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
Lupin's unit Nanomi BV will acquire VISUfarma BV from GHO Capital for €190 mn, adding an eyecare portfolio across Europe and strengthening its ophthalmology franchise
Drug maker Lupin on Monday said its subsidiary has inked a pact to fully acquire Amsterdam-headquartered VISUfarma BV at an enterprise value of 190 million euros. The company's wholly-owned subsidiary, Nanomi BV has signed a definitive agreement for the acquisition of VISUfarma BV, a portfolio company of global healthcare specialist investor GHO Capital Partners LLP, the Mumbai-based drug maker said in a statement. The acquisition of VISUfarma, with its broad portfolio of eye health products and established commercial infrastructure, aligns with the company's strategy to expand its European business and footprint and to advance the company's global specialty franchise, it added. By integrating VISUfarma's established commercial operations, Lupin will tap into the attractive ophthalmology market, which is experiencing significant global growth driven by an aging global population, the increasing incidence of diabetes-related eye complications, and growing awareness of preventive care
Data shows India's paracetamol exports to the US are modest, accounting for less than one per cent of API shipments, despite global attention on the Tylenol controversy
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
The index tracking domestic pharmaceutical stocks hit a low of 21,390 and then recouped some losses to end at 21,507
Among individual counters, Sun Pharma slumped 4.87 per cent to a fresh 52-week low of ₹1,548, while Gland Pharma tumbled 4.70 per cent to ₹1,880. Biocon declined 3.68 per cent to ₹342.85.
Indian pharma shares - Dr.Reddy's, Cipla, Sun, Lupin and Aurobindo Pharma stare at up to 30 downside risk hint technical charts as US President Donald Trump announces 100% tariff on pharma imports.
Trump said the new tariffs would not apply to companies that are actively building pharmaceutical manufacturing facilities in the US
Analysts at Nomura continue to back Glenmark Pharma, citing the company's ability to strategically acquire high-potential innovative products.
Sun Pharma aims to strengthen its domestic formulations business through field force expansion and a generic GLP-1 launch in CY26.
Pharma major Lupin Ltd on Wednesday said it has received tentative approval from the US health regulator for its generic version of Bictegravir, Emtricitabine, and Tenofovir Alafenamide tablets used to treat human immunodeficiency virus (HIV) infection. The approval by the US Food and Drug Administration (USFDA) is for the abbreviated new drug application for Bictegravir, Emtricitabine, and Tenofovir Alafenamide tablets of strength 50 mg/200 mg/25 mg, Lupin said in a regulatory filing. This product would be manufactured at Lupin's Nagpur facility, it added. Bictegravir, Emtricitabine, and Tenofovir Alafenamide tablets, 50 mg/200 mg/25 mg are bioequivalent to Biktarvy Tablets, 50 mg/200 mg/25 mg of Gilead Sciences, Inc., and indicated for the treatment of human immunodeficiency virus infection in adults and pediatric patients weighing at least 25 kg, it added. Citing IQVIA MAT July 2025 data, Lupin said the Bictegravir, Emtricitabine, and Tenofovir Alafenamide tablets (Biktarvy) had
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
Vector Consulting Group study finds pharma firms spend up to ₹75 cr annually on IT systems, but 70% of digital projects fail due to adoption gaps and poor execution
Around 1:30 PM, Shilpa Medicare shares continued to trade 2.04 per cent higher at ₹833.95 per share. In comparison, BSE Sensex was trading flat at 82,176.17 levels.
Cohance Lifesciences shares fell the most since August 14, after about 8.9 per cent stake changed hands on the NSE
From local giants Dr Reddy's Laboratories Ltd. to suppliers like Macleods Pharmaceuticals Ltd., Indian firms are preparing to make bulk drugs
Novartis lost its Vymada patent in India, enabling generic drugmakers to launch versions that could slash prices by up to 70 per cent and improve access for cardiac patients
The National Pharmaceutical Pricing Authority has asked pharmaceutical companies and medical device makers to pass on the benefit of reduced GST rates to consumers with effect from September 22. "The benefit of reduction in GST rates shall be passed on to consumers/patients effective from September 22, 2025. All the manufacturers /marketing companies selling drugs/formulations shall revise theP of drugs/formulations (including medical devices) accordingly, with effect from September 22," the authority said in an order. The manufacturer and marketing companies shall issue a revised price list or supplementary price list to the dealers, retailers, state drug controllers and the government, reflecting the revised GST rates and revisedP, the National Pharmaceutical Pricing Authority (NPPA) stated. Manufacturer and marketing companies shall take immediate measures to sensitise dealers, retailers, and consumers about the reduction in GST rates through all possible channels of communicatio
Industry bodies asked the govt for a three-month transition period, use of old packaging, and a simpler GST refund mechanism to avoid supply chain disruptions in healthcare