| MANAGEMENT DISCUSSION AND ANALYSIS |
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| In our expectation, the $27 billion US generic market will continue to remain competitive, with pricing pressure/ cost containment, and increasing market size on account of the new Medicare Bill. The year witnessed tactics by larger pharma companies to limit the entry of generics for important products- tightly contested patent challenges, out of court settlements and the entry of authorized generics. We expect the competition for blockbuster molecules that will go off patent this year, to be quite intense.We believe an ability to compete with the right product mix across dosage forms, with vertical integration for some important products, will strengthen a company's ability to compete in the US generic market. This ability to source APIs in-house will also translate into a cost and time advantage.We believe that the rush of filings and the entry of new competitors, several of which are integrated into API, will translate into intense pricing pressure, as companies try to build market share. |
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| Caraco closed the year ending 31 March 2006 with sales of $82.8 mill, growing at 29%, one of the few in the sector to show strong numbers despite continuing pricing pressure in key products. |
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