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The Global Uveitis Treatment market is projected to grow from USD 725 million in 2024 to USD 1.28 billion by 2032, with a CAGR of 8.5%. The study covers various treatment types, including corticosteroids and biologic agents, and offers customization options for regional and application-specific analysis. Key players include Novartis, Pfizer, and AbbVie, with North America leading the market and Asia-Pacific identified as the fastest-growing region.
India's "Pharmaceuticals Mission" aims to boost generic production, with simple generics leading the market due to cost-effectiveness and ease of manufacturing. Cardiovascular diseases drive demand, while small molecules dominate product types. Retail pharmacies remain the preferred distribution channel, and key players like Cipla and Teva are expanding their offerings.
KR Choksey has maintained an "ACCUMULATE" rating for Lupin, setting a target price of INR 2,472 per share. The company's revenue aligned with estimates, while EBITDA and adjusted PAT exceeded expectations due to lower costs. Anticipated growth from an expanding respiratory portfolio and upcoming product launches is expected to drive revenue growth of 13.4% CAGR and adjusted PAT growth of 38.3% CAGR from FY24 to FY26.
Milan Vaishnav, founder of Gemstone Equity Research & Advisory Services, is bullish on Lupin and ITC for the November series. He anticipates Lupin will rise to Rs 2,300-2,350, while ITC is expected to test Rs 505-510 in the coming weeks, reflecting a mixed approach from defensive and FMCG sectors.
Pharma giants are experiencing a slowdown in earnings growth, primarily due to their reliance on the US generics market and a lack of major drug launches. Companies like Cipla, Dr Reddy's, and Aurobindo Pharma face challenges from rising competition and impending patent expirations, while midcap firms focused on the domestic market continue to thrive without the same pressures.
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