The US respiratory launch wave—gVentolin ramping, gAdvair awaiting approval—is the engine, but the last print cooled. Price already banks it all.
Overall read
5.5/10
No price read
The three reads · this quarter
The US respiratory launch wave—gVentolin ramping, gAdvair awaiting approval—is the engine, but the last print cooled. Price already banks it all.
Overall read
5.5/10
No price read
The three reads · this quarter
The standing reads · change less often
Moat
Moderate edge
40-year Indian branded-Rx franchise with #1 respiratory IPM — Brand-anchored single source; US generics commodity layer caps STRONG.
Key variables
5 tracked
lead: US Revenue ($ Mn, quarterly)Revenue stabilized sequentially at ~$160 Mn as Revlimid faded; upcoming respiratory and peptide launches are expected to drive a step-up toward $1 Bn exit run rate.
Walk the talk
Not enough tracked guidance to grade yet.
Cipla's growth over the next 2 years is anchored on a major US respiratory launch wave (gVentolin ramp, gAdvair, Symbicort) plus a large peptide asset, aiming for a $1B quarterly exit run rate.
Latest · newest first
No material exchange filings in the last 60 days. Latest scored quarter: Q1FY27.
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