本帖最后由 beiwei5du 于 2018-2-28 10:45 编辑
halol工厂占了SUN整个公司利润的几乎一半,3年前由于被发警告信,随后禁止了来自该工厂的任何新的产品注册申请。此后的多年对该halol工厂进行了多次的re-inspections,这次2月份(3个检察官,检查了12天)的检查,从乐观的层面看,其observations减少至3个,但是现阶段没有找到公开的该483发布。但是根据这篇文章Is Sun Pharma's Halol site close to a rebound?,这三个observations没有被定性(minor还是major),其股市也回升了几个百分点(如果sun能clear halol plant from FDA的话,后期能预见的是会有销售和注册层面的迅速上升),但是也有很多人现在持相对的观望状态:
Centrum Broking analyst Ranjit Kapadia said though the number of observations have come down to three from nine, it didn’t make any difference. “We still need details on these three observations. How serious they are before making any further comments. It is not known whether these observations are the same as earlier or new observations. The number of observations going down doesn’t matter.” Purvi Shah, research analyst at Sharekhan said, “We view the development as a sentimentally positive read-thru for Sun Pharma and Sparc, as they have got only 3 observations as compared to earlier 9 observations in 2016-17 re-inspections. Closure of these observations with positive clearance from US FDA will remove long standing overhang on Sun Pharma and also for Sparc as it will help in acceleration of approvals from the plant. Currently, we have a ‘hold’ recommendation on the stock.” 选自US FDA flags issues at Sun Pharma’s Halol plant
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