Lupin’s Q2 was a tale of three generics settlements – on Glumetza, which is still a commercial win despite the quarter-billion dollar outgo so far, on Spiriva, which will likely lead to happy tidings next fiscal year, and on Revlimid, on which the company has yet to make up its mind.
Lupin Limited’s recent settlements give investors as much reason to cheer as to be concerned. A $253.2m provision for a settlement related to antitrust class actions filed in the Northern District of California regarding Glumetza (metformin) led the company to report a fiscal second quarter loss of INR14.7bn ($196.4m).
A group of Glumetza purchasers had alleged that Lupin agreed to delay the launch of its generic by four years...
The Swiss pharma company is rebalancing the portfolio, emphasizing best-in-class drugs and moving into new areas like cardiovascular and metabolic disease.
In this week's episode: Trump’s UK drug pricing win; Novo explains semaglutide Alzheimer's rationale; J&J and Novartis on this year’s biggest M&A deals; a look at the mixed performance of CAR-Ts; and Akeso’s goals beyond ivonescimab.
Pipelines in bioconjugates continue to develop, from ADCs to XDCs, with radionuclide drug conjugates (RDCs) and antibody-oligonucleotide conjugates (AOCs) leading the expansion.
Lilly's first Phase III triplet win opens the door to a label expansion in BTK-pretreated CLL, with analysts suggesting Jaypica could attain blockbuster status. However, the window to capitalize may be brief as next-generation BTK degraders close in with head-to-head trials.
Mounjaro, Eliquis, and Darzalex buck the Q1 trend to make gains
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