Lupin Seeks Anti-Obesity Drug Alliances While Aiming For No.2 Spot In Diabetes
In-Licensing Dynamics Are Changing
In an interview with Scrip, Lupin’s MD Nilesh Gupta spoke about seeking alliances to address the anti-obesity market in India post a demand surge for Wegovy and Mounjaro, the company’s thrust into pharma-adjacent businesses, the limited impact so far of the Israel-Palestine conflict on Indian pharma and more.
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Plus deals involving Fujimoto/Egetis, Chugai/Cheplapharm, Celest/Senti, Shionogi/Apnimed, Jiangsu Hengrui/Merck KGaA, Jiangsu Hengrui/Elevar, Sun/Zydus, C4U/Healiva, Shanghai Henlius/Intas, Ono/Turbine, EpimAB/Almirall and Alar/Indivior.
Lupin’s Q2 margins jumped post launch of the first Spiriva generic in the US, encouraging launch plans for Europe and Canada. With four out of five plants clearing a regulatory overhang from earlier warning letters, the specialty engine is revving up though competition in first-to-file products launched earlier could dampen margins somewhat
As family-led firms go through a churn in India, Lupin’s MD Nilesh Gupta speaks about adding value via adjacencies to the legacy business, building digital interfaces and a healthcare continuum for patients. In an interview with Scrip, he also emphasized Lupin promoters are neither interested in selling their own stake nor in acquiring that of Cipla’s promoters.