The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Damayanti Kerai - HSBC - Analyst
: My first question is on your upcoming launch of Stelara biosimilars. So a few weeks away from now, you'll be launching. So just (technical difficulty)
Question: Damayanti Kerai - HSBC - Analyst
: Hello.
Question: Damayanti Kerai - HSBC - Analyst
: Okay. My question is on Stelara biosimilar, which you'll be launching soon. So just want to understand, based on your discussion with channel
partners, what sense you are getting for, like, potential uptake of this product?
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JANUARY 31, 2025 / NTS, BION.NS - Full Year 2025 Biocon Ltd Earnings Call
Because we understand this is a Part D product, and what we heard from J&J is that they are expecting similar dynamics to play out, what we have
seen in case of Adalimumab, Humira biosimilar, plus any change from the Part D redesign. So just want to get some sense what you have heard or
any feedback, which you might have got from the channel partners?
Question: Damayanti Kerai - HSBC - Analyst
: My second question is on your existing biosimilars, where you continue to see market share gain. However, when we look at the profitability side,
it's not in line with, I think, the pickup seen on the revenue side. So can you just comment, like, whether most of the market share gain is on low
realization channels? And how should we look at like further scope of increasing market share for these existing products?
Question: Damayanti Kerai - HSBC - Analyst
: I have more questions, I'll get back in the queue.
Question: Damayanti Kerai - HSBC - Analyst
: This is at consol level, right, or at the BBL level?
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