Latest Marketing Deals

  • Subscribe to our RSS feed.
  • Twitter
  • StumbleUpon
  • Reddit
  • Facebook
  • Digg

Friday, 25 January 2013

PANACEA BIOTECH - WORST IS OVER

Posted on 17:16 by Unknown






Panacea Biotec was darling of Investors till 2008 .This is the first  pure biotechnology based pharma company listed in Indian stock exchanges in 1996. Company along with its subsidiary Chiron Panacea  is the second largest vaccine maker in India next to Serum Institute of India. In addition to vaccines  company also present in formulations. In the formulation segment company concentrating in pain management, cardiovascular disorders, diabetes management and organ transplant. Company having a strong R&D with more than 200 scientists and it introduced many ‘firsts’ in India. In the vaccine segment company introduced vaccines for Polio,H1N1 and Hepatetis B and company’s products were best sellers in the past. Its misfortune starts with the banning of its many vaccines by WHO . The combination vaccines EasyFive, Ecovac4 and EnivacHB were de-listed by WHO  due to some quality issues found during their routine inspection. This issue noticed in bulk drugs sourced from one of its subsidiaries  PanERA Biotec for manufacturing final products .Due to this issue company disqualified from supplying these vaccines to UN’s world Health programmes .For the past many years about 40 % of company’s income was from WHO supply and Easyfive was the highest margin product for the company. Due to this setback ,in the past few years company concentrated in other segments to develop their business . Last year company started a new production unit in Baddi ( Himachal Pradesh) exclusively for manufacturing medicines for oncology segment. During September 2012 ,company signed an agreement with US based Osmotica Pharmaceuticals for developing high entry barrier generics and branded formulations for US market. ( Interview of MD on this subject  HERE).During November 2012 Company signed another similar agreement with Kremers Urban Pharmaceuticals Inc (subsidiary of Belgium-based UCB) and launched its first product ‘Tacrolimus Capsule’ in US market. In a strategic diversification into related fields ,Company is going to start a hospital –Panacea New Rise Super Specialty Hospital – in  Gurgaon.This facility is expected to start full fledged operations  during the first half of 2013.



Now company claiming that they have sorted out all quality related issues connected with their vaccine facility . After a long gap of many years, in December 2012 company received a Rs.182 Cr order from Government of India for supplying Oral Polio vaccine. This order will be executed between December 2012 to May 2013 period .In an important development , now it is known that the WHO delegates will again inspect company’s facilities by next month. There is every chance to enlist company again in WHO ‘s qualified suppliers list ,post inspection. If it happens it will be a game changer for the company. Promoters are holding close to 75 % stake in its  Rs.6 Cr equity company and not pledged a single share so far. It is an interesting point to note that ,ever since its share price started its down trend in October 2008 ,India’s largest vaccine maker and Panacea’s arch-rival  Cyrus Poonawalla led Serum Institute of India acquiring Panacea’s shares from open market . Serum Institute’s stake in Panacea Biotech  increased from less than 4% in 2008 to the highest level of 13.39 % in latest September quarter.They started accumulation even at a price range of Rs.220+.I believe ,this is clear indication that even the main competitor who know the industry very well is fully  confident about the come back of  this company in near future .I think worst will be over for the company by this December quarter result . Since its floating stock is very low ,there is every chance for sharp appreciation once it back on track.It is a high risk high profit kind situation ,hence suggesting only for those with high risk appetite.Stock listed both in NSE and BSE and trading around Rs.108/-


 Link to Company website HERE

Link to latest annual report HERE

Disc : I have vested interest in PBL 
Email ThisBlogThis!Share to XShare to Facebook
Posted in Panacea Biotec | No comments
Newer Post Older Post Home

0 comments:

Post a Comment

Subscribe to: Post Comments (Atom)

Popular Posts

  • WISHING A HAPPY DIWALI TO ALL MY READERS...
    Happy Diwali   MY DIWALI PICKS  KAVERI SEED COMPANY FORTIS HEALTHCARE  ADITYA BIRLA NUVO TATA CHEMICALS YES BANK
  • AMRIT BANASPATI COMPANY LTD - RESULT UPDATE
    I have recommended a BUY on Amrit Banaspati  @ Rs.114 /- ,(Old Report HERE )which is currently trading @ Rs.183/-.Company posted good resul...
  • KAVERI SEED COMPANY - LATEST INTERVIEW WITH ITS MD
      For old posting about this company click HERE               OVER VIEW OF KAVERI EXOTIC VEGETABLES' PILOT PROJECT Sri Gundavaram V. Bha...
  • BHARAT GEARS LTD - BUY
    Bharat Gears Ltd (BGL) is one of the largest Gear manufacturer in India.This company was originally promoted by Raunaq and company in 1971.C...
  • WANT TO MAKE MONEY - FIRST SWITCH OFF BUSINESS CHANNELS !!!!!!!
    NOBODY CAN BLAME A LAYMAN ,IF HE BELIEVES ,HERE IN INDIA BUSINESS CHANNELS ARE PLAYING IN THE MARKET IN A BIG WAY AND SENSATIONALIZING EVE...
  • BAMBINO AGRO - UPDATE
    Board of Directors of Bambino Agro Industries Ltd will meet on November 15, 2012, inter alia, to consider and take on record, the audited...
  • INTERNATIONAL TRAVEL HOUSE - REPEAT
    I have recommended a BUY on this ITC Group company @ Rs.165 /- on 25 th April ,2010.After touching a high of Rs.316/-  ,currently it is...
  • INTERNATIONAL TRAVEL HOUSE - REPEAT
    I have recommended a BUY on this ITC Group company @ Rs.165 /- on 25 th April ,2010.After touching a high of Rs.316/-  ,currently it is tr...
  • ASTRA MICROWAVE PRODUCTS LTD - A NICHE PLAYER IN DEFENCE SECTOR
      Astra Microwave product offering a good investment opportunity in the less penetrated defence sector by private sector companies.This Hyd...
  • NEULAND LABORATORIES LTD - BOOK PARTIAL PROFIT
    NEULAND LABORATORIES LTD - initially recommended @ Rs.119 ( Old posting HERE ) and again repeated @ Rs.126 ( Repeat HERE ) .Today stock hit...

Categories

  • Aar Vee Denim
  • Abbott India
  • abg Group
  • ABG Infra-Logistics
  • Abm Knowldgeware
  • Accelya Holdings
  • Accelya Kale Solutions
  • Accumulate
  • Acoris
  • Acrysil
  • ACT II
  • Actis
  • ADF Foods
  • Aditya Birla Chemicals
  • Aditya Birla Group
  • Ador Welding
  • Advanced Synergic microsystems
  • Advanta
  • Advanta india
  • Advanta us
  • Aegis Logistics
  • aeroplane.soul
  • agri business
  • agri related business
  • agri sector
  • Agriculture sector
  • Agriculture sector stocks
  • Agro tech foods
  • Agrochemicals
  • Agrotech Foods
  • agrotech foods
  • Ahlcon parenterals
  • air compressor
  • Air Conditioning Industry
  • AIR COOLED CONDENSER.
  • aksharchem
  • Albright and wilson
  • Alembic
  • allen cooper
  • alloy wheels.
  • Alphageo
  • Amara Raja Batteries
  • Amaron
  • Amco India
  • Amrit banaspati
  • Amrit group
  • ANIL Ltd
  • Anjan Chatterjee
  • Anjan Lahiri
  • Anjani Portland Cement
  • anode and cathode
  • Anti Malerial
  • AP Paper mill
  • Apm industries
  • apparel manufacturer
  • APW President systems
  • aquaculture
  • Aries agro
  • aries agro
  • Arjun S Handa
  • Arrow Coated Products
  • arun jyoti enterprises
  • Asahi Songwon colours
  • Ashapura Minechem
  • ASM Technologies
  • Astra Microwave
  • Aunde india
  • aunde group
  • auto industry
  • auto lpg
  • auto parts
  • auto sector
  • auto texile
  • Avantel
  • Avanti feed
  • avanti feeds
  • aviation industry
  • AVT Natural Products
  • AWCIL
  • ayngaran international
  • B A S F
  • Bajaj Hindustan
  • Balaji Amines
  • balkrishna industries
  • Balrampur Chini
  • Bambino Agro
  • Bambino Agro
  • bambino vermicelli
  • Banaras Beads
  • Basant Agrotech
  • BASF
  • basmati
  • Bear Market
  • Beckons industries
  • BHA
  • bhagwati autocast
  • Bharat Gears
  • bio technology
  • Biocon
  • biotechnology industry
  • Biotools
  • Birla Pacific Medspa
  • BK Birla Group
  • Blue Star ltd
  • Bonus shares
  • Borregaard
  • Britannia
  • Britannia Industries
  • bs transcomm
  • BSE
  • bse india
  • bull market
  • butterfly
  • Butterfly Gandhimathi
  • buying foreigh shares from India
  • cable tv
  • Cairn India
  • camlin fine chem
  • camlin fine chemicals
  • Camlin Fine Science
  • Canfin Homes
  • Capex Cycle
  • Captive mines
  • Career Point
  • cast iron
  • Cato research
  • Catvision Products
  • caution
  • Cenlub Industries
  • cenlube industries
  • Centum Electronics
  • centum electronics
  • CG igarashi Motors
  • chamanlal sethia exports
  • chembond ashland
  • chembond chemicals
  • chemical industry
  • chiron panacea
  • Chlor Alkali Business
  • chowgule
  • chuckles
  • ciba chemicals
  • Cipla
  • Claris Lifesciences
  • claris lifescience
  • CMRL
  • CNBC TV 18
  • cochin minerals
  • Cochin minerals and Rutiles
  • Compact disc
  • ConAgra
  • conAgra foods
  • conart engineers
  • concurrent india infrastructure
  • concurrent infra
  • core healthcare
  • coromandel international
  • cosmo ferrites
  • cost free
  • Cox and Kings
  • CRAM
  • Crompton Greaves
  • cyclical stocks
  • daiichi sankyo
  • dark horse
  • de nora
  • Debt free Company
  • deepak nitrite
  • defence sector company
  • delhi flour mills
  • DENORA INDIA
  • Dewan Housing
  • dfm foods
  • Dhampur Sugar
  • dhp india
  • diesel additive
  • Diva
  • Diwali stock picks
  • Diwali Stocks
  • Dolphin Offshore
  • Dominos pizza
  • Dr Agarwals Eye Hospital
  • Dr. Agarwal's
  • dunlop
  • e-governance
  • E-land
  • east gas
  • easter wishes
  • eastern gas
  • Eastgas
  • edible oil
  • elder healthcare
  • electronic security systems.
  • ELGI group Transmission Chains.
  • enkei castalloy
  • enkei wheels
  • Eon Electric
  • eoro4
  • EPC contract
  • epc indusrie
  • EPC industrie
  • epc industries
  • eros international
  • ERP solutions.
  • euro2
  • eye hospital
  • fairfield atlas
  • falcon tyres
  • farming
  • Farming sector stock
  • FCCB
  • FCS software
  • Fevicol
  • FMCG
  • forex loss
  • Fortis healthcare
  • fraud
  • fraud companies
  • fraud company
  • fuel for men
  • future group
  • galaxy entertainment
  • gandhimathi appliances
  • GDR Scam
  • Gedeon Richter Plc
  • gei industrial systems
  • glassware
  • Glenmark Pharma
  • Godavari Power and Ispat
  • Godawari Power and Ispat
  • godrej industries
  • Gokaldas Exports
  • Goodyear India
  • govind rubber
  • GPIL
  • Granules India
  • growth investing
  • guess this stock
  • H2O innovations
  • Hansen Transmission
  • harish h mehta
  • haritha seating systems
  • hatchery
  • Hawkins
  • heaalthcare sector
  • Hedging
  • HEG
  • HEG Ltd.Graphite Electrode
  • helious amd matheson
  • heritage foods
  • Hi-Tech Gear
  • high risk buy
  • Hikal
  • hiring of crane
  • Hitech gear
  • honda siel power
  • hospital
  • Hotel Industry
  • Hotel Royal Orchid
  • hotel shalini palace
  • house hold appliances
  • hybrid seed
  • Hydroquinone
  • IDFC
  • Igarshi Motors
  • indag rubber
  • indage group
  • indage restaurant
  • India Cements.Sankar cement
  • india GDP
  • India Gelatin
  • India Gelatine and Chemicals
  • Indo Amines
  • Indo Asian Fuse gear
  • infra stocks
  • ingersoll rand
  • innospin
  • instrumentation
  • international travel house
  • investment
  • investor mistakes
  • ion exchange
  • IPO
  • IPOL
  • ISUZU
  • IT sector
  • ITC group
  • ITHL
  • ITHLTourism
  • jagatjit industries
  • Jain irrigation
  • Jay Shree Tea
  • jay ushin
  • jayaram chigurupathi
  • jenburkt pharma
  • jessop
  • jivanjor
  • jk agrigenetics
  • jk group
  • jubilant bhartia group
  • jubilant food woeks
  • jubilant industries
  • jute industry
  • jvl agro
  • jyoti ltd
  • Kajaria Ceramics.
  • kajoos
  • Kale Consultants
  • Kalyani Forge.
  • KANCHAN
  • kanchan international
  • kanoria group
  • KAPL
  • KAVERI SEED
  • Kaveri seed company
  • Kaveri seeds.
  • Kemin
  • kemin lab
  • kennametal
  • kerala
  • Kerala Ayurveda
  • KEXVEG
  • KFC
  • kilburn chemicals
  • kilpest
  • kilpest india
  • KIRLOSKAR ELECTRIC
  • kishore biyani
  • kitchen utensils
  • KMCH
  • kovai medical centre
  • krebs biochem
  • krishi vigyan vahan
  • ksb pumps
  • KSCL
  • La-opala RG
  • Lactose India Ltd
  • Laopala
  • leather industry
  • Legrand
  • Lemon Tree Hotels
  • lessons for stock market
  • lg balakrishnan abd brothers
  • liberty shoes
  • listed co
  • Listed seed company
  • LMW
  • logistics industry
  • lotus chocolate
  • low cost airline
  • low debt listed indian company
  • Low equity Stock
  • low p/e
  • lpg cylinders
  • ludlow jute
  • mahindra and mahindra
  • Mainland China
  • manappuram finance
  • Mangalam Cement
  • marigold oleoresin
  • Marksans Pharma
  • Marlex
  • masti
  • Mastiii
  • micro irrigation
  • micro irrigation sector
  • micro nutrients
  • Miltibagger
  • Milton
  • Milton Plastics
  • MNC
  • MTM loss
  • mudra lifestyle
  • muhurat buys
  • Multi bagger
  • Multi bagger stocks
  • multibagger
  • Multibagger Stocks
  • multibase
  • Murugappa group
  • Muthoot Finance
  • mutibagger
  • mutibaggerpennystocks
  • NAF Holdings.
  • narmada gelatine
  • NASSCOM
  • National Building Construction Corporation
  • nature's basket
  • Navis capital
  • NBCC
  • neuland lab
  • Neuland Laborotories
  • Niche Indian Stock
  • NIle Ltd
  • nilkamal
  • nitci ltd
  • Nitco
  • Nitco tiles
  • Nitta Gelatin
  • Nitta Gelatine
  • non conventional energy stocks
  • Notional loss
  • novartis india
  • NRI
  • nucleur sector
  • Nutrisun
  • octane
  • oerlicon group
  • offshore support
  • oil industry
  • olericulture
  • onam wishes
  • onjus
  • onjusindia
  • online media
  • onmobile
  • onward technologies
  • open offer
  • opthalmic lense
  • opthalmology
  • opto circuit
  • orchid chemicals
  • orchid pharma
  • organic cotton
  • organic farming
  • Orient Bell
  • Orient Bell.
  • Orient Ceramics
  • oriental carbon
  • Pacific seeds
  • packaging industry
  • Panacea Biotec
  • Panama Petrochem
  • Paper Products.
  • Patni Computer
  • Paushalk Ltd
  • PCS Technology
  • penny stock
  • penny stock investing
  • pennystock
  • persistent systems
  • Persistent Systems.
  • personal care industry
  • Pharma company
  • pharma industry
  • Phosgene
  • pidilite industries
  • pigment
  • pinnacle
  • pitti laminations
  • pollution control
  • poly medicure
  • port operations
  • portable gensets
  • poultry industry
  • Power
  • pozzolona group
  • Prakash Industries
  • pranab mukharjee
  • premier explosives
  • pressure cooker
  • private lpg
  • Promoter buying
  • Property Selling
  • puneet resins
  • Quanta
  • raghav industries
  • Raghavendra Rao
  • Rajan Pillai
  • Rajiv Modi
  • Rajshree Sugar
  • rajvir industries
  • Rakesh Jhunjunwala
  • ram ratna wires
  • Ramesh Vangal
  • ramky infrastructure
  • Ranbaxy
  • Rapicut Carbide
  • RBI Rate cut
  • RE Power
  • re rating
  • ready to eat foods
  • real good
  • regulators
  • Result
  • Result update
  • Rhodia
  • Rhodia speciality chemicals
  • rice export
  • Rights Issue
  • ROLON
  • Rossell India
  • rossell india
  • Rossell Techsys.
  • roto pumps
  • Royal Orchid Hotels
  • RTS
  • ruia group
  • rutile
  • sab t v
  • sab tv
  • sabero organics
  • sachetha metals
  • sah petroleum
  • salona cotspin
  • sanco trans
  • Sandvik Asia
  • sangal papers
  • Sasken Communication
  • Schneider electric
  • Schneider electric Infrastructure
  • SEAMEC
  • SEBI
  • seengal group
  • selan exploration
  • Sequent Scientific
  • shakti Gas
  • shankar sharma
  • Shirpur Gold
  • Shree Renuka Sugars
  • Shri Shakti LPG
  • shroff group
  • simran farms
  • siyaram poddar
  • siyaram silk mill
  • siyaram silk mills
  • Smart Grid Automation
  • sml isuzu
  • snack food
  • Solvay
  • Speciality Restaurants
  • spicejet
  • sri adhikari brothers television network
  • srinivasa hatcheries
  • starch industry
  • Steady Growth Company
  • steel industry
  • sterile injectible
  • stock.
  • stocks
  • Strides Arcolab
  • Sturdy industries
  • Sugar sector stocks
  • sukhjit starch
  • sulhuric acid
  • sumitomo corporation
  • sundaram brake lining.TVS group
  • sundrop
  • Sunshield Chemicals.
  • superhouse
  • suryaamba spinning mill
  • suryajyoti spinning mill
  • Suzlon Energy
  • Swaraj Mazda
  • tableware
  • takeover
  • talwakar
  • tango
  • tasty bite eatables
  • tata chemicals
  • Tata Steel
  • Tayo rolls
  • TBHQ
  • tcpl packaging
  • Tea stocks
  • Technip
  • technofab engineering
  • techtran poly lensses
  • Terruzi Fercalx
  • textile
  • textile machinery
  • textile sector
  • textile sectors
  • thai union frozen products
  • the bowling company
  • the sports bar
  • Themis Medicare
  • Thiru Arooran
  • tiger hill
  • TIL Ltd
  • Timex Group India
  • TIMEX WATCHES
  • timken india
  • Titan
  • titanium dioxide
  • titanor components
  • tokyo plast international
  • total exports
  • Tourism
  • TRAI
  • transmission line towers
  • transpek industry
  • tt ltd
  • TTK prestige
  • tunip agro IPO.tunip agro
  • turnaround
  • turnaround company
  • tyres
  • united phosphorus
  • universal starchchem
  • UPL
  • ushin japan
  • V A tech Wabag
  • vadilal industries
  • value buy
  • valueinvesting
  • valuepick
  • veejay lakshmi engineering
  • veljan denison
  • vikram thermo
  • VIMAL OIL
  • Vimal Oil and Foods
  • virgo global
  • VST Tillers Tractors Ltd
  • Vulcan Engineers
  • Wabag Water solution Company
  • water treatment
  • water treatment company
  • webel sl energy
  • websol energy
  • wheat
  • widia
  • Widia India
  • wimplast
  • Wockhardt
  • worthigton pump
  • wpil
  • yes bank
  • Yuken India
  • YUM
  • zenotech lab
  • zero B
  • zicom
  • Zicom Electronic Security Systems
  • zydus wellness

Blog Archive

  • ▼  2013 (104)
    • ►  December (18)
    • ►  November (11)
    • ►  October (9)
    • ►  September (6)
    • ►  August (6)
    • ►  July (6)
    • ►  June (5)
    • ►  May (6)
    • ►  April (6)
    • ►  March (5)
    • ►  February (11)
    • ▼  January (15)
      • PANACEA BIOTEC - UPDATE
      • TCPL PACKAGING - RESULT UPDATE
      • PANACEA BIOTECH - WORST IS OVER
      • GRANULES INDIA - RESULT UPDATE
      • VIKRAM THERMO - BOOK PROFIT
      • HERITAGE FOODS LTD - RESULT UPDATE
      • PANAMA PETROCHEM LTD - BUY
      • AARVEE DENIMS & EXPORTS LTD - BUY
      • BAMBINO AGRO INDUSTRIES LTD - UPDATE
      • CHOLAMANDALAM INVESTMENT AND FINANCE - BOOK PARTI...
      • NBCC - BOOK PARTIAL PROFIT
      • BANARAS BEADS LTD --- ENDING DISPUTES ,EMERGING OP...
      • FLUIDOMAT LTD - UPDATE
      • KOVAI MEDICAL CENTER & HOSPITAL LTD - BOOK PARTIAL...
      • AGRO TECH FOODS LTD - UPDATE
  • ►  2012 (145)
    • ►  December (15)
    • ►  November (13)
    • ►  October (17)
    • ►  September (17)
    • ►  August (13)
    • ►  July (8)
    • ►  June (9)
    • ►  May (8)
    • ►  April (12)
    • ►  March (14)
    • ►  February (10)
    • ►  January (9)
  • ►  2011 (136)
    • ►  December (8)
    • ►  November (10)
    • ►  October (9)
    • ►  September (10)
    • ►  August (12)
    • ►  July (11)
    • ►  June (10)
    • ►  May (12)
    • ►  April (15)
    • ►  March (9)
    • ►  February (16)
    • ►  January (14)
  • ►  2010 (115)
    • ►  December (14)
    • ►  November (17)
    • ►  October (21)
    • ►  September (19)
    • ►  August (25)
    • ►  July (19)
Powered by Blogger.

About Me

Unknown
View my complete profile