Peaks and valleys in the pharma industry-Dr.Reddy’s share rises


by 5paisa Research Team Last Updated: 2022-04-04T13:32:38+05:30

Dr. Reddy's Vascepa share gains resume
Dr. Reddy's gVascepa Rx was up 34% monthly and the market share reached 5.5%. Hikma's Rx was up by 2% and the market share touched 14%, during the last 4 months. Vascepa's share came down to 80%, the lowest till date, per the latest weekly data. Dr. Reddy increases Suboxone share: Dr. Reddy's market share in the Suboxone market had remained stable for over a year and it started to move up in July-2021.Dr. Reddy's market share reached 19.8%.

Lupin’s rise in Albuterol HFA market. 
Lupin gains 67bps in Albuterol HFA. Lupin's Albuterol HFA Rx was up 5% last month with a stable total market Rx. Lupin rose by 14.7% which is a 67bps increase. Cipla lost 25bps share. Cipla's market share loss is for the first time since the product was launched. This may indicate that the stock is nearing its peak. Lupin shoots down by 320bps in market share in Famotidine oral solution market; the market share loss was at the slowest since the competitors launched products in May. Lupin's market share stands at 74.8%. 

Semglee market share gains move up by 2%
Seamless (Biocon's Insulin Glargine) Rx was up by 2% and market share remained steady at 4%. 
Updates on other Biosimilars
Biocon's Pegfilgrastim Rx was up by 13% m/m and resulted in 93bps of market share gains however Trastuzumab Rx decreased by 18% and reduced by 185bps share. Alembic loses share in Olmesartan, gains in Valsartan Alembic's Olmesartan Rx was down 13% and reached a market share of 10.2% (down 151bps), while Valsaratan Rx was up 3% with a market share of 20.3% (+44bps). The albuterol market seems to be stabilizing. Sun's Absorica generic Rx was up 10% YoY. Sublocade Rx trend continues to move up. Dr. Reddy's Suboxone share moved up in recent weeks. Sublocade prescriptions have gradually moved up in the last few months. Alvogen lost some Suboxone market share to Dr. Reddy's in recent weeks. The latest weekly data shows Vascepa's market share at 80%.Dr. Reddy's gVascepa share gains 142bps share. Lupin continues to lose share in Famotidine but gradually. Alembic lost 151bps share in Olmesartan during last. Alembic saw a slight market share uptick in Valsartan. The Mesalamine 1.2gm market was quite stable. The Mesalamine 1.2gm market was stable. The dry-eye market was unchanged.Ilumya Rx was down by 3% m/m.Cipla's Cinacalcet Rx was steady vs the previous month. Solos prescriptions were up 6% m/m. Biocon's Semglee market share gains have stalled in the last few weeks. Biocon's Pegfilgrastim Rx up 13% m/m.Amgen lost Pegfilgrastim share to peers in the last month.Biocon Trastuzumab Rx down 18% m/m.Biocon-Viatris's Trastuzumab Rx share falls to 15.3% from 17.2%. Biocon-Viatris's market share (for August) by IQVIA sales is 5.9% in Trastuzumab. Lupin's Glumetza share is largely stable.
 

Peaks and valleys in the pharma industry-Dr.Reddy’s share rises
Dr. Reddy's Vascepa share gains resume
Dr. Reddy's gVascepa Rx was up 34% monthly and the market share reached 5.5%. Hikma's Rx was up by 2% and the market share touched 14%, during the last 4 months. Vascepa's share came down to 80%, the lowest till date, per the latest weekly data. Dr. Reddy increases Suboxone share: Dr. Reddy's market share in the Suboxone market had remained stable for over a year and it started to move up in July-2021.Dr. Reddy's market share reached 19.8%.

Lupin’s rise in Albuterol HFA market. 
Lupin gains 67bps in Albuterol HFA. Lupin's Albuterol HFA Rx was up 5% last month with a stable total market Rx. Lupin rose by 14.7% which is a 67bps increase. Cipla lost 25bps share. Cipla's market share loss is for the first time since the product was launched. This may indicate that the stock is nearing its peak. Lupin shoots down by 320bps in market share in Famotidine oral solution market; the market share loss was at the slowest since the competitors launched products in May. Lupin's market share stands at 74.8%. 

Semglee market share gains move up by 2%
Seamless (Biocon's Insulin Glargine) Rx was up by 2% and market share remained steady at 4%. 
Updates on other Biosimilars
Biocon's Pegfilgrastim Rx was up by 13% m/m and resulted in 93bps of market share gains however Trastuzumab Rx decreased by 18% and reduced by 185bps share. 
Alembic loses share in Olmesartan, gains in Valsartan 
Alembic's Olmesartan Rx was down 13% and reached a market share of 10.2% (down 151bps), while Valsaratan Rx was up 3% with a market share of 20.3% (+44bps). 
The albuterol market seems to be stabilizing. Sun's Absorica generic Rx was up 10% YoY. Sublocade Rx trend continues to move up. Dr. Reddy's Suboxone share moved up in recent weeks. Sublocade prescriptions have gradually moved up in the last few months. Alvogen lost some Suboxone market share to Dr. Reddy's in recent weeks. The latest weekly data shows Vascepa's market share at 80%.Dr. Reddy's gVascepa share gains 142bps share. Lupin continues to lose share in Famotidine but gradually. Alembic lost 151bps share in Olmesartan during last. Alembic saw a slight market share uptick in Valsartan. The Mesalamine 1.2gm market was quite stable. The Mesalamine 1.2gm market was stable. The dry-eye market was unchanged.Ilumya Rx was down by 3% m/m.Cipla's Cinacalcet Rx was steady vs the previous month. Solos prescriptions were up 6% m/m. Biocon's Semglee market share gains have stalled in the last few weeks. Biocon's Pegfilgrastim Rx up 13% m/m.Amgen lost Pegfilgrastim share to peers in the last month.Biocon Trastuzumab Rx down 18% m/m.Biocon-Viatris's Trastuzumab Rx share falls to 15.3% from 17.2%. Biocon-Viatris's market share (for August) by IQVIA sales is 5.9% in Trastuzumab. Lupin's Glumetza share is largely stable.
 


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