Is there hope for Ilumya?


anonymous

Guest
“The listed price of Ilumya in the US is ~4x that in other developed countries, in our view. Therefore, the implementation of lower pricing can have a significant negative impact on revenues and earnings, in our view,” the report added.

Also Read: Cautious Indian pharma awaits clarity on Trump’s prescription drug plan

More importantly, Nomura believes that the move by Trump could “likely discourage other Indian pharmaceutical companies to pursue specialty business in the US.”
 






I don’t plan on working at all for my last 5 months as SUN won’t payout bonus for it. I’ve started looking for a new position, so you guessed it. I’m in a coast mode from now until when I get out of here. 85% threshold payout just killed your golden goose. Unbelievably mismanaged. #NoBillionDollarDrugHere
 




I don’t plan on working at all for my last 5 months as SUN won’t payout bonus for it. I’ve started looking for a new position, so you guessed it. I’m in a coast mode from now until when I get out of here. 85% threshold payout just killed your golden goose. Unbelievably mismanaged. #NoBillionDollarDrugHere
Giv'em enough rope and they'll hang themselves. They're dense beyond belief and lead through ego instead of brains or common sense. It's a sinking ship. Glad I left that dump long time ago.
 




Some recent negative news regarding Sun Pharma includes:
  • Discontinuation of a key drug candidate: Sun Pharma has halted the development of SCD-044 (Vibozilimod), a drug being tested for psoriasis and atopic dermatitis, as it did not meet primary endpoints in clinical trials. This is considered a negative development for the company's specialty pipeline.
  • Challenging financial results: Sun Pharma reported a challenging quarter ending March 2025, with a 19% decline in Profit After Tax and a 5.24% drop in net sales. This indicates concerns about the company's financial health, despite strong non-operating income.
  • Regulatory actions and inspections:
    • The USFDA issued a warning letter for violations of manufacturing norms at Sun Pharma's Dadra facility.
    • A surprise inspection was reportedly underway at Sun Pharma's Halol facility, which is already under an import alert following a previous warning letter.
  • Stock price decline: Following the disappointing Q4 FY25 results, Sun Pharma's share price saw a significant decline. This reflects investor concerns about the decrease in net profit and weak performance in the US generics segment.
 



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