Lupin may see generics of acne treatment Solodyn and pulmonary arterial hypertension Adcirca drive its US sales, in addition to the exclusive launch of Renexa generics. The pace of momentum in the US flu season, too, picked up later in the quarter and is likely to benefit Lupin. Among other companies
that will benefit are Cadila Healthcare and Natco Pharma, which sell generics of flu treatment drug Tamiflu.
The base, however, will be high for these companies, given a strong flu season in the year-ago quarter. Meanwhile, there is a shortage of several products in the US, especially injectibles, that could benefit Indian players, points out Ranjit Kapadia at Centrum Broking.
Players such as Aurobindo may benefit as a shortage of hypertension drug Valsartan will boost the sales of Alkem, Alembic and Torrent, as well as active pharmaceutical ingredient maker Divis Laboratories.
are likely to see margin improvement, the inventory write-back by Sun Pharma is likely to impact reported earnings. However, excluding Sun Pharma, analysts at Jefferies expect 19 per cent earnings growth, with Lupin and Dr Reddy’s posting the highest growth.
Among other players, Cipla, too, is likely to meet its US sales guidance. However, analysts believe that a weaker season in India is expected to keep its profitability under check.