Macquarie downgrades Ranbaxy to
underperform<http://latestequityresearchreports.blogspot.com/2009/03/macquarie-downgrades-ranbaxy-to.html>
http://latestequityresearchreports.blogspot.com/2009/03/macquarie-downgrades-ranbaxy-to.html

Macquarie Securities has downgraded Ranbaxy Laboratories to underperform and
cut its price target by 45% to Rs 146 after the US FDA invoked its
Application Integrity Policy (AIP) against the company’s Ponta Sahib
facility.

"The AIP is invoked when a company’s actions raise significant questions
about the integrity of data in drug applications. We believe the
stock<http://economictimes.indiatimes.com/Markets/Indices/Macquarie-downgrades-Ranbaxy-to-underperform/articleshow/4222678.cms>will
further de-rate on the back of this news," the investment bank said in
a report.

Macquarie believes the FDA move could put some of the company’s
First-to-File (FTF) products, which are associated to the facility, at risk.

"There are a few FTF original applications are from the Ponta Sahib site and
if data is found to be not reliable, a fresh application would be required,
thus putting the FTF status on those products at risk," the investment
bank<http://economictimes.indiatimes.com/Markets/Indices/Macquarie-downgrades-Ranbaxy-to-underperform/articleshow/4222678.cms>said.

Macquarie thinks that these issues will stretch past this year and impact
the company’s sales in 2010. "We cut our FY09E and FY10E EPS by 15% & 13.5%
respectively to account for further weakening of US business and increase in
R&D expense." it added. At 12:35 pm Wednesday, Ranaxy
shares<http://economictimes.indiatimes.com/Markets/Indices/Macquarie-downgrades-Ranbaxy-to-underperform/articleshow/4222678.cms>were
up 1% at Rs159.

Source: ET

--~--~---------~--~----~------------~-------~--~----~
You received this message because you are subscribed to the Google Groups 
""GLOBAL SPECULATORS"" group.
To post to this group, send email to [email protected]
To unsubscribe from this group, send email to 
[email protected]
For more options, visit this group at 
http://groups.google.com/group/globalspeculators?hl=en
-~----------~----~----~----~------~----~------~--~---

Reply via email to