available
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