The proposed US Biosecure Act, which aims to restrict certain biotech and pharmaceutical contracts involving China, could open up a significant opportunity for Indian contract development and manufacturing organizations (CDMOs) over the next few years. According to Nandini Piramal, Chairperson of Piramal Pharma, the Act could contribute to the broader push for reshoring of pharmaceutical supply chains in the US, creating potential opportunities for Indian manufacturers.

Although the Act is still in its early stages and has to pass through several legislative and regulatory processes, Piramal believes that it will take time to implement and have a meaningful financial impact. The Act includes a grandfathering clause of around five years, allowing companies to continue with existing contracts before being required to transition. This means that pharmaceutical companies will need to start planning relocations well before the deadline.

Piramal Pharma, with its existing manufacturing footprint in North America, is well-positioned to benefit from the potential opportunity. The company has seen an uptick in requests for proposals (RFPs) from US clients, although it’s too early for firm decisions or large-scale conversions. Piramal noted that the Chinese industry is still cheaper due to its scale, but even a partial shift of global pharma outsourcing away from China could be meaningful for Indian companies.

The financial impact of the Biosecure Act on Indian CDMOs is expected to emerge over the medium term, with Piramal estimating it to be around three to five years. The potential upside from the Act reinforces the longer-term China+1 thesis for Indian pharma manufacturing, even as companies and investors wait for greater legislative clarity and tangible order wins.

Piramal also noted that the industry is aware of the potential changes and is preparing for them, but it’s too early to commit definitively. The company has seen some funding uptick in the US biotech sector, but it’s still muted optimism, and decisions are being made, but it’s too soon to commit definitively.

In terms of the company’s performance, Piramal stated that they can stick to their guidance of flat revenue growth and margins likely to be in the moderate to low teens for the year. However, some of these decisions will take time to show up in the P&L, and it’s too early for a decision. Overall, the proposed US Biosecure Act presents a potential opportunity for Indian CDMOs, and Piramal Pharma is well-positioned to benefit from it.

Piramal Pharma Limited, a leading pharmaceutical company, has been exhibiting remarkable growth patterns, making it an attractive investment opportunity. To determine if the company has competitive moats for long-term growth, it’s essential to analyze its earnings growth patterns and market trends.

Piramal Pharma has demonstrated a strong track record of delivering consistent earnings growth, with a five-year CAGR of 15%. This growth is attributed to the company’s diversified portfolio of products and services, including pharmaceuticals, critical care, and contract manufacturing. The company’s ability to innovate and expand its product offerings has enabled it to stay ahead of the competition and capitalize on emerging market trends.

One of the key competitive moats for Piramal Pharma is its strong research and development (R&D) capabilities. The company has a dedicated R&D team that focuses on developing innovative and complex pharmaceutical products, which has resulted in a robust pipeline of new products. This has enabled Piramal Pharma to stay ahead of the competition and capitalize on emerging market trends.

Another significant moat for Piramal Pharma is its contract manufacturing business. The company has a strong reputation for delivering high-quality products and services, which has led to long-term partnerships with leading pharmaceutical companies. This business segment provides a stable source of revenue and has enabled Piramal Pharma to diversify its revenue streams.

Piramal Pharma’s global presence is another competitive advantage. The company has a significant presence in the US, Europe, and Asia, which provides access to a large and diverse customer base. This has enabled the company to capitalize on emerging market trends and expand its product offerings to new geographies.

In terms of market trends, the pharmaceutical industry is expected to experience significant growth in the coming years, driven by an aging population, increasing healthcare expenditure, and the rise of emerging markets. Piramal Pharma is well-positioned to capitalize on these trends, given its diversified portfolio of products and services, strong R&D capabilities, and global presence.

Overall, Piramal Pharma Limited has a strong foundation for long-term growth, driven by its competitive moats, including its R&D capabilities, contract manufacturing business, and global presence. The company’s ability to innovate, diversify its revenue streams, and capitalize on emerging market trends has positioned it for market-beating growth. As the pharmaceutical industry continues to evolve, Piramal Pharma is well-equipped to ride the wave of growth and deliver strong returns to its investors. With its strong earnings growth patterns and competitive advantages, Piramal Pharma is an attractive investment opportunity for those looking to capitalize on the growth potential of the pharmaceutical industry.

Piramal Pharma Solutions’ Grangemouth facility in the UK has successfully obtained updated Good Manufacturing Practice (GMP) certificates from the Medicines and Healthcare products Regulatory Agency (MHRA). These certificates cover all activities within the Helix building, including clinical and commercial drug substance manufacture and testing, as well as supporting warehouse and laboratory areas. The updated certificates, combined with the site’s existing GMP certificates, ensure that Grangemouth is well-equipped to support its clients’ programs and regulatory filings.

As a dedicated antibody-drug conjugate (ADC) development and manufacturing facility, Grangemouth offers comprehensive solutions for bioconjugates, from process development to scale-up. The site plays a critical role in the ADCelerate program, which streamlines the path from R&D to GMP production, bringing lifesaving bioconjugate therapies to patients faster. The achievement underscores the facility’s dedication to upholding the highest standards of quality across its operations.

Piramal Pharma Solutions is a global company that offers end-to-end development and manufacturing solutions across the drug life cycle. With a network of facilities in North America, Europe, and Asia, the company provides a range of services, including drug discovery solutions, process and pharmaceutical development services, clinical trial supplies, and commercial supply of APIs and finished dosage forms. Piramal also offers specialized services, such as the development and manufacture of highly potent APIs, antibody-drug conjugations, and biologics, including vaccines and gene therapies.

The company’s CEO, Peter DeYoung, stated that the updated MHRA GMP certificates demonstrate the Grangemouth facility’s commitment to quality and its ability to support partners in bringing bioconjugate therapies to patients in need. With its comprehensive range of services and global network of facilities, Piramal Pharma Solutions is well-positioned to support the development and manufacture of complex therapies, including ADCs and biologics. The company’s expertise and capabilities make it an attractive partner for pharmaceutical companies looking to bring new therapies to market.

Motilal Oswal has maintained a “buy” rating on Piramal Pharma despite the company facing near-term headwinds. The brokerage firm reviewed Piramal Pharma’s Q2 results and noted that the company’s performance was impacted by one-time items and supply chain disruptions. However, Motilal Oswal remains positive on the company’s long-term prospects.

Piramal Pharma’s Q2 revenue grew 9% year-on-year to Rs 1,543 crore, driven by a 13% growth in the pharmaceutical segment. However, the company’s EBITDA margin declined 230 basis points to 17.1% due to higher raw material costs and supply chain disruptions. The brokerage firm noted that the company’s performance was also impacted by one-time items, including a Rs 35 crore provision for a regulatory issue.

Despite the near-term headwinds, Motilal Oswal remains positive on Piramal Pharma’s long-term prospects. The brokerage firm noted that the company’s pharmaceutical segment has a strong product portfolio and a significant presence in the global market. Piramal Pharma’s contract manufacturing business also has a strong client base and a robust order book.

Motilal Oswal has maintained a target price of Rs 2,130 on Piramal Pharma, implying a potential upside of 22% from current levels. The brokerage firm believes that the company’s long-term growth prospects are intact, driven by its strong product portfolio, significant presence in the global market, and robust order book.

The Q2 results of Piramal Pharma were also impacted by the company’s investment in its research and development (R&D) capabilities. The company has increased its R&D spend to 12% of sales, which is expected to drive long-term growth. Motilal Oswal noted that Piramal Pharma’s R&D capabilities are a key differentiator and will help the company to drive growth in the long term.

Overall, Motilal Oswal’s “buy” rating on Piramal Pharma is driven by the company’s strong long-term prospects, despite the near-term headwinds. The brokerage firm believes that the company’s pharmaceutical segment has a strong product portfolio and a significant presence in the global market, and its contract manufacturing business has a strong client base and a robust order book. With a target price of Rs 2,130, Motilal Oswal sees a potential upside of 22% from current levels.

On World Menopause Day, i-Know, a women’s health brand from Piramal Pharma, launched a campaign called #OwnYourMenopause. The campaign aims to address the often-overlooked topic of menopause and its symptoms, which can be confusing and difficult to articulate. The goal is to help women find the words to describe their experiences, encourage open conversations, and empower them to take control of this natural life transition.

The campaign uses metaphor-led storytelling to translate the indescribable symptoms of menopause, such as brain fog and hot flashes, into relatable and emotional stories. These stories offer a sense of community and remind viewers that they are not alone and that help exists. The campaign also highlights i-Know’s Menopause Testing Kit, a home-based urine test that detects elevated Follicle Stimulating Hormone (FSH) levels, a key indicator of menopause onset.

According to Abhishek Kumar Srivastava, VP Marketing at Piramal Consumer Healthcare, the campaign reflects the company’s commitment to driving education and access, making it easier for women to identify what they’re going through and take timely, informed action. Mahima Mathur, Creative Director at DDB Mudra Group, added that the campaign aims to make it easier for women to talk, understand, and turn a lonely journey into a shared one.

The #OwnYourMenopause campaign is part of i-Know’s mission to empower women through awareness, from fertility to menopause and beyond. The campaign serves as a reminder that knowledge is the first step toward ownership, and that every phase of womanhood deserves to be understood, supported, and celebrated. By launching this campaign, i-Know hopes to normalize the conversation around menopause and provide women with the tools and resources they need to take control of their health.

The campaign is the result of a collaborative effort between i-Know and DDB Mudra Group, with a team of creatives, strategists, and business leaders working together to bring the concept to life. The campaign includes a series of films that showcase real stories of women navigating perimenopause and menopause, and is supported by the i-Know Menopause Testing Kit, which is designed to simplify early detection and empower women with greater awareness and control over their health.