loading
loading
The biggest near-term trigger is generic semaglutide, which is scheduled for relaunch in November 2026 after temporary supply disruptions linked to API scale-up challenges. The company has iterated its target of selling six-seven million pens this year. It expects an annual opportunity of 12-15 million pens over the longer term. Initial volumes are expected to be led by Canada and other international markets before larger geographies contribute meaningfully. The second key catalyst is the US launch of arthritis drug abatacept biosimilar, with a regulatory decision expected in December 2026. While commercialisation is likely to take a few quarters to gain momentum due to time taken to add it to the formulary list, the company anticipates meaningful market-share potential, making it one of the most important growth contributors from FY28 onwards. The company launched 12 products and filed 10 ANDAs in North America during the first half of FY27, with a healthy pending pipeline of 80 filings, including 27 first-to-file opportunities and three NDAs, which should support steady launch momentum. Beyond these products, Dr Reddy's is steadily expanding its biosimilars portfolio and specialty business. The US approval of rituximab biosimilar (used to treat blood cancer), launch of cancer drug nivolumab biosimilar in India and new partnerships and innovative therapies underscore its strategy of moving beyond traditional generics. The domestic formulations business remains a bright spot. Strong performance in chronic therapies and an expanding specialty portfolio have helped the company outperform the Indian pharmaceutical market. It also expects a healthy launch pipeline to support growth in the coming years. (What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .) Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today. Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price (What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .) Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today. Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price
document fetched 2026-10-26 02:57