Cadila Healthcare - Revlimid Settlement Enhances Business Visibility: Motilal Oswal
Tablets sit illuminated during the film-coating process. (Photographer: Krisztian Bocsi/Bloomberg)

Cadila Healthcare - Revlimid Settlement Enhances Business Visibility: Motilal Oswal

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

Cadila Healthcare Ltd. and Celgene (innovator) have reached an agreement to settle the litigation pertaining to g-Revlimid in the U.S.

Assuming the terms of the settlement by the innovator are similar to that with other generic companies (limited volume sales over FY23–26E and unlimited quantities post January 2026), there could be a potential net present value addition of Rs 25 per share from this opportunity.

We await further clarity on the agreement.

We remain positive on the company on account of its strong abbreviated new drug application pipeline (comprising injectables), new chemical entity portfolio, and outperformance in domestic formulation.

Click on the attachment to read the full report:

Motilal Oswal Cadila Healthcare Company Update.pdf

DISCLAIMER

This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

BQ Install

Bloomberg Quint

Add BloombergQuint App to Home screen.