Tildrakizumab-ASMN

Mumbai: Indian pharma major Sun Pharmaceuticals ended the second quarter of fiscal year 2025-26 with net sales of Rs 14,405 crore, up by 8.6 per cent against the year-ago period. Net profit was Rs 3,118 crore, up by 2.6 per cent on year-on-year (YoY), while Ebitda stood at Rs 4,527 crore with a margin of 31.3 per cent. Growth for the period is attributed to the domestic formulation sales, which grew 11 per cent YoY to Rs 4,734 crore and the company’s market share expanded to 8.3 per cent from 8 per cent in the previous quarter. During the July-September quarter Sun Pharma’s US sales of Innovative medicines (specialty drugs) have surpassed generics revenue for the first time, In Q2, specialty drugs racked up $333 million across various markets, accounting for 20.2 per cent of total consolidated sales for the quarter. In July this year, the company launched its anti-baldness drug Leqselvi (deuruxolitinib) following the settlement of a patent infringement litigation filed by Incyte Corporation for an undisclosed amount. Sharing updates on Sun Pharma’s innovative drug pipeline over the quarter’s earnings call, Dilip Shanghvi, Founder and Executive Chairman, said the company approached the US FDA for Unloxcyt—an onco-derma drug—to update its label. Additionally, the Mumbai-based drugmaker will seek expanded approvals for Ilumya over psoriatic arthritis and Fibromun over soft tissue sarcoma and glioblastoma in the second half of the ongoing fiscal. Commenting on the company's Semaglutide plans, Kirti Ganorkar, MD, Sun Pharma, said, the GLP-1 market is very exciting, and we want to participate in the market in the first wave, including India.” With respect to the category, Shanghvi stated, “we have to remain competitive with the best products, and in the case of Semaglutide, it will be a pen product.” Over Utreglutide —a novel GLP-1 molecule— Shanghvi shared, the company will begin the Global Phase 2 trial over diabetes indication in the second half and is “quite excited” with the early data both for diabetes and MASH —a liver indication. “Initial studies have been conducted with the synthetic version but later we might consider switching over to the recombinant version,” he added. Commenting on the impact of tariffs on its US business, Richard Ashcroft, CEO, Sun Pharma North America, said that presently the situation is “very fluid and uncertain,” and the company is awaiting the outcome of the Section 232 investigation to analyse and plan any mitigation strategy. “We are constantly assessing our US manufacturing footprint, and we remain open to considering expansion in due time," he added. Regarding the drugmaker’s future investments in biosimilars following the FDA draft guidance intended to support such therapies' development and approvals, Shanghvi said, “the company is waiting for the final guidance before making any decision, “as the action will clearly reduce potential investment, but it will also impact future competition, and there is still no complete clarity on substitution.” By Online Bureau ,

India’s largest drugmaker Sun Pharma has carved out its niche by focusing on unmet patient needs rather than chasing every new market segment, according to founder and executive chairman Dilip Shanghvi. Speaking at the IFQM Symposium, he stressed the company’s strategy of developing therapies with fewer side effects and improved delivery systems. With an annual R&D spend of $450 million, Sun Pharma’s portfolio spans dermatology, oncology, and ophthalmology. Its psoriasis drug Ilumya generated $681 million in FY25 sales, while new alopecia therapy Leqselvi is set to challenge Eli Lilly’s Olumiant with a higher-dosage regimen. Today, two-thirds of Sun Pharma’s revenue comes from international markets, underscoring its global shift since acquiring Ranbaxy for $4 billion in 2014 despite its troubled past. Shanghvi emphasized that setbacks never invalidate strategy: success lies in execution.