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"Know your enemy and know yourself and you can fight a hundred battles without disaster": Early surge of flu cases in US to aid revenue of Indian pharmas and China’s demand for Indian anti Covid generic drugs is increasing amid a surge in Covid cases

An early surge of flu cases in the U.S. is likely to aid revenue of Indian companies selling antiviral drugs in the American market.

Did you know: India is the largest provider of generic drugs globally. Indian pharmaceutical sector industry supplies over 50 per cent of global demand for various vaccines, 40 per cent of generic demand in the US and 25 per cent of all medicine in UK. pic.twitter.com/eeOXgA4NYC

— Satyaagrah (@satyaagrahindia) December 23, 2022

The prescription data from IQVIA has suggested a significant increase in demand for antivirals like generic Tamiflu or gTamiflu, respiratory drugs, certain cephalosporins, and other antibacterial drugs as the initial surge in flu cases has been the highest in seven to eight years, according to Nomura's Dec. 21 report. The cases were lower in the past two years due to the pandemic restricted movement.

"The U.S. antivirals product market, where most Indian companies participate, could see a potential quarter-on-quarter rise of $200–250 million, or around Rs 1,600–2,100 crore, in sales in Q3FY23, in our view."

Lupin Ltd. is likely to benefit the most from a potentially higher demand.

Here's what Nomura said:

  • The total number of prescriptions for cough, cold, and anti-flu drugs is up 96% year-on-year.
  • The prescription of oseltamivir was up 460% and 720% year-on-year for capsules and suspension, respectively, for the week ending Dec. 9, 2022.
  • This is likely to be the highest in the recent past.
  • Though it is difficult to forecast demand in the subsequent months, channel inventory stocking is likely.
  • There are reports of shortages of Tamiflu and other antibiotics.
  • The shortage is particularly acute for suspension products that are used for treating children.
  • There has been some increase in total prescriptions for respiratory products like albuterol MDI and solution, as well as cephalosporins.
  • Overall impact could result in higher sales, up by $200–250 million quarter-on-quarter in Q3FY23, with Tamiflu contributing the most to this incremental demand.
  • The relatively high-value drugs are Tamiflu, albuterol, azithromycin, and amoxicillin.
  • Lupin is expected to be the largest beneficiary with its presence in Tamiflu, azithromycin, and albuterol.
  • The increased demand for flu products can result in a $20 million, around Rs 165 crore, rise in Lupin’s US sales for Q3FY23.
  • The other key Indian players selling key flu drugs with a sizable market share include Strides Pharma Science Ltd., Alembic Pharmaceuticals Ltd., Ajanta Pharma Ltd., Zydus Lifesciences Ltd., Aurobindo Pharma Ltd., Cipla Ltd., and Sun Pharmaceutical Industries Ltd.

Indian drugmakers Likely to Gain from Flu Onset In US
Estimated sales opportunity and market share for week ending Dec.9 2022

Source: IQVIA, Nomura estimates pic.twitter.com/JmSnEbC0SD

— Satyaagrah (@satyaagrahindia) December 23, 2022

Demand for Indian drugs surges as China battles deadly Covid wave: Report

China’s demand for Indian anti Covid generic drugs including Paxlovid– Pfizer’s oral drug is increasing amid a surge in Covid cases. This is despite the fact that Beijing does not approve of the sale of Indian generic drugs. More than 50,000 boxes of Indian generic drugs have been sold in less than a month since Beijing abruptly withdrew its zero Covid policy, an Observer Research Foundation report highlighted.

Rush at pharmacy #china #covid pic.twitter.com/lgRaPNV23T

— Satyaagrah (@satyaagrahindia) December 23, 2022

Even as Chinese doctors have warned citizens not to take Indian drugs, the local media there have said that since April this year, the Indian generic version has become hugely popular among customers in mainland China, Hong Kong, Macao, and Taiwan, the report said.

The ORF also noted that Chinese reports have highlighted that “anti-COVID Indian generic drugs sold at RMB 1000 box” and these appeared on Weibo’s hot search list in the last few days.

A father in #china kneels down and begs the #hospital staff to help his kid who has high fever and in return hospital staff kneels down and says they can't help in any way. This is the situation in most of hospitals across China#coronavirus #Chinese #Corona #bf7 pic.twitter.com/yXpuWLI5tK

— Satyaagrah (@satyaagrahindia) December 23, 2022

Paxlovid, which helps in reducing the severe disease rate and death rate by 82.5 per cent, particularly in the elderly population, is in short supply in the Chinese market, the ORF report said. “At present, Pfizer’s Paxlovid is only sold in certain hospitals in China, and the supply is highly insufficient,” the ORF said.

China has not provided any data to the World Health Organisation on the new hospitalisation cases since the resurgence of the virus.

The BF 7 variant which has led to a surge in infection cases in China has been prevalent in several countries including India for many months. Experts said that the surge in cases in China may have been due to the vaccine coverage—many elders in the country have also not bee

One screen = the gap between life and death

Location: Beijing Chuiyangliu Hospital

The other side of the screen is dead people. #china #covid pic.twitter.com/Eu5rgV5pMI

— Satyaagrah (@satyaagrahindia) December 23, 2022
References:

bqprime.com
 indianarrative.com

“When you see the genuine, you don't deal with the fakes anymore”: Twitter account of Washington Post columnist Khaled Beydoun, known for disinformation against Hindus and Kashmir, withheld in India, says Hindutva supremacists Government got this done

On December 13, the Twitter account of Washington Post columnist Khaled Beydoun, best known for disinformation against India, Kashmir, the Government of India and Hindus, was withheld in India.

On December 13, the Twitter account of Washington Post columnist Khaled Beydoun, best known for disinformation against India, Kashmir, the Government of India and Hindus, was withheld in India. pic.twitter.com/n4ITA234ik

— Satyaagrah (@satyaagrahindia) December 14, 2022

Irked by Twitter’s decision Beydoun called out Twitter’s new chief Elon Musk and asked him to act. In a tweet, he said, “Twitter just shut down my account in India because of Hindutva supremacists controlling the government. They’ve done so with CJ Werleman and others speaking out against Islamophobia in India. If Elon Musk really means what he says about “no censorship on Twitter,” he’ll act.”

Irked by Twitter’s decision Beydoun called out Twitter’s new chief Elon Musk and asked him to act. In a tweet, he said, “Twitter just shut down my account in India 🇮🇳 because of Hindutva supremacists controlling the government.” 🤣 pic.twitter.com/KiA7S4nzsD

— Satyaagrah (@satyaagrahindia) December 14, 2022

Notably, Beydoun mentioned CJ Werleman, another serial fake news peddler, whose account was withheld in India for spreading disinformation. Werleman is known for twisting the news reports, even sharing unrelated incidents to claim the spread of Islamophobia in India, often blatantly lying.

Beydoun’s history of anti-India and anti-Hindu reporting

Beydoun repeatedly calls for “Free Kashmir” from India in his tweets. He repeatedly calls for the same inciting a divide between communities in India.

He repeatedly calls for the same inciting a divide between communities in India. pic.twitter.com/3MYd1gFimX

— Satyaagrah (@satyaagrahindia) December 14, 2022

On multiple occasions, he has called Prime Minister Narendra Modi an ‘Islamophobe’. He even called PM Modi ‘global face of Islamophobia’.

On multiple occasions, he has called Prime Minister Narendra Modi an ‘Islamophobe’. pic.twitter.com/Z3vOgp46xM

— Satyaagrah (@satyaagrahindia) December 14, 2022

In one tweet, Khaled claimed that PM Modi and BJP are trying to stop the Indian Muslim population from becoming the largest in the world by 2050 by “way of laws stripping Muslims of citizenship, bulldozing mosques, and ethnic cleansing.” It is notable that there is NO LAW in India to strip Muslims from citizenship. He is referring to CAA and NRC in this tweet but it has been proven multiple times that it is anti-India propaganda to call CAA and NRC Modi Government’s way to strip Muslims of citizenship. CAA specifically does not even apply to any Indian citizen including Muslims.

In one tweet, Khaled claimed that PM Modi and BJP are trying to stop the Indian Muslim population from becoming the largest in the world by 2050 by “way of laws stripping Muslims of citizenship, bulldozing mosques, and ethnic cleansing.” pic.twitter.com/kMYDxpW7Xm

— Satyaagrah (@satyaagrahindia) December 14, 2022

In another tweet, he even claimed that PM Modi and BJP are building concentration camps with the objective to use CAA to cancel Indian Muslims’ citizenship who lack proper paperwork and throw them in those camps as “illegal immigrants”. The fact is, CAA does not concern any Indian citizen at all.

In another tweet, he even claimed that PM Modi and BJP are building concentration camps with the objective to use CAA to cancel Indian Muslims’ citizenship who lack proper paperwork and throw them in those camps as “illegal immigrants”. pic.twitter.com/d3Q6usGJ8L

— Satyaagrah (@satyaagrahindia) December 14, 2022

In another tweet, he called India an “epicentre of global Islamophobia”.

In another tweet, he called India an “epicentre of global Islamophobia”. pic.twitter.com/HtRV2Ws8Ey

— Satyaagrah (@satyaagrahindia) December 14, 2022

The self-obsessed Khaled calls himself “one of the few voices in the US that openly criticizes Hindutva supremacy and Islamohphia in India”.

The self-obsessed Khaled calls himself “one of the few voices in the US that openly criticizes Hindutva supremacy and Islamohphia in India”. pic.twitter.com/YRdUqZJx5l

— Satyaagrah (@satyaagrahindia) December 14, 2022

All these are only a few examples from recent months. Khaled’s history against India goes back years. Recently, he tried to bask in the reflected glory from Moroccan players by claiming that this is a win for all Muslims. In April 2022, he claimed that it was Hindus who should be blamed for the attack on Hindu rallies during religious processions. Indian Government is actively communicating with social media platforms to remove, block and withhold accounts that indulge in spreading fake news or propagate anti-India conspiracies that can create a law and order situation in India.

References:

opindia.com