Whalesbook
Toh hua yun ki OneSource ka partner, Orbicular Pharmaceutical Technologies, ko US FDA se Ozempic ke generic version ke liye tentative approval mil gaya hai. Is news ke baad OneSource ka share price lagbhag 4% badh kar ₹1,833.05 par pahunch gaya. Yeh rally pichle hafte se chal rahi hai, jismein OneSource ka stock 22% upar gaya hai, jabki benchmark Sensex 2.5% gir gaya tha.
Tentative approval April 21, 2026 ko mila hai Semaglutide Injection ke liye. Iska matlab hai ki FDA ne application ko accept kar liya hai, bas patent aur exclusivity ke issues solve hone baki hain.
Stock apne 52-week low jo ₹1,075 tha January 30, 2026 ko, usse 73% recover kar chuka hai. Lekin, company ke recent financial results mein thodi dikkat dikh rahi hai.
Fiscal year 2026 ke pehle 9 mahine (9MFY26) mein, total operating income ₹993 crore rahi, jo pichle saal ke ₹1,019 crore se kam hai. Operating profit margins bhi 27.87% se gir kar 21.37% ho gaye hain.
Company ne iska reason semaglutide ke regulatory approval mein delays aur capacity management ko bataya hai, taaki upcoming commercial supplies par focus kiya ja sake.
Generic semaglutide market bahut bada hone wala hai, experts ka anuman hai ki yeh $8 billion tak pahunch sakta hai 2030 tak, jismein prices 50% tak kam ho sakte hain.
Lekin bhai, generic drug launch karne mein time lagta hai. Final FDA approval milne mein 18 mahine ya usse zyada bhi lag sakte hain, khaas kar agar patent disputes ho jaayein. Ozempic ke patents 2032 ke aas-paas expire hone wale hain US mein.
Analysts abhi bhi 'Buy' rating de rahe hain aur average 12-month target price ₹1,943 se ₹1,985 tak hai.
Ek aur chinta ki baat yeh hai ki Prestige Biopharma ka ₹12,253.9 million ka litigation claim pending hai. Aur partner Orbicular ka bhi patent litigation mein history raha hai.
Financials mein bhi pressure dikh raha hai; promoters ne apne 38.4% holdings pledge kiye hain, debtor days 105 days ho gaye hain, aur company ka interest coverage ratio low hai.
Fir bhi, CareEdge Ratings ne stable outlook diya hai aur FY27 se GLP-1 drug market se revenue growth ki ummeed hai. Company $75 million se $100 million tak capacity expansion mein invest karne ka plan kar rahi hai.