Saturday, August 11, 2012

Dr. Reddy's - secular growth story


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June 2012 IR Presentation -> Link


1. North America Generics - Increased number of launches for the next 2-3 years. Limited competition products growing (Revenue at $200m)
2. Russia - Growing very strong. Increasing OTC and new biosimilar opportunity
3. GSK partnership - growth in other emerging markets
4. Longer term - Merck-Sereno partnership for biosimilars in regulated markets

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