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: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: On the U.S. business, if I remember correctly, there was -- other than Ranitidine, there were some logistical issues which impacted the revenue,
which should have been resolved in this quarter. Given you've had 20-plus launches in the last 9-month, our revenue does not seem to be reflecting
both resolution of logistical issue or the launches. Am I missing something in the U.S. performance for the quarter?
Question: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: Sir, is it fair to assume that we're still seeing probably high single-digit price erosion in our portfolio, despite our concentration being much lower?
Because with the work in market share increase and launches, should there not have been an improvement in the U.S. business versus, let's say,
the first quarter in FY '20?
Question: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: Understood. And second question, on the India business, sir, if you could give us some color on what does the India MR that we have on ground?
And are we seeing an improvement in productivity? Because as per the last reported number of March '19, there's been a reduction in the number
of MRs that we had in India. So have we added, deducted, how the productivity has improved? Just trying to understand the profitability of the
India business.
Question: Neha Manpuria - JPMorgan Chase & Co, Research Division - Analyst
: And do you see more scope for improvement, sir, there?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Sir, on this pure Rituximab launch in Russia, is it -- I mean, if this is a 1-quarter number? Is it going to be sporadic? Or this is something that's going
to continue through the quarters.
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Okay. There's going to be a limit or lumpiness to these earnings, depending upon the tenders there?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: And another on your -- just on Reditux per se, how are we -- if this were biosimilar in emerging markets, beyond Russia, how should we look at this
portfolio now?
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JANUARY 27, 2020 / 1:00PM, REDY.NS - Q3 2020 Dr.Reddy's Laboratories Ltd Earnings Call
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: And sir, are there any other products in the biosimilar pipeline beyond rituximab?
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