Market pulse › Pharma and healthcare
Pharma and healthcare
Today20 stories · 31 articles
Net tone● −3% today
Market checkPharma −0.10%
Developing2 storylines
Pharma and healthcare in three lines
- Sun Pharma secured exclusive worldwide rights to Lerodalcibib, excluding the US and China
- Morepen Laboratories submitted its first ANDA to USFDA for Sitagliptin Tablets
- Dr Reddy's shares gained over 1% after Nomura retained its Buy rating
1124 Sept
2125 Sept
726 Sept
527 Sept
1428 Sept
Broker call▲ bullishBuy Aster DM Healthcare; target of Rs 910: Motilal OswalAster DM Quality CareHospitalsMotilal Oswal Financial Services
Order win▲ bullishLupin receives USFDA tentative approval for Apixaban Oral Suspension 1.25 mg/mLLupin received USFDA tentative approval for Apixaban Oral Suspension 1.25 mg/mLLupinUSFDA
Broker call▲ bullishDr Reddy's shares gain over 1% after Nomura retains 'Buy'; Rs1,740 target, key biologics milestones aheadDr Reddy'sCDMO
Broker call● mixedShrikant Chouhan recommends buying Torrent Pharma, selling Bharti AirtelBharti Airtel
▲ bullishMorepen Laboratories submits first ANDA to USFDA for Sitagliptin TabletsMorepen Laboratories submitted its first ANDA to USFDA for Sitagliptin TabletsMorepen LaboratoriesUSFDA
Deal● mixedSun Pharma shares in focus after global licensing deal for cholesterol drug; check detailsSun Pharma
Deal▲ bullishSun Pharma signs exclusive licensing agreement with LIB Therapeutics Inc.Sun Pharma secured exclusive rights to commercialize and manufacture Lerodalcibep worldwide, excluding the US and ChinaSun PharmaChina
Market move● mixedDr Reddys Share Price Live Updates: Dr. Reddy's Laboratories shows three-month performance declineDr Reddy's
Market move● mixedApollo Hospital Share Price Live Updates: Apollo Hospital sees a decrease in weekly returnsApollo HospitalsHospitals
Policy● mixedGovt, private hospitals likely to be graded on quality & safetyNiti Aayog is developing a national quality framework for public and private hospitalsHospitals
Policy● mixedCDSCO steps up scrutiny of pharma drugs containing narcotic substancesCDSCO is addressing regulatory gaps around illegal diversion of pharmaceutical drugs containing narcotic substances
● mixedIndian-origin executives in demand to helm C-suite AI strategy globallyHoneywell Aerospace, Boeing, GE Healthcare and others have created chief AI and data officer rolesAIBoeing
Legal● mixedFortis says independent audit will establish non-involvement in Singh brothers’ share transfersSupreme Court cleared the way for an independent forensic audit of the share transfersFortis HealthcareSupreme CourtSingh brothers
Legal● mixedFortis confident of clean chit from audit in Singh brothers’ disputeFortis expects a clean chit from the audit in the Singh brothers’ disputeFortis HealthcareSupreme CourtHospitals
Data● mixedCompanies offering healthcare benefits see 13% drop in chronic claims, says reportCompanies offering healthcare benefits saw a 13% drop in chronic claimsInsuranceHealth insuranceStar Health and Allied Insurance
Expansion● mixedPB Health’s hospital expansion plans on track: PB Fintech Chairman and Group CEOPB FintechHospitalsPaytm
Policy● mixedFood safety vs public health: Maharashtra FDA chief Tukaram Mundhe calls for behaviour changeMaharashtra FDA chief Tukaram Mundhe said food and beverage choices should be considered when assessing illnessMaharashtraFMCG and consumption
Deal▲ bullishDr Lal PathLabs’ arm acquires 80% stake in Ghana’s Sunshine HealthcareDr Lal PathLabs’ arm acquired an 80% stake in Ghana’s Sunshine HealthcareDr Lal PathLabsGhanaHospitals
Legal● mixedRs 78,400 vs Rs 7,750 medicine: Novartis, Eli Lilly oppose bid to cut breast cancer drug prices in IndiaNovartis and Eli Lilly oppose a Kerala High Court petition seeking government intervention to lower breast cancer drug pricesNovartis IndiaEli Lilly
▲ bullishZydus Lifesciences’ New Jersey office clears USFDA inspection with no observationsUSFDA inspection concluded with nil observationsZydus LifesciencesUSFDA
IPO● mixedVirtual pharma API firm HRV preparing for IPO, DRHP likely in H1 of 2027: SourcesHRV Pharma is preparing for an IPO, with a draft prospectus likely in H1 2027Listing rulesStartups and VC
Policy● mixedPharma PLI attracts over Rs 46,700 crore investments, but China still dominates API importsChinaManufacturingTrade and tariffs
Policy● mixedNPS Swasthya from 1 October: What you need to know about the new pension option and health coverNPS Swasthya combines retirement savings with healthcare benefits and mandatory super top-up health insuranceHealth insuranceInsurance
● mixedHealth Care Roundup: Market TalkThe roundup covers healthcare-market commentary on Novartis, UCB and othersNovartis India
Policy● mixedBefore Ayushman Bharat, families sold their homes to afford treatment: J P NaddaJ P Nadda said Ayushman Bharat has transformed India’s healthcare
Expansion● mixedLord’s Mark advances AI breast cancer screening towards clinical trialsLord’s Mark and C-MET are advancing AI breast cancer screening towards clinical trialsAI
Funding and debt● mixedNIH funding cuts delayed a promising childhood brain cancer trial. Patients lost time they didn't have.Federal research funding cuts delayed a clinical trial for children with DIPG, a deadly brain tumor
Expansion● mixedNovo is betting on its next chapter as Eli Lilly gains more ground in GLP-1sAnalysts say Lilly may have advantages as Novo tries to regain ground in the obesity drug marketEli LillyNovo Nordisk
Expansion▲ bullishMax Healthcare expands Africa footprint with new centre in TanzaniaMax Healthcare opened a patient assistance centre in Dar es Salaam, TanzaniaMax HealthcareHospitalsTanzania
Deal● mixedNanexa shares surge on €1.17 billion Novo Nordisk licensing dealNanexa shares more than doubled after announcing the drug-delivery licensing dealNovo Nordisk
Legal▼ bearishSupreme Court allows independent forensic audit of Fortis transactions in Daiichi disputeThe Supreme Court declined to interfere with Delhi High Court orders allowing the auditFortis HealthcareDaiichi SankyoSupreme Court
● mixedThe Peptide Boom That Isn’t About Your MusclesThe opportunity is pill-form peptides that could challenge big pharma’s most profitable franchisesNovo NordiskEli Lilly
Deal● mixedAfter capital-markets day flop, Novo strikes licensing deal that sends a Swedish company’s stock soaringNovo Nordisk struck a licensing deal worth over $1 billionNovo NordiskEli LillyEuropean markets
Broker call● mixedWhat Should You Buy? Analysts took fresh bets on these stocks this week; Check targetsBrokerages initiated fresh coverage across retail broking, healthcare services, e-commerce and capital marketsStockbrokersRetailHospitals
Market move▲ bullishOn a healthy note! FPIs return to healthcare, pour ₹15,800 cr since JulyHealthcare drew ₹2,114 crore in FPI inflows in the first half of September, the most of any sectorFII flowsHospitals
Funding and debt▼ bearishNatco Pharma approves rights issue to raise up to ₹1,279 croreThe issue will offer up to 1,70,58,082 shares at ₹750 eachNatco Pharma
Market move● mixedNifty ends above 23,100 level; consumer durables shares climbThe Nifty ended above 23,100Nifty and SensexAutosReal estate
● mixedRetirement corpus: Will your savings last a lifetime? 8 factors to checkRetirement needs depend on lifestyle, inflation, healthcare costs, longevity, other income and withdrawal strategyInflationStrategy
Expansion▲ bullishBiocon Malaysia facility wins UK approval for Semglee fill-finish operationsUK MHRA approval covers Biocon’s Malaysia-based insulin fill-finish line for SemgleeBioconCDMOUnited Kingdom
Market move● mixedMomentum Stocks: Transport Corp, Xelpmoc Design, Infinium Pharma rally up to 8% on strong momentumXelpmoc Design And TechTCI
Policy● mixedRegulator mulls digital platform for drugmakers' test reportsIndia’s drug regulator is developing a digital platform for consumers to view batch-level quality-test reports
● mixedHealth insurance: Sum insured, policy terms, evolving needs - all you need to know before policy renewalReviewing coverage, sum insured, healthcare needs and premiums can help maintain uninterrupted protectionHealth insuranceInsuranceInsurance distribution
● mixedFDA upgrades Vitruvias Therapeutics recall: Superpotent thyroid tablets could trigger heart problems; who is at risk?FDA classified Vitruvias Therapeutics’ thyroid-tablet recall as Class I over potential superpotencyUSFDA
Deal● mixedSanofi Healthcare India buys 15.19% stake in Sanofi India for ₹1,068 croreSanofi Healthcare India acquired 35 lakh shares for ₹1,068 croreSanofi IndiaMarket valuations
Policy▲ bullishIndia-Mexico may sign trade pact, report reveals: Autos, pharma, engineering—who stands to gain?India and Mexico may finalise Terms of Reference for a preferential trade agreement in early OctoberTrade dealsAutosTrade and tariffs
Policy● mixedGovt revives pharma logistics study; plans to map 10-year infra needsShipping and logisticsInfrastructureGovernment capex
Data● mixedPharma revenue growth to accelerate to 11-13% this fiscal: CrisilPharma revenue growth is projected at 11-13% this fiscalCrisilInput costs
Leadership▼ bearishAlkem Laboratories CFO Nitin Agrawal resignsNitin Agrawal resigned to pursue new professional opportunitiesAlkem Laboratories
Policy● mixedMint Explainer | Why NHRC wants India’s drugs regulator to build a national digital registryNHRC wants the drugs regulator to build a national digital registry using QR codes and drug-tracking tools
Leadership▲ bullishApollo Hospitals appoints Upasana Kamineni Konidela to lead projects amid ₹8,600-crore expansionApollo Hospitals appointed Upasana Kamineni Konidela as Director – ProjectsApollo HospitalsHospitalsInfrastructure