NATCOPHARM

** Natco Pharma NATP.NS rises 3.3% to 840 rupees

** Delhi Court dismisses appeal filed against co by F. Hoffmann-La Roche AG over launch of Risdiplam drug in India

** Judgment paves way for co to launch generic version of drug 'Risdiplam', used to treat spinal muscular atrophy

** Co to launch product with immediate effect at 15,900 rupees; offer some discount to certain deserving patients through its patient access programme

** Around 2.2 mln shares traded, more than 5x the 30-day avg

** YTD, NATP falls ~39%

(Reporting by Vijay Malkar)

(([email protected];))

Rewrites, updates shares, adds analysts' comments

By Ananta Agarwal and Rishika Sadam

Sept 26 (Reuters) - Indian pharmaceutical stocks .NIPHARM fell 2% on Friday after U.S. President Donald Trump announced a 100% tariff on imports of branded and patented drugs, effective Oct. 1.

The U.S. is India's largest market for pharmaceutical exports, accounting for over a third of the total volume, mostly of cheaper generic drugs.

Of the 20 index constituents, 18 traded in the red as of 2:37 p.m. IST.

Analysts described the decline as "sentimental", noting that India's exports to the U.S. are primarily generic medicines, which may not be affected by the tariffs.

Sun Pharmaceutical Industries SUN.NS, India's largest drugmaker by revenue and the heaviest stock on the index, fell about 3%. Sun Pharma markets patented drugs, including Ilumya, a psoriasis treatment approved by the U.S. FDA.

The company also has a contract manufacturing unit through EU partners for specialty drugs, where a 15% tariff applies to EU exports to the U.S., according to Vishal Manchanda, equity analyst at Systematix Group.

"The impact on Sun is not very meaningful," he said. "It may be between 1% to 3% of EBITDA."

Laurus Labs LAUL.NS declined the most among constituents of the index, down about 6%.

"There is a general worry that CDMO (contract drug manufacturing organisations) might be impacted as the U.S. moves manufacturing in-house," Manchanda added.

Biocon, which makes complex biosimilars for cancer treatment and has significant U.S. exposure, is down about 4.6%.

"Uncertainty remains whether complex generics and biosimilars will face future tariffs," ICICI Securities analyst Pankaj Pandey said in a note on Friday.

(Reporting by Ananta Agarwal in Bengaluru; Editing by Nivedita Bhattacharjee and Janane Venkatraman)

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Sept 18 (Reuters) - Natco Pharma Ltd NATP.NS:

• NATCO PHARMA LTD - FDA CONDUCTED INSPECTION AT NATCO PHARMA IN KOTHUR, HYDERABAD

• NATCO PHARMA LTD - RECEIVES EIR CLASSIFYING FACILITY AS 'VAI'

Source text: ID:nBSE8nbfJZ

Further company coverage: NATP.NS

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** Shares of Natco Pharma NATP.NS down 0.7% at 903 rupees, while Nifty Pharma index up 1.2%

** Earlier was at 871 rupees, its lowest level since June 27

** Co reported 28.1% y/y fall in Q1 consol net profit as expenses rose

** Co says business faced pricing pressure in U.S. product portfolio, incurred increased R&D expenses on account of high value projects

** Average rating by 8 analysts is "hold"; median PT is 1,040.5 rupees - data compiled by LSEG

** YTD, NATP down 35.1% vs 6.7% fall in Nifty Pharma index

($1 = 87.6138 Indian rupees)

(Reporting by Meenakshi Maidas in Bengaluru)

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July 23 (Reuters) - Natco Pharma Ltd NATP.NS:

• TO BUY 51.6 MILLION SHARES OF ADCOCK INGRAM

• TOTAL INVESTMENT COST ABOUT 20 BILLION RUPEES

• TO INCORPORATE SUBSIDIARY IN SOUTH AFRICA WITH 21 BILLION RUPEES INVESTMENT

Source text: ID:nNSE4wrn0P

Further company coverage: NATP.NS

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** Shares of Natco Pharma NATP.NS down nearly 2% to 897 rupees

** Drugmaker says U.S. FDA inspected its Hyderabad facility and noted "one observation"

** Co did not elaborate on the observation, but said it was "procedural" and that it was confident it could address it comprehensively

** Stock, on avg, rated "hold" with median PT 935.50 rupees - data compiled by LSEG

** YTD stock down 36%

(Reporting by Hritam Mukherjee in Bengaluru)

(([email protected];))

** Shares of Natco Pharma NATP.NS rise 2.3% to 881.95 rupees

** Pharmaceuticals co's Q4 consol net profit rises 5.3% Y/Y to 4.07 bln rupees ($47.6 mln)

** Q4 revenue jumps 14.3% Y/Y, while expenses rose 23.5%

** Trading vols at 1.5 mln shares, 1.3x the 30-day average

** NATP down ~36% YTD

($1 = 85.4500 Indian rupees)

(Reporting by Vijay Malkar)

(([email protected];))

April 8 (Reuters) - Natco Pharma Ltd NATP.NS:

• NATCO PHARMA LTD - DELHI HIGH COURT DENIES ROCHE'S INJUNCTION PLEA AGAINST NATCO

• NATCO PHARMA LTD - UPDATES ON LEGAL PROCEEDINGS FOR RISDIPLAM LAUNCH IN INDIA

• NATCO PHARMA LTD - ROCHE APPEALS DECISION, APPELLATE BENCH DIRECTS STATUS QUO

• NATCO PHARMA LTD - PRICES RISDIPLAM AT 15,900 RUPEES MRP

• NATCO PHARMA LTD - TO OFFER DISCOUNT ON RISDIPLAM THROUGH PATIENT ACCESS PROGRAMME

• NATCO PHARMA: INTENDS TO LAUNCH RISDIPLAM AFTER CLARITY FROM APPELLATE BENCH, WHICH IS EXPECTED SHORTLY

Source text: ID:nBSE1wdNMH

Further company coverage: NATP.NS

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March 20 (Reuters) - Eli Lilly LLY.N on Thursday launched in India its diabetes and weight-loss drug, Mounjaro, which has already clocked in over $20 billion in global sales since its initial U.S. launch in 2022.

India, the world's most populous country, has high obesity rates and the second-highest number of people with type 2 diabetes. Around 11% of Indian adults are expected to become obese by 2035, according to the World Obesity Federation Atlas.

Here are the local and international drugmakers also eyeing the Indian market and looking to introduce rivals to Lilly's drug:

NOVO NORDISK

The Danish drugmaker NOVOb.CO had said it aims to launch its blockbuster weight-loss drug, Wegovy, in India by 2026.

The active ingredient in Wegovy is semaglutide, which is likely to go off-patent in 2026 in India.

Wegovy and Lilly's Mounjaro belong to the same class of treatments called GLP-1 agonists, which soared into popularity globally triggering a shortage of supply. GLP-1 drugs mimic a gut hormone that helps control blood sugar levels and slow digestion, making people feel fuller for longer.

SUN PHARMA

Sun Pharmaceutical SUN.NS, India's largest drugmaker by revenue, is developing its own GLP-1 treatment, utreglutide, for weight loss and type 2 diabetes.

The drugmaker said earlier this month it expects to launch the drug in the next four to five years.

BIOCON

Indian drugmaker Biocon BION.NS is developing its own version of Novo's Wegovy, as the drug is set to lose exclusivity next year in emerging markets such as India, Brazil, Mexico, and Saudi Arabia.

ZYDUS LIFESCIENCES

India's Zydus Lifesciences ZYDU.NS is developing the generic version of Semaglutide and plans on launching the drug after its patent expires in India.

CIPLA

Cipla CIPL.NS, India's third-largest drugmaker by sales, is among the Indian drugmakers making cheaper versions of Novo's Wegovy.

Cipla has also said it is open to partnering with Lilly to market Mounjaro in India.

DR. REDDY'S

India's Dr. Reddy's REDY.NS has said it plans to launch generic versions of Semaglutide in all the markets as Novo's patent expires.

LUPIN

India's Lupin LUPN.NS is another generic drugmaker looking to grab a share of the burgeoning obesity treatment market with its own version of Novo's Wegovy.

NATCO, MANKIND PHARMA, AUROBINDO PHARMA

Media reports say India's Natco Pharma NATP.NS, Mankind Pharma MNKI.NS, Aurobindo Pharma ARBN.NS are also developing cheaper versions of Novo's Wegovy.

Reuters was not able to independently verify the reports.

(Reporting by Mariam Sunny in Bengaluru; Editing by Maju Samuel)

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** Shares of India's Natco Pharma NATP.NS drop 16.5% to 1017 rupees, marking their biggest intraday loss since debut

** The drugmaker's Q3 consol net profit fell 37.5% y/y, while rev dropped 37.4% y/y

** Stock sees steepest fall since June 5, 2024, set for fifth straight session of losses, if current trend holds

** NATP stock has lost ~27% so far in 2025

(Reporting by Yagnoseni Das in Bengaluru)

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Feb 12 (Reuters) - Natco Pharma Ltd NATP.NS:

• DIVIDEND 1.5 RUPEES PER SHARE

• DEC-QUARTER CONSOL NET PROFIT 1.33 BILLION RUPEES

• DEC-QUARTER CONSOL REVENUE FROM OPERATIONS 4.75 BILLION RUPEES

Source text: [ID:]

Further company coverage: NATP.NS

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Feb 10 (Reuters) - Lupin Ltd LUPN.NS:

• LUPIN LTD - CO AND NATCO RECEIVE U.S. FDA APPROVAL FOR BOSENTAN TABLETS

Source text: ID:nBSEb28kSJ

Further company coverage: LUPN.NS

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Jan 30 (Reuters) - Natco Pharma Ltd NATP.NS:

• NATCO PHARMA - ANNOUNCES APPROVAL OF ANDA FOR EVEROLIMUS TABLETS

• NATCO PHARMA - BRECKENRIDGE PHARMACEUTICAL TO LAUNCH PRODUCT IMMEDIATELY IN US

Source text: ID:nBSESdMF

Further company coverage: NATP.NS

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Jan 8 (Reuters) - Natco Pharma Ltd NATP.NS:

• GETS TAX PENALTY DEMAND ORDER OF 3.8 MILLION RUPEES

Source text: ID:nNSE6CRw55

Further company coverage: NATP.NS

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Nov 27 (Reuters) - Natco Pharma Ltd NATP.NS:

• SELLS LAND FOR 1.16 BILLION RUPEES

Source text: ID:nBSE3654XR

Further company coverage: NATP.NS

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Nov 21 (Reuters) - Natco Pharma Ltd NATP.NS:

• SUBMITS ANDA FOR RISDIPLAM FOR ORAL SOLUTION

• SUBMITTED ANDA WITH US FDA FOR GENERIC VERSION OF EVRYSDI (RISDIPLAM)

• EXPECTS TO BE ELIGIBLE FOR 180 DAYS OF SHARED MARKETING EXCLUSIVITY

Source text: ID:nBSE3BWpw7

Further company coverage: NATP.NS

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Nov 20 (Reuters) - Natco Pharma Ltd NATP.NS:

• SOLD INVESTMENT HELD IN ISCA, INC FOR $2.1 MILLION

Source text: ID:nBSE9X7x6J

Further company coverage: NATP.NS

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** Shares of active pharmaceutical ingredients maker Orchid Pharma ORCD.NS rise 4.8% to 1,522.35 rupees

** Co posts a 37.5% rise in Sept-qtr consolidated profit at 272.4 million rupees ($3.2 mln); income from ops rose 12%

** Avg rating of three analysts covering ORCD at "strong buy" vs "hold" for peers Natco Pharma NATP.NS and Poly Medicure PLMD.NS

** ORCD's median PT is at 1,710 rupees - LSEG data

** Stock up ~114% so far this year vs a 76% and 85% rise in NATP and PLMD

($1 = 84.3930 Indian rupees)

(Reporting by Dimpal Gulwani in Bengaluru)

(([email protected]))

Oct 7 (Reuters) - Natco Pharma Ltd NATP.NS:

• NATCO PHARMA - MYLAN PHARMA, NOVO NORDISK SETTLE U.S. PATENT LITIGATION OVER GENERIC OZEMPIC

Source text for Eikon: [ID:]

Further company coverage: NATP.NS

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Sept 4 (Reuters) - Natco Pharma Ltd NATP.NS:

• NATCO PHARMA (CANADA) INC. ANNOUNCES US$ 8 MILLION INVESTMENT IN EGENESIS, INC.

Source text for Eikon: ID:nBSE8sm9WY

Further company coverage: NATP.NS

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** Shares of Natco Pharma NATP.NS up 4.3%; top gainer on pharma index .NIPHARM, which is up 1%

** Co on Thursday said it filed new drug application to U.S. Food & Drug Administration for generic version of Tabrecta tablets

** Drug used to treat lung cancer had sales of $126 mln in U.S in 2023, co said

** NATP up 92% YTD, second biggest gainer among 20 stocks in pharma index, which is up 37%

(Reporting by Sethuraman NR in Bengaluru)

(([email protected]; (+91 9945291420); Reuters Messaging: [email protected]))

Aug 29 (Reuters) - Natco Pharma Ltd NATP.NS:

• NATCO PHARMA - SUBMISSION OF ANDA WITH FDA FOR GENERIC VERSION OF TABRECTA

• NATCO PHARMA - SUBMISSION OF ABBREVATED NEW DRUG APPLICATION (ANDA)

Further company coverage: NATP.NS

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** Shares of Marksans Pharma MARK.NS up 9.4% at 205.4 rupees, its steepest gain since July 24

** Pharmaceutical formulations maker's Q1 consol net profit grew ~30%, rev up 18%

** Shares see busiest day in about 3 weeks, with over 3.2 mln shares traded

** Stock up 28% YTD, vs an 81% and 9% rise in peers Natco Pharma NATP.NS and Mankind Pharma MNKI.NS, respectively

(Reporting by Aleef Jahan in Bengaluru)

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** Shares of Natco Pharma Ltd NATP.NS rise as much as 6.9% to a record high of 1,539.70 rupees

** Drugmaker's Q1 profit jumps 60%, driven by robust exports formulation business

** NATP's Q1 rev up ~20%, while expenses fall 8%

** Stock top gainer on Nifty Pharma index .NIPHARM

** Over 2.9 mln shares traded, 3x the 30-day avg volume

** Analysts tracking stock rate it "buy" on avg - LSEG data

** Stock up 84% YTD, top gainer on Nifty Pharma index

(Reporting by Nandan Mandayam in Bengaluru)

(([email protected]; Mobile: +91 9591011727;))

** Shares of India's Natco Pharma NATP.NS up 2.5% after a near 7% jump earlier in the session

** Drugmaker's Q4 consol net profit climbed 40% y/y while rev rose ~19% y/y

** Trading vols 5.7x 30-day avg

** YTD, NATP has gained ~30% after climbing more than 44% in 2023

(Reporting by Hritam Mukherjee in Bengaluru)

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April 18 (Reuters) - Natco Pharma Ltd NATP.NS:

• FRESENIUS KABI USA, LLC AND FRESENIUS KABI DEUTSCHLAND GMBH HAVE FILED A COMPLAINT AGAINST NATCO PHARMA USA LLC

• COMPLAINT AGAINST CO RELATING TO MARKETING OF DASH PHARMACEUTICALS DIAZEPAM INJECTION PREFILLED SYRINGE IN UNITED STATES

• FRESENIUS HAS NOT YET EFFECTUATED SERVICE OF COMPLAINT WHICH IS REQUIRED TO COMMENCE LAWSUIT

• NATCO PHARMA INTENDS TO DEFEND MATTER ACCORDINGLY

Further company coverage: NATP.NS

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** Shares of Natco Pharma NATP.NS fall as much as 2.2% before trimming some losses to trade 1.4% lower at 986 rupees

** Drug maker says it received warning letter from US FDA after inspection at co's Kothur manufacturing facility

** Co does not believe warning letter impact disruption of supplies or existing revenues from the facility, but says it is likely to cause delay in pending product approvals

** Shares of co down 4.3% last month, snapping three straight months of gains

** Trading vol is 2.2x the 30-day daily avg, highest in more than a month

** NATP's trading volume in March qtr was highest since qtr-ended Dec., 2010

** Avg rating of the 10 analysts is "buy" and median PT is 866 rupees, ~12% lower than current price - LSEG data

(Reporting by Anuran Sadhu in Bengaluru)

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** India's benchmark indices NSE Nifty 50 .NSEI up 0.7%, while S&P BSE Sensex .BSESN up 0.6%

** Auto stocks .NIFTYAUTO jump 2.3%, led by Mahindra & Mahindra MAHM.NS, as post-results rally extends and on electric vehicle parts supply deal with Volkswagen

** Other auto heavyweights Tata Motors TAMO.NS, Maruti Suzuki MRTI.NS, and Bajaj Auto BAJA.NS up between 2% and 3.3%

** Pharma stocks .NIPHARM up 1.6%, helped by strong earnings outlook and commentary by constituents like Glenmark Pharma GLEN.NS, Natco Pharma NATP.NS

** Jefferies raises Bharat Petroleum BPCL.NS PT to street-high 890 rupees; says state-owned oil refiner to benefit most from normalised marketing margins; stock up 1.5%

** Kotak, however, says most sectors barring financials "overvalued," with street's euphoria backed by "superficial narratives" instead of fundamentals

** Nifty 50 and Sensex up for fourth straight session, and up about 1.2% for the week, including the session's gains

(Reporting by Nandan Mandayam in Bengaluru)

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Feb 14 (Reuters) - Natco Pharma Ltd NATP.NS:

• NATCO PHARMA LTD DEC-QUARTER CONSOL NET PROFIT 2.13 BILLION RUPEES VERSUS 623 MILLION RUPEES

• NATCO PHARMA LTD DEC-QUARTER CONSOL REVENUE FROM OPERATIONS 7.59 BILLION RUPEES VERSUS 4.93 BILLION RUPEES

Source text for Eikon: [ID:]

Further company coverage: NATP.NS

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Jan 17 (Reuters) - Natco Pharma Ltd NATP.NS:

• INVESTS AROUND $2 MILLION IN CELLOGEN THERAPEUTICS

Further company coverage: NATP.NS

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