#ZYDUSLIFE Zydus Lifesciences Ltd - gRevlimid eliminates the concern of competition in Asacol HD. Maintain BUY • ZYDUSLIF surprised us positively by launching gRevlimid in the US in the first wave of generic introductions as per the patent settlement pacts with innovator – Bristol Myer Squib (BMS). • Given the large branded market opportunity of US$ 8.7bn in US, gRevlimid becomes the largest ever generic opportunity for multiple generic players including ZYDUSLIF. • In fact, seven generic players (including Teva, Dr Reddy, Cipla, Mylan, Alvogen, Apotex and ZYDUSLIF) have announced the launch of Lenalidomide (generic of Revlimid) in the US and SUNP is waiting for its ANDA approval for commercialization soon. • As per the settlement, one can sell a mid-single-digit percentage volume of the total Lenalidomide dispensed in the US during the first year of entry and the volume limitation is expected to increase gradually each 12 months until March 2025, and is not expected to exceed one-third of the total volume dispensed. • Hence, assuming just 5% volume share with 30%/40% price erosion, we estimate the gRevlimid to add incremental sale of US$ 150mn/US$ 260mn with a profit of US$ 80mn/ US$ 136mn during FY23/ FY24 (annually thereafter till FY26). • Potential generic competition in Asacol HD (wherein ZYDUSLIF has been the sole supplier of the drug in the US market) has long been the key investment concern in the company. • We believe gRevlimid is the key influential earnings trigger for ZYDUSLIF over next four years (with an annual revenue/earning potential of over US$ 250mn/US$ 130mn till FY26) and will neutralise all earnings impact caused by any generic competition in Asacol HD. *Outlook & Valuation* • With such influential cash flow, we believe the gRevlimid will drive ZYDUSLIF’s qualitative growth by complementing its discovery research (in NCE/NBE/Biosimilar/vaccines) as well as its M&A led growth plans in the specialty business in the US. We recommend to BUY ZYDUSLIF for a TP of Rs 510 i.e. 20xFY24 EPS (Rs 450 earlier).

#ZYDUSLIFE ZYDUS LIFE CMP 364 BUY 50% ADD 50% MORE IF IY COMES TO 290. SINGLE TARGET 732 TIMEFRAME 3 YEARS.

Zydus Lifesciences Ltd has announced share buyback at ₹650 per equity share. Revealing about the Zydus Lifesciences share buyback, the company management announced that the offer won't exceed 1,15,38,461 shares. The company also made it clear in its offer that buyback of shares won't exceed ₹750 crore value. The buyback of shares will be tender-based on a proportionate basis. late Date 06-07-2022 #ZYDUSLIFE

Good News : 1. Zydus lifescience going to buyback shares #ZYDUSLIFE 2. HPCL profit rise 106% #HINDPETRO 3. Gland Pharma profit rise 9.8% #GLAND 4. Ashok Leyland profit rise 273% #ASHOKLEY 5. GMM Pfaudler going to give bonus #GMMPFAUDLR Chemical, Finance, Pharma and Textile stocks will go upside today

Sharekhan target on ZYDUSLIFE Date: 07-Apr-22 Broker: Sharekhan Price @ Call: 369 Target: 480 Potential: 30.08% Recommendation: BUY

#CADILAHC Trade !dea... #EQ:Cash Intraday Date 28-Feb-22 BUY ABOVE 355 TARGET 361 EXIT LONG BELOW 349 Valid till targets or stop. Please read #Disclaimer carefully.

KRChoksey target on CADILAHC Date: 07-Feb-22 Broker: KRChoksey Price @ Call: 409 Target: 445 Potential: 8.8% Recommendation: ACCUMULATE

Motilal Oswal target on CADILAHC Date: 04-Feb-22 Broker: Motilal Oswal Price @ Call: 408 Target: 490 Potential: 20.1% Recommendation: BUY

#CADILAHC OPTION BUY CADILAHC 420 CE CMP 12.50 - 13 TGT OPEN

High of 29 #CADILAHC

15 companies i am tracking part 2- #InvestmentIdeas 5. #CUPID - a leading manufacturer & supplier of quality Male & Female Condoms was incorporated as a Public Limited Company in 1993 The companies modern facility has a current capacity of over 500 million pieces per year for Male Condoms and 25 million pieces per year of the Female Condoms..It is the only company in the world to obtain Pre-qualification status from WHO/UNFPA for supply of both Male & Female condoms.The company also has an active R&D center in addition to its main production facility. The company works with healthcare professionals, governments and organizations to support them in promoting good sexual health and the importance of consistent condom use to prevent HIV and other STDs. 6. #Coral Lab - Manufacture pharmaceutical formulations like tablets,capsules the company went into public issue in March 94 at a total cost of Rs.2.5 crores. The project has been completed successfully CLL plans to expand its activities in the present premises by foraying into the sophisticated FFS (form fill and seal) technology for injections. The machinery for the said technology will be imported. 7. #CADILAHC -technology-driven pharmaceutical company focused on the research areas of biotechnology, formulations and Active Pharmaceutical Ingredients.The company's operation includes pharmaceuticals, which includes human formulations, veterinary formulations and bulk durgs, diagnostics, herbal products, skin care products and OTC products. 8. #AUROPHARMA -Aurobindo Pharma Limited (APL), one of the world's top 5 manufacturers of semi synthetic penicillins, APL is running with 29 manufacturing plants across the world conforming to GMP/ISO regulations and an extremely well equipped 9 R&D facilities. Aurobindo Pharma has identified international operations also catering to over 150 countries. Cumulatively, the Company has filed a total of 337 DMFs (Drug Master Files), of which 110 are with US FDA, and 133 in Europe including with the EDQM and 102 in other countries. This is one of the highest filings. 2/n

https://economictimes.indiatimes.com/industry/healthcare/biotech/pharmaceuticals/cadila-healthcares-us-arm-receives-fda-nod-to-market-pimavanserin-capsule/articleshow/88615551.cms #CADILAHC

Stocks for Today... #AUTOAXLES #CADILAHC #BANKBARODA

POSSIBLE BULLISH STOCKS for coming days This view is based on volume data, oi data, delivery data & price action posts are for educational purposes only & not any recommendation #CADILAHC #IBULHSGFIN

CADILA : Cadila (@ZydusUniverse) gets final nod from @US_FDA & 180-day exclusivity for Nelarabine Injection, used to treat certain types of leukemia & lymphoma #CADILAHC

https://economictimes.indiatimes.com/industry/healthcare/biotech/pharmaceuticals/zydus-cadila-to-get-clarity-on-zycov-d-covid-vaccine-pricing-in-1-2-weeks-md-sharvil-patel/articleshow/87449466.cms #CADILAHC #SHILPAMED

27-10-21 Intraday BUY CADILAHC in cash only Above 515 #CADILAHC

#CADILAHC STOCK OPTION BUY CADILAHC 490 PE ABOVE 3 TGT OPEN

Cadila Healthcare | Fortress Biotech and Cyprium Therapeutics with support from its licensing partner Sentynl Therapeutics, Inc. a wholly owned subsidiary of Cadila Healthcare announced positive clinical data for CUTX-101, Copper Histidinate for the treatment of menkes disease. #CADILAHC

#CADILAHC Children need a vaccine, government needs a narrative The first Covid-19 vaccine for children is here. And the government may begin vaccinating Indian children over 12 years of age with Zydus Cadila’s ZyCov-D shot as early as next week. This week though, it focussed on controlling the price of what isn’t just the first vaccine for children approved in India, but also the most expensive Covid-19 vaccine yet. By controlling the price, it has begun to control a powerful position in the narrative that determines who gets credit for vaccinating India’s children. Ahmedabad-based pharma major Zydus Cadila had pegged the price for three doses of ZyCov-D at Rs 1,900 (US$25) when it was approved for emergency use in August. And the company had stuck to this price up until this week. As India's first Covid vaccine for children, ZyCov-D was expected to make a splash. Zydus thought it had enough going for it. The new shot is needle-less, the first DNA-based vaccine, and the only one approved in India for children as schools start to reopen. But the central government, currently in negotiations with the company, has reportedly brought down the per dose price to under Rs 300 (US$4). Or maybe even less than Rs 275 (US$3.7). A senior government official told The Ken that the central government has also asked the company to “keep a low profile”. Zydus Cadila has no choice but to accept. Because after receiving flak on differential pricing during the second wave of Covid-19 in May and June, the government had been forced to make the vaccines free by 21 June. And now, the government is the only buyer. Covid-19 cases have also come down significantly since June and there is no private market for the vaccine anymore. A few privileged Indian parents keen on getting their children vaccinated have taken extreme measures such as flying their children to the US. But in India, the demand for a children’s vaccine has fallen. “There is no pressure anymore from parent groups or anyone to vaccinate children soon,” the senior official said. Thus, the story is now no longer about pent up demand, or how soon the shot becomes available, but about keeping the vaccine free, or as affordable as possible, under the government programme. Which is why Zydus Cadila’s lost the price negotiations with the government. There is still a need for the vaccine, but not enough demand to change the status quo policy of free vaccines. This week, Zydus failed in convincing the government, its only buyer, that the three-dose course of its vaccine was worth Rs 1,900 (US$25). ZyCov-D’s reported price still has some premium over Covaxin and Covishield, which the government buys at Rs 157.50 (US$2) and Rs 225.75 (US$3) per dose respectively. But it is nowhere close to the price Zydus began the negotiations with. There is another reason why Zydus lost out. It does not have enough supply at the moment. The vaccine-maker can provide nearly 10 million doses this month and is targeting about 100 million doses annually. The 12- to 17-year-old child cohort in India, meanwhile, needs 260 million doses.

Looking good for BTST/For coming days... (Strictly cash) #HCLTECH #LUPIN #CADILAHC #ASHOKLEY #MPHASIS BTST involves risk of Gap Downs because of Global cues. Consider that before entering.

Geojit Financial Services target on CADILAHC Date: 19-Aug-21 Broker: Geojit Financial Services Price @ Call: 543 Target: 632 Potential: 16.39% Recommendation: BUY

#CADILAHC 576

F&O BAN Securities in Ban For Trade Date 18-AUG-2021: 1 #CADILAHC 2 #CANBK 3 #NATIONALUM 4 #PNB 5 #SAIL 6 #SUNTV 7 #VEDL

#CADILAHC buy 530 - Positionally looking good

*Futures & Options educational trades for the week 16.8.21 to 29.8.21* (My trade guidelines -appended below - apply). #stockmarket *FUTURES* #CADILAHC *CADILLA* cmp 559.00 buy upto 540.00 stop 533.00 target 617.00+

Stocks To Watch SBI Life Insurance Company: The company is liable to refund Rs 84 crore plus interest amounting to Rs 27 crore with effect from July 11, 2017, for its Supersuraksha Life Insurance Policy on orders of the Insurance Regulatory and Development Authority of India, according to an exchange filing. The company is examining legal remedies after the Supreme Court upheld the IRDAI order on July 26, 2021. For Dhanaraksha Life Insurance Policy, SBI Life was originally directed to refund a sum of Rs 275 crore. Ujjivan Small Finance Bank: Restructured book at Rs 769 crore as of June 30. Provisions on book at Rs 1,149 crore. MicroBanking GNPA at 11.6%, Affordable Housing GNPA at 4.5% and MSE GNPA at 11.6%. Rattanindia Enterprises: To make a strategic investment in U.S.-based Matternet,an urban drone logistics platform. With this investment, REL has forayed into the deep-tech Unmanned Aerial Vehicle industry. Capacite Infraprojects: The company’s orderbook stood at Rs 8,871 crore as on June 30. 61% of the orderbook comprised of public sector orders and 39% comprised of private sector orders. GMR Infrastructure: Board to meet on August 13 to consider raising up to Rs 6,000 crore in one or more tranches through issue of securities including a QIP and/or FCCBs. Insecticides (India): Closed buyback on August 10. The company bought back 9.35 lakh equity shares, at an average price of Rs 525.35 per equity share, for an aggregate amount of Rs 49.16 crore. Chalet Hotels: Appointed Milind Wadekar as Chief Financial Officer effective August 10. Karnataka Bank: The bank is in the process of upgrading its technology platforms and is proposed to undertake tech migration activity between August 14-17. Even though all the necessary alternate arrangement is put in place to ensure normal banking operations during this period, the probability of unanticipated technical glitches can’t be totally ruled out, the bank said. Earnings: #BATAINDIA , #PIDILITIND , #CADILAHC , #BAJAJELEC , #CUMMINSIND , Aster DM Healthcare, CESC, CreditAccess Grameen, Endurance Technologies, IDFC, Equitas Holdings, Gujarat State Fertilizers & Chemicals, HEG, India Cements, Indoco RemediES, ISGEC Heavy Engineering, Force Motors, The New India Assurance Company, Garware Technical Fibres, GE Power India, PNC Infratech, Greaves Cotton, Ambika Cotton Mills, Aptech, Ashiana Housing,Antony Waste Handling Cell, Bannari Amman Sugars, BF Utilities, Evexia Lifecare, GFL, GIC Housing Finance, Gufic Biosciences, Hindustan Foods, JBM Auto, Kanoria Chemicals & IndustrieS, Khadim India, Kirloskar Oil Engines, Kolte-Patil Developers, Lemon Tree Hotels, Likhitha Infrastructure, Lumax Auto Technologies, VIP Industries, Marksans Pharma, Suprajit Engineering, MAS Financial Services, Mukand National Peroxide, Nesco, Novartis India, Punjab Alkalies & Chemicals, Praj Industries, PTC India, Punjab Chemicals And Crop Protection, Renaissance Global, Rhi Magnesita India, RPSG Ventures, Rupa & Company, Safari Industries (India), Saurashtra Cement, SMC Global Securities, Sterling Tools, Stovec Industries, Take Solutions, Texmaco Infrastructure & Holdings, Texmaco Rail & Engineering, Thangamayil Jewellery, Ugro Capital, Ultramarine & Pigments, VA Tech Wabag, Wim Plast

F&O BAN Securities in Ban For Trade Date 23-JUL-2021: 1 #CADILAHC 2 #CANBK 3 #IBULHSGFIN 4 #NATIONALUM 5 #SUNTV

·         Cadila Healthcare had earlier announced about the signing of business transfer agreement and other ancillary agreements for sale and disposal of animal healthcare established markets undertaking of Zydus Animal Health and Investments Limited, a wholly owned subsidiary company of the Company to Zenex Animal Health India Private Limited.- Positive to exit non- core business ·         LT Foods has expanded its product portfolio in the health segment with "Daawat Sehat" - a fortified everyday Basmati rice, fortified with iron and vitamin which has been very well accepted by the consumers.- Positive. ·         CL Educate Ltd board to consider stock split - Positive ·         Whirlpool announces the W Day monsoon Sale with exclusive benefits on whirlpoolindia.com till 25th July 2021.- Positive ·         Wipro reported better than expected EBIT margin and Dollar term revenue. Company reported Q1 Dollar Revenue $2414.5mn (up 12.2% QoQ) – expectation $2353mn, Income Rs18368cr (up 12.45% QoQ) – expectation Rs17500cr, Net profit Rs3243cr (up 8.1% QoQ) – expectation Rs2600cr,  Ebit Margin 18.8% vs 21% (QoQ) – expectation 17.1% and Company expect Revenue from our IT Services business to be in the range of $2,535 million to $2,583 million. This translates to a sequential growth of 5.0% to 7.0%. ·         L&T Infotech Q1 Net Profit Rs496cr (up 19% YoY) – estimate Rs456cr, Revenue Rs3463cr (up 17% YoY)  - estimate Rs3418cr, Ebitda Rs648cr (up 9.5% YoY) - estimate Rs642cr and Dividend per share Rs10  a share ·         Positive for Power stocks NTPC, ABB Power, L&T.-  A part of the storage capacity will be reserved for grid controllers for instant intervention during sharp fluctuations in power flow in the system. Some of the capacity will be left for the developers to use for commercial purposes. Government’s steps to protect domestic manufacturing has attracted a large number of proposals for setting up solar power equipment plants in the country.  Companies, including Reliance Industries and Coal India, plan to invest in the entire value-chain of solar products – from polysilicon to modules#NIFTY50 #NIFTYBANK #CADILAHC #DAAWAT

Cadila btst cmp 643 Sl 629 tgt 666 #CADILAHC