Thursday, July 9, 2009

[Investors Please Listen] Lupin Pharma Event update ; EU initiate anti-trust probe ; BUY; Target : Rs980

BUY
 
CMP: Rs808                  Target Price: Rs980

 

EU regulators are investigating anti-trust probe against Servier (patent holder of Coversyl-Perindopril) and few generic companies such as Teva, Lupin Labs, krka and Matrix over suspected agreements which may have blocked the entry of generic Perindopril into the European Economic Area. Lupin management has indicated that they have sold IPR rights and does not infringe EU law. Similarly Servier has also mentioned in their press note that initiation of proceedings does not imply that the commission has proof of an infringement. According to EU antitrust law, if companies found to be antitrust violators, they can subject to be heavy monetary penalties. This may be as large as 10% of their worldwide revenue. However, unlike the US, the EU provides no criminal penalties for individuals who violate anti-trust law.  
Since this is a sub-judice matter, it is difficult to take a call which way the judgment goes? However, by the spirit of the matter taken up by the EU authorities and chronology of events leading to out of court settlement raises an iota of doubt about the intention of settlement between innovator (Servier) and Lupin. At the moment, we can not estimate the exact loss; therefore impact on financials can not be assessed. In worst case scenario, this event will lead to one time charges.


--~--~---------~--~----~------------~-------~--~----~
Safe Harbor:
The information contained and provided on this Website provides Investment advice for the education of investors. The posts are an information service only. Recommendations, opinions or suggestions are given with the understanding that readers acting on this information assume all risks involved. We do not assume any responsibility or liability resulting from the use of such information, judgment and opinions for Trading or Investment purposes.

You received this message because you are subscribed to the Google Groups "Investors Please Listen !" group.
To post to this group, send email to investorspleaselisten@googlegroups.com
To unsubscribe from this group, send email to
investorspleaselisten+unsubscribe@googlegroups.com For more options, visit this group at http://groups.google.com/group/investorspleaselisten?hl=en
-~----------~----~----~----~------~----~------~--~---

No comments:

Blog Archive

Promote Your Blog

Life Insurance | Health Insurance | Auto Insurance


Investors Please Listen !

 
More than 100 kinds of Insurance products from more than
20 companies under one roof.



Call: 9818269396 
investorspleaselisten@in.com
www.investorspleaselisten.blogspot.com

 

 

Safe Harbor:

The information contained and provided on this Website provides Investment advice for the education of investors. The posts are an information service only. Recommendations, opinions or suggestions are given with the understanding that readers acting on this information assume all risks involved. We do not assume any responsibility or liability resulting from the use of such information, judgment and opinions for Trading or Investment purposes.
Powered by Olark
Advertising Learn to Invest