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
: So on the India business, the $2.2 billion of -- INR 2.2 billion of lost sales in the fourth quarter, is it because the supply chain? Should we look at it
as deferred sales, probably impact still coming into first quarter? Or you don't think that will happen?
And my second question is, obviously, April and May were weak, how are you seeing the domestic market trends going through now in June?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Sir, on the biologics business, I mean, are we still -- when we're looking at the scale up coming through in FY '23, this is largely going to be a ROW
market-driven business for us? Or how are you looking at the whole biologics piece over the next 3 to 5 years?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: And then what kind of opportunity -- I mean, when you dimension the market, the opportunities are what? Are they -- what kind of a portfolio are
we looking at? Are we looking at a portfolio of some 10 products or thereabouts across market? Or is there any broad way of how we're looking at
this business?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Okay, sir. And sir, secondly, you mentioned about the in-licensing effort in the U.S. This is where? Towards the specialty business side -- specialty
side of the business? Or this is also on the generic side from production touching in-licensing in the U.S.?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: So this is your partnership products. So the other developing -- other partners are developing products for you? Are you -- how does it directly
work, sir?
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JUNE 19, 2020 / 9:30AM, CADI.NS - Q4 2020 Cadila Healthcare Ltd Earnings Call
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