Author Topic: OTSU -- Otsuka Pakistan  (Read 9209 times)

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Offline SBM

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OTSU -- Otsuka Pakistan
« Reply #-1 on: March 29, 2014, 03:25:54 PM »
All about Otsuka Pakistan
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OTSU -- Otsuka Pakistan
« Reply #-1 on: March 29, 2014, 03:25:54 PM »

Offline SBM

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Re: OTSU -- Otsuka Pakistan
« on: March 29, 2014, 03:28:10 PM »
http://www.otsuka.pk/Left/Financial/2013_14_half.pdf

Factory renovation has been completed, production will start subject to clearance by Drug Regulatory authority of pakistan

can be good once production is resumed.

vohra bhai comments please
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Offline SBM

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Re: OTSU -- Otsuka Pakistan
« Reply #1 on: March 29, 2014, 03:31:22 PM »
Shareholding
Otsuka Pharmaceutical Co., Ltd (Japan)      45%
P.T.Otsuka Indonesia (Indonesia)      10%
Feroz Family Karachi      30%
General Public (Including National Investment Trust)      15%
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Offline umair vohra

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Re: OTSU -- Otsuka Pakistan
« Reply #2 on: March 29, 2014, 05:02:29 PM »
http://www.otsuka.pk/Left/Financial/2013_14_half.pdf

Factory renovation has been completed, production will start subject to clearance by Drug Regulatory authority of pakistan

can be good once production is resumed.

vohra bhai comments please

jackpot hai bhai :D current year mai company loss mai hai due to renovation work bcz main product ki production band rahi in dinno mai jo almost 80% contribute karta hai. wesy next year tak company 2015 EPS 6 or 2016 mai EPS 10 tak jaskti hai.

2015 Expected Rate 120

2016 expected rate 200

please note number of sahre kafi kaam hai to can go like rocket  :D :D :D GOOD LUCK

@SBM bahi phley Accumulate to karnay dyty  BAHI :D topic he ON kardiya :D



Offline ziauddin

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Re: OTSU -- Otsuka Pakistan
« Reply #3 on: March 29, 2014, 05:13:39 PM »
i m a doctor i now its potential particularly aminoleba ,aminovel and i .v fluids ...main pvt hops in our country are using its porducts ..

Offline mansoorsajid

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Re: OTSU -- Otsuka Pakistan
« Reply #4 on: March 29, 2014, 06:33:59 PM »
120 and 200 is too optimistic expectation
shortage of the products of the company was never felt throughout the year
The company will not get the same market share of the product again

Offline Salammembers

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Re: OTSU -- Otsuka Pakistan
« Reply #5 on: March 29, 2014, 07:41:29 PM »
120 and 200 is too optimistic expectation
shortage of the products of the company was never felt throughout the year
The company will not get the same market share of the product again
  Ceo sold 50,000 shares few weeks ago which he purchased last year :rtfm:

Offline sAr

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Re: OTSU -- Otsuka Pakistan
« Reply #6 on: March 29, 2014, 08:04:58 PM »
Shareholding
Otsuka Pharmaceutical Co., Ltd (Japan)      45%
P.T.Otsuka Indonesia (Indonesia)      10%
Feroz Family Karachi      30%
General Public (Including National Investment Trust)      15%

I heard Feroze's nai Japanese ko Choona lagaya tha in this company some time back. They dont have good reputation for OTSU. And this factory shut down thing, i heard its a recurring phenomenon. After some years they do this for some reason.

And the same situation prevails this quarter aswell. 9M Results wouldnt be good either. Hence accumulation banti hai after March Result on dip.

Offline ValueInvestor

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Re: OTSU -- Otsuka Pakistan
« Reply #7 on: March 30, 2014, 06:18:26 AM »
Shareholding
Otsuka Pharmaceutical Co., Ltd (Japan)      45%
P.T.Otsuka Indonesia (Indonesia)      10%
Feroz Family Karachi      30%
General Public (Including National Investment Trust)      15%

As per Finincial Times of March 24, 2014:

.............Today, TB has been mostly banished from the rich world aside from pockets of vulnerability among impoverished communities in cities such as London. But it remains one of the greatest public health risks in many low- and middle-income countries, where 95 per cent of fatalities occur. India, China, South Africa, Indonesia and Pakistan top the list in terms of volume of cases.
Efforts to tackle the disease are being complicated by the rise of drug-resistant strains – a consequence of poor management of existing medicines by doctors and poor compliance by patients. Special treatments are available to overcome drug-resistance but they are costlier and longer-lasting with more severe side effects and lower levels of effectiveness.
There was a breakthrough last year when US regulators approved a new treatment for multi-drug resistant TB (MDR-TB) by Johnson & Johnson, the first new TB medicine of any kind for 40 years. Another, from Otsuka of Japan is also on the launch pad. While welcoming the new treatments, activists say they will not change the landscape on their own.
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." - Warren Buffett

Offline ValueInvestor

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Re: OTSU -- Otsuka Pakistan
« Reply #8 on: March 30, 2014, 06:35:09 AM »
Which pharmaceutical companies are competing with the drugs of this company?
Price was, how competitive are the OTSUKA Drugs with other company.
How aggressive is this company in sales?

Bro SBM -
Besides having their factory back online to the regular capacity; do you see any other catalyst for their stock? increase in sales, new pharmaceutical anything else ??

Your wisdom please.
"Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." - Warren Buffett

Offline mansoorsajid

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Re: OTSU -- Otsuka Pakistan
« Reply #9 on: March 30, 2014, 01:41:29 PM »
MDR TB drugs are already in the market and burden of MDR TB in Pakistan is not high because the diagnostic facilities are available in only few hospitals.MDR TB drugs are prescribed by very few highly specialized doctors in this field.The new drug would not impact much on earnings.
In my opinion a false ground is being prepared to inflate the share price of this company
 

Offline mansoorsajid

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Re: OTSU -- Otsuka Pakistan
« Reply #10 on: March 30, 2014, 01:53:11 PM »
Even the prime product of the company i.e Plabottle which earns 70% revenue of this company has more than dozen other competitors in the market.
However if "satta" starts in this share one can earn at his own risk  :D

Offline umair vohra

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Re: OTSU -- Otsuka Pakistan
« Reply #11 on: March 31, 2014, 10:38:50 AM »
Shareholding
Otsuka Pharmaceutical Co., Ltd (Japan)      45%
P.T.Otsuka Indonesia (Indonesia)      10%
Feroz Family Karachi      30%
General Public (Including National Investment Trust)      15%

I heard Feroze's nai Japanese ko Choona lagaya tha in this company some time back. They dont have good reputation for OTSU. And this factory shut down thing, i heard its a recurring phenomenon. After some years they do this for some reason.

And the same situation prevails this quarter aswell. 9M Results wouldnt be good either. Hence accumulation banti hai after March Result on dip.

Agree per Sar Check karna result say phely 55+ hoga MArk My words

Offline umair vohra

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Re: OTSU -- Otsuka Pakistan
« Reply #12 on: March 31, 2014, 10:40:44 AM »
120 and 200 is too optimistic expectation
shortage of the products of the company was never felt throughout the year
The company will not get the same market share of the product again
  Ceo sold 50,000 shares few weeks ago which he purchased last year :rtfm:

Salman bahi koi fara nahi banta or rahi baat targets ki to time farm check karo logo o mazak lagrha tha jaab mai feroz ko 200+ bolrha tha khair apni apni marzi or dekho yeh topic pakinvestore mai aty hai OTSU Plus hoga

Offline SBM

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Re: OTSU -- Otsuka Pakistan
« Reply #13 on: March 31, 2014, 12:03:22 PM »
Which pharmaceutical companies are competing with the drugs of this company?
Price was, how competitive are the OTSUKA Drugs with other company.
How aggressive is this company in sales?

Bro SBM -
Besides having their factory back online to the regular capacity; do you see any other catalyst for their stock? increase in sales, new pharmaceutical anything else ??

Your wisdom please.

main catalyst will be start of production of "Plabottle" after DRA clears their factory. obviously it will bring big increase in sales .. they havent mentioned any new drugs etc in pipeline
DRA till feb 18th hadnt cleared the factory otherwise it would have mentioned in the half year report ..
hopefully they will clear it soon ...
 :fingerscrossed1:
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Offline SBM

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Re: OTSU -- Otsuka Pakistan
« Reply #14 on: March 31, 2014, 12:04:30 PM »
Forum induced volumes today ?  :biggthumpup: :laugh: :tongue:
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Offline SBM

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Re: OTSU -- Otsuka Pakistan
« Reply #15 on: March 31, 2014, 12:09:00 PM »
Even the prime product of the company i.e Plabottle which earns 70% revenue of this company has more than dozen other competitors in the market.
However if "satta" starts in this share one can earn at his own risk  :D


From searle half year

"Searle Laboratories Private Limited has started its operations with a vision to deliver high quality
IV solutions to the society at an affordable price so that the basic human right to get treated
can be guarded."
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Offline New Investor

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Re: OTSU -- Otsuka Pakistan
« Reply #16 on: April 01, 2014, 09:02:20 PM »
30% shareholding with Feroze family who also own Efroze Pharmaceuticals (Punjab Institute of Cardiology tragedy fame). I wonder how much influence they have in the affairs of the company? :thumbsdown_anim: :thumbsdown_anim:

Offline engrusama

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Re: OTSU -- Otsuka Pakistan
« Reply #17 on: April 01, 2014, 09:44:38 PM »
30% shareholding with Feroze family who also own Efroze Pharmaceuticals (Punjab Institute of Cardiology tragedy fame). I wonder how much influence they have in the affairs of the company? :thumbsdown_anim: :thumbsdown_anim:

Owners have nearly zero say in production. Except for purchasing price, everything else is decided by pharmacists and Quality control managers. You will be surprised how relatively strict drug ministry is on quality. This can be judged by the fact that nearly all of Afghanistan market has been takwn over by Pakistan pharma companies beating Iranian and Indian drug manufacturers. This is due to better quality. Ofcourse India has world class FDA and WTO certified unita but most of units are ill regulated.

Offline Atif1

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Re: OTSU -- Otsuka Pakistan
« Reply #18 on: April 01, 2014, 10:44:36 PM »
30% shareholding with Feroze family who also own Efroze Pharmaceuticals (Punjab Institute of Cardiology tragedy fame). I wonder how much influence they have in the affairs of the company? :thumbsdown_anim: :thumbsdown_anim:

Owners have nearly zero say in production. Except for purchasing price, everything else is decided by pharmacists and Quality control managers. You will be surprised how relatively strict drug ministry is on quality. This can be judged by the fact that nearly all of Afghanistan market has been takwn over by Pakistan pharma companies beating Iranian and Indian drug manufacturers. This is due to better quality. Ofcourse India has world class FDA and WTO certified unita but most of units are ill regulated.

nice info bro, thanks for sharing
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