Cadila Healthcare - Revlimid Settlement Enhances Business Visibility: Motilal Oswal
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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.
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