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Ranbaxy jumps on buzz USFDA OKs generic drug

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Capital Market
Last Updated : Jun 27 2014 | 11:54 PM IST

Ranbaxy Laboratories jumped 4.72% to Rs 494 at 9:33 IST on BSE on reports the company has won US drug regulator's approval to make a generic version of Diovan, a blood pressure drug from Novartis AG.

Meanwhile, the BSE Sensex was up 110.44 points, or 0.44%, to 25,173.11.

On BSE, so far 3.43 lakh shares were traded in the counter, compared with an average volume of 3.30 lakh shares in the past one quarter.

The stock hit a high of Rs 510.45 so far during the day, which is also a 52-week high for the counter. The stock hit a low of Rs 491.90 so far during the day. The stock hit a 52-week low of Rs 253.95 on 2 August 2013.

The stock had outperformed the market over the past one month till 26 June 2014, rising 6.85% compared with 1.40% rise in the Sensex. The scrip had also outperformed the market in past one quarter, rising 32.96% as against Sensex's 13.43% rise.

The large-cap company has an equity capital of Rs 211.90 crore. Face value per share is Rs 5.

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According to reports, the US Food and Drug Administration (USFDA) on Thursday, 26 June 2014, approved Ranbaxy Laboratories' application, pending since September 2012, to launch Valsartan, the generic version of Novartis' blockbuster hypertension drug, Diovan, in the US. And the launch will happen immediately, reports added.

Reports suggested that investors and the company had been eyeing the launch of the Diovan generic by Ranbaxy for some time. This is because the management, despite the delay in seeking an approval from the regulator, had retained 180 days of exclusive marketing rights for the drug in the US market.

The total US market for Diovan, a patented product of Novartis AG, is estimated at around $1.5 billion annually. With the sole marketing rights for 180 days, it may capture around 50% market share, and earn a revenue of around $150 million, reports said.

Reports further added that Ranbaxy had sought permission from the USFDA to shift manufacturing of the drug to its New Jersey-based Ohm Laboratories. This is because all its three domestic plantsat Poanta Sahib (Himachal Pradesh), Dewas (Madhya Pradesh) and Mohali (Punjab)have been barred from supplying medicines to the US. In January this year, the company's main API manufacturing factory at Toansa, around 150 km from Mohali, was also banned.

Ranbaxy Laboratories reported a consolidated net loss of Rs 73.65 crore in the quarter ended March 2014, compared with net profit of Rs 125.75 crore in the quarter ended March 2013. Total income fell 1.73% to Rs 2490.51 in the quarter ended March 2014 over the quarter ended March 2013.

Ranbaxy Laboratories is an integrated, research based, international pharmaceutical company producing a wide range of quality, affordable generic medicines, trusted by healthcare professionals and patients across geographies.

On 7 April 2014, Sun Pharmaceuticals Industries and Ranbaxy announced entering into definitive agreements pursuant to which Sun Pharma will acquire 100% of Ranbaxy in an all-stock transaction. Under these agreements, Ranbaxy shareholders will receive 0.8 share of Sun Pharma for each share of Ranbaxy.

The combination of Sun Pharma and Ranbaxy creates the fifth-largest specialty generics company in the world and the largest pharmaceutical company in India. The combined entity will have operations in 65 countries, 47 manufacturing facilities across 5 continents, and a significant platform of specialty and generic products marketed globally, including 629 ANDAs. On a pro forma basis, the combined entity's revenues are estimated at $4.2 billion with EBITDA of $1.2 billion for the twelve month period ended December 31, 2013. The transaction value implies a revenue multiple of 2.2 based on 12 months ended 31 December 2013.

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First Published: Jun 27 2014 | 9:35 AM IST

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