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Cipla Ltd.

Cipla Ltd. logo
🇮🇳India
Ownership
Public
Established
1935-01-01
Employees
40.9K
Market Cap
-
Website
http://www.cipla.com

NPPA Sets Retail Prices for 84 Drugs Including Empagliflozin Combinations Following Patent Expiry

• India's National Pharmaceutical Pricing Authority (NPPA) has fixed retail prices for 84 new drug formulations, including 36 combinations containing the recently off-patent diabetes medication empagliflozin. • The price regulations follow the March 11, 2025 expiry of Boehringer Ingelheim's empagliflozin patent, opening the market to multiple pharmaceutical companies including Mankind Pharma, Lupin, and Alkem Laboratories. • Beyond diabetes medications, the NPPA's pricing decisions also cover anti-hypertensive combinations containing telmisartan and metoprolol, as well as anti-inflammatory formulations with paracetamol and mefenamic acid.

Cipla Receives USFDA Approval for Generic Version of Cancer Drug Abraxane

• Cipla has secured USFDA approval for paclitaxel protein-bound particles for injectable suspension, a generic version of Bristol Myers Squibb's Abraxane, indicated for treating multiple cancer types. • The company plans to launch the generic cancer treatment in the US market during the first half of fiscal year 2025-26, earlier than previously anticipated guidance. • Analysts project the generic Abraxane could generate between $20-50 million in revenue for Cipla, despite market competition from 3-4 other generic players currently active in the segment.

Lilly's Mounjaro Demonstrates Superior Efficacy in Head-to-Head Trials Against Diabetes Competitors

• Eli Lilly's Mounjaro (tirzepatide) has shown superior efficacy in reducing HbA1c levels and body weight compared to Novo Nordisk's Ozempic in clinical trials, offering new hope for the 35 million Americans with type 2 diabetes. • As the first dual-action medication that stimulates both GLP-1 and GIP receptors, Mounjaro achieved mean HbA1c reductions of 1.7% to 2.4% across trials, with participants losing between 12-25 pounds depending on dosage. • Recently launched in India following CDSCO approval, Mounjaro is now indicated for both chronic weight management in adults with obesity or overweight with comorbidities, and as an adjunct treatment for type 2 diabetes mellitus.

Topical Drug Delivery Market Set to Reach $454.93 Billion by 2031 as Targeted Delivery Technologies Advance

• The global topical drug delivery market is projected to grow from $226.31 billion in 2023 to $454.93 billion by 2031, representing a CAGR of 9.1%, driven by increasing demand for non-invasive treatment options. • Targeted drug delivery devices market is expected to grow at a faster CAGR of 19.7% through 2035, with intratumoral delivery dominating the segment and immunotherapy applications leading current market share. • Technological advancements in drug delivery systems are enabling more precise administration to specific organs, with devices targeting the brain showing promising growth potential despite breast-targeted devices currently driving overall market volume.

Cipla Share Price Surges Following US FDA Clearance of Goa Facility

• Cipla's stock price has increased by approximately 11% over three trading sessions following the US FDA's clearance of its Goa manufacturing facility. • The FDA's 'voluntary action indicated' (VAI) tag for the Goa facility is crucial for the potential approval of Cipla's generic Abraxane, a pancreatic cancer treatment. • Nomura upgraded Cipla's stock to 'buy,' raising the target price to Rs 1,800, citing the FDA clearance as a key factor boosting potential approval for gAbraxane. • Despite a 29% rise in the past year, Cipla's stock has underperformed Nifty Pharma's 54% gain, but brokerages now see a favorable risk-reward balance.

Cipla Shares Surge as USFDA Greenlights Abraxane Generic Launch

• Cipla's shares rose by 10% following the USFDA's classification of its Goa facility as VAI, paving the way for the launch of its generic Abraxane. • The USFDA's clearance resolves regulatory uncertainties that had previously delayed the anticipated launch of Cipla's generic Abraxane. • Analysts predict potential sales of $24 million to $48 million for Cipla's Abraxane in FY26 and FY27, with a possible upside of $25 million to $40 million. • Abraxane, a paclitaxel-based chemotherapy drug with a market size exceeding $700 million, is used to treat various cancers.

Alzheimer's Disease and Gene Therapy Clinical Trials Show Promise with Novel Approaches

• Over 120 Alzheimer's Disease treatment therapies are under development globally, targeting various mechanisms of action and routes of administration. • Gene therapy is emerging as a potential treatment strategy, with over 300 gene therapy drugs in the pipeline for various diseases, including neurological disorders. • Several companies are advancing Alzheimer's therapies through clinical trials, including Phase 3 studies for small molecule candidates and Phase 1 trials for novel muscarinic agonists. • Recent FDA approval of Leqembi marks a significant milestone, highlighting the potential of amyloid beta-directed antibodies in treating Alzheimer's disease.
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