OBJECTIVE
To understand and analyze the Pharmaceutical industry in India from the perspective of equity market investments.
COURSE CONTENTS:
Pharma Industry basics
· Understanding the nature of Drug discovery
· Various kinds of businesses within Pharmaceuticals
· Positioning of India in the story
· Patent process, loss of patent and ANDA
· Healthcare spending trends
Industry Structure
· Key categories and market sizes
· ANDAs, NCEs and Generics
· Growth engine or defensive play?
· The MNC Vs Indian Pharma debate
· Porter’s five force analysis across categories
o Supply Chain
o Customer bargaining power
o Competitive intensity
o Entry barriers
o Threat of substitutes
Business Characteristics
· Capital intensity
· Margin profiles
· Volume profiles
· Industry leverage
· Cost structure comparison
· Valuation approach selection
Valuation Exercise
· Sun Pharmaceuticals Ltd
o Annual report study
o Financial Modeling
o Valuation
· Cipla Ltd
o Annual report study
o Financial Modeling
o Valuation
· A study of corporate structures across the sector
TARGET AUDIENCE:
Investment Bankers, Equity Analyst, Corporate, Banks, Mutual Funds, Broking Houses, Financial Institutions, Fund Managers, Equity Trader, Strategist, Consultants, High Net Worth Investors, other capital market intermediaries, Finance Students, KPO analysts & Investors.
DURATION
2 Day
9:30 am. – 5:30 pm.
FEES:
Rs. 8,000/- + 10.30% (Service Tax +Education Cess) inclusive of workshop fee, study material, computer facility to each participant for hands-on practice, snacks and lunch.
PROGRAMME COORDINATOR
Nadeem Alam
For further details regarding contents, Contact:
Phone: 022 - 2272 8303, 6136 3155
E-mail: training@bseindia.com
