Page 3 - Pharma Industry

Results preview: Pharma sales may be up 9-10% in Q2 on robust domestic biz

Domestic business and exports are expected to be a shot in the arm; hospitals and diagnostics to lag

Risdiplam generic drug case: SC rejects Roche plea against Natco pharma

The Supreme Court upheld Delhi HC's interim order allowing Natco Pharma to manufacture and sell a generic version of Roche's spinal muscular atrophy drug Risdiplam

Centre refuses deadline extension for pharma firms after Coldrif deaths

The decision to turn down requests from drug manufacturers for more time came after it was highlighted that Sresan Pharmaceutical, the company that produced Coldrif, did not upgrade its facilities

India's pharma regulatory failures point to a deeper structural flaw

These are not independent, random occurrences. They are all pointers to a larger, more fundamental issue

Datanomics: Surge in substandard drugs raises safety concerns in India

India faced global scrutiny in 2023 when its cough syrups were linked to the deaths of dozens of children in Gambia

Indian pharma market grows 7.3% in September, chronic drugs gain traction

India's pharmaceutical market rose 7.3% year-on-year in September to ₹20,886 crore, driven by robust growth in antidiabetic, cardiac, and respiratory therapies

Equity investors shift focus from export sectors amid US trade hurdles

Weighting of domestic demand-driven sectors surges; 'sunrise' stocks leap ahead

Madhya Pradesh, Rajasthan probe child deaths linked to cough syrup

Drug authorities in Madhya Pradesh and Rajasthan are probing child deaths linked to cough syrup supplied to government hospitals, with testing of samples and quality concerns

GSK Pharma gains depend on new launches, traction in base business

The Q1 was impacted by sluggish show of the base business and supply disruption, resulting in brokerages cutting their earnings estimates

Datanomics: India doubles its share in prescription drugs to the US

The Indian pharma stocks tanked after the announcement due to the ambiguity surrounding the impact of tariff on complex generics and specialty medicines supplied by the Indian pharma companies

Tariff uncertainties may spur rise in third-party pharma manufacturing

Analysts say Indian drugmakers may lean on CDMOs, US plants and diversification to safeguard high-value products as Trump's 100% tariff threat looms over patented drugs

US tariffs threaten $3.1 bn Singapore pharma exports, trade talks continue

This is a concern for Singapore as pharmaceuticals form around 13% of all Singapore exports to the U.S., said Gan

Indian pharma firms likely to dodge immediate impact of Trump's tariff

Trump's 100% tariffs on branded drugs will spare Indian generics, though analysts see exposure for Sun Pharma, Biocon and Aurobindo, with Jubilant Pharmova set to benefit

Asia stocks slide as Trump slaps new pharma tariffs, Fed cut bets recede

Shares of pharmaceutical companies across Asia tumbled in the aftermath, with Japan's Topix pharmaceutical index last down 1.2 per cent, while Hong Kong-listed innovative drug index fell 2 per cent

Trump announces 100% tariff on pharma imports; duties on trucks, furniture

Trump said the new tariffs would not apply to companies that are actively building pharmaceutical manufacturing facilities in the US

Indian drugmakers gear up for ₹600-800 cr insulin pen market post-Novo exit

Novo Nordisk to phase out insulin pens and cartridges in India; Eris, Wockhardt and Lupin prepare to capture Rs 600-800 crore market opportunity from FY26 onwards

Indian pharma sector revenue growth to ease to 7-9% in FY26: Crisil

Crisil projects India pharma growth at 7-9% in FY26 as exports to regulated markets slow after a US high base while domestic sales benefit from tax cuts and launches

Monin invests ₹350 crore in Hyderabad plant, eyes ₹450 crore turnover

Germain Araud, managing director of Monin India, said the facility will span 40 acres and is expected to be operational by the second quarter of 2026

USFDA cautions doctors on acetaminophen use in pregnancy, cites risks

The US drug regulator flagged concerns over acetaminophen use in pregnancy, citing studies linking it to autism and ADHD, while noting no proven causal relationship

Domestic pharma firms expected to post 7-9% revenue growth in FY26: Icra

Revenue of leading domestic pharmaceutical companies is set to expand by 7-9 per cent in the current fiscal even as global headwinds and regulatory uncertainties cast a shadow over its largest export market, the US, as per rating firm Icra. Revenue for the sample set of companies is projected to expand by 7-9 per cent in FY2026, supported by 8-10 per cent growth in the domestic market and 10-12 per cent growth in Europe, it stated. However, performance in the US market is expected to moderate, with year-on-year growth slowing to 3-5 per cent, from nearly 10 per cent in FY2025, Icra said. The operating profit margins (OPM) of ICRA's sample entities are expected to remain resilient at 24-25 per cent in FY2026, broadly in line with 24.6 per cent in FY2025, aided by favourable raw material prices, improved operating leverage, and a rising share of speciality products, it added. Research and Development (R&D) spending is projected to remain steady at 6-7 per cent of revenues, with ...