With Sandozs entry, Taro has lost market share in its largest product (Nystatin/Triam combo) though pricing remains rational at this point. Taro could see more competition in some of its other products (especially where it had made significant price hikes) as well, hurting topline and profitability.
Sun highlighted that doxycycline pricing (& hence sales) had picked up significantly due to a shortage in the market but additional competition could enter any time. Sun continues to evaluate other opportunities in URLs portfolio, as a large part was dormant when it was acquired.
The company intends to adopt a multi-pronged approach to drive growth in DUSA: a) Increase penetration through installation of more devices & strengthening field force, if required; b) Evaluate extension to more indications. Its superior financial muscle allows it to adopt a more aggressive approach than DUSA was able to on its own.