AUROPHARMA

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 Aurobindo Pharma ARBN.NS rise 2.1% to 1,160.35 rupees apiece

** Drug maker's active pharmaceutical ingredients (API) manufacturing facility in southern Indian state of Telangana gets establishment inspection report from U.S. drug regulator with "voluntary action indicated" (VAI)

** A VAI classification by the U.S. drug regulator implies that the facility will not face any regulatory action

** ARBN among top gainers in pharma index .NIPHARM, which is up 0.5%

** ARBn shares are down 13% in 2025 so far compared to the 9.7% fall in the pharma index, according to exchange data

(Reporting by Bharath Rajeswaran in Bengaluru)

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March 5 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• AUROBINDO PHARMA - TERMINATION OF LICENSE AGREEMENT WITH HILLEMAN LABORATORIES SINGAPORE PTE

• AUROBINDO PHARMA - TERMINATION OF AGREEMENT BY AURO VACCINES

• AUROBINDO PHARMA LTD - TERMINATION WILL NOT HAVE SIGNIFICANT IMPACT ON COMPANY FINANCIALS

Source text: ID:nnAPN2OO861

Further company coverage: ARBN.NS

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By Jennifer Rigby and Lisa Baertlein

LONDON, Feb 21 (Reuters) - The U.S. government's foreign aid freeze has upended the supply chain for medical products crucial for fighting diseases including HIV and malaria in some of the world's poorest countries, and life-threatening gaps could persist for months, according to two sources familiar with the sector.

The U.S. Agency for International Development (USAID) usually places around $600 million of orders annually for products such as medicines, diagnostic tests and equipment like bed nets, as part of one of its biggest health supply contracts including HIV, malaria and reproductive health.

But the freeze has put orders and forecasts, particularly those made months in advance, on hold. That will likely have far-reaching implications for deliveries, cost, and timings, according to two sources with knowledge of the global health supply chain and others working in the sector.

Companies including the U.S. firm Abbott ABT.N, Switzerland's Roche ROG.S, and India's Cipla CIPL.NS are all likely to be affected, alongside others including Hologic HOLX.O, Viatris VTRS.O, Hetero and Aurobindo ARBN.NS, the first of the sources told Reuters.

"We are monitoring the situation closely. Our highest priority is to ensure that patients have continuous access to our diagnostic tests and treatments around the world," said a Roche spokesperson in response to Reuters' questions. The other companies either declined to comment or did not respond. The U.S. State Department did not immediately respond to requests for comment.

The first source said waivers from the U.S. government, intended to allow lifesaving work to restart, only applied to orders already moving around the world. Even those were not fully functional as the USAID payment system remained down, he said. Future funding and orders were more uncertain, even for companies where the raw materials have been assembled or the manufacturing capacity booked, he added.

Medicines and diagnostic tests for HIV and malaria, as well as preventive tools like bed nets and contraceptives, could be impacted, he said.

"There will be a huge backlog," said Fitsum Lakew Alemayehu, the African Union liaison manager at WACI Health, an African advocacy organization. "In Africa, millions have been on those treatments."

'BULLWHIP' EFFECT

The dismantling of USAID has already had significant impact across the globe, including shuttering HIV clinics, stranding emergency food aid, and halting research.

For medical supplies, the freeze could also hit prices, because companies have been able to operate more efficiently knowing that they would continue to get orders from USAID, all of the sources said.

Prashant Yadav, a medical supply chain expert and senior fellow at the nonpartisan Council on Foreign Relations think tank, said the upheaval could upend this system of advance demand forecasts entirely, hitting prices and ultimately risking budget shortfalls across other buyers, like governments and global health funders.

He said it was an example of the "bullwhip" effect in supply chains, where "any small changes, even if they are for a short duration of time, get amplified at every level in the system". The term is derived from a scientific concept in which movements of a whip are amplified from the origin - the hand cracking the whip - to the endpoint.

Even if the aid freeze ends after a 90-day review, as the Trump administration originally suggested, restarting production will be complex and there could be legal issues, several experts said.

"This is a huge mess to untangle," said Tom Cotter, chief executive officer at Health Response Alliance, a nonprofit organization dedicated to ensuring equitable access to health services during emergencies.

(Reporting by Jennifer Rigby, additional reporting by Maggie Fick in London, Rishika Sadam in Hyderabad)

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** Shares of Aurobindo Pharma ARBN.NS fall 2.2% to 1,110.00 rupees, set for third straight session of losses

** US FDA classified inspection at co's unit's warehousing facility in New Jersey as 'Official Action Indicated'

** Official Action Indicated (OAI) classification indicates a facility is in an unacceptable state of compliance, per US FDA site

** The inspection, conducted from May 13-15 last year, was concluded with 5 observations

** ARBN fell 2.4% in previous session after US FDA issued five observations to subsidiary Eugia Steriles after a pre-approval inspection

** ARBN gained 23.1% in 2024

(Reporting by Vijay Malkar)

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Feb 19 (Reuters) - Shares of Indian pharmaceutical companies .NIPHARM slid 2.2% on Wednesday after U.S. President Donald Trump said he intends to impose tariffs in the range of 25% on pharma imports.

Sun Pharma SUN.NS and Dr Reddy's REDY.NS fell 2% and 3.4%, respectively, while Aurobindo Pharma ARBN.NS tumbled 6%.

(Reporting by Kashish Tandon in Bengaluru; Editing by Savio D'Souza)

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Feb 18 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• COMPLETION OF US FDA PRE-APPROVAL INSPECTION AT EUGIA STERILES

• INSPECTION CONCLUDES WITH 5 PROCEDURAL OBSERVATIONS

Source text: ID:nBSE3PWnk0

Further company coverage: ARBN.NS

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Feb 7 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• US FDA INSPECTED AN API MANUFACTURING FACILITY, UNIT 2 OF APITORIA PHARMA

• US FDA ISSUED EIR CLASSIFYING FACILITY AS VAI

Source text: [ID:]

Further company coverage: ARBN.NS

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Feb 6 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• AUROBINDO PHARMA Q3 CONSOL NET PROFIT 8.46 BILLION RUPEES

• AUROBINDO PHARMA DEC-QUARTER CONSOL TOTAL REVENUE FROM OPERATIONS 79.79 BILLION RUPEES

Source text: [ID:]

Further company coverage: ARBN.NS

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Jan 31 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• CURATEQ BIOLOGICS RECEIVES POSITIVE OPINION FOR BIOSIMILAR DYRUPEG FROM EMA

• EXPECTED TO GET APPROVAL FOR DYRUPEG BY EUROPEAN COMMISSION IN APRIL 2025

Source text: ID:nBSE4gRFKt

Further company coverage: ARBN.NS

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Jan 28 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• UNIT 2 OF APITORIA PHARMA RECEIVED EIR FROM US FDA WITH VAI CLASSIFICATION

Source text: [ID:]

Further company coverage: ARBN.NS

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** Shares of drug maker Aurobindo Pharma ARBN.NS rise 4.6% to 1,246.9 rupees

** ARBN is the top gainer in pharma index .NIPHARM, which is up 1.4%

** Rise after CLSA upgrades stock to "outperform" from "hold"; TP at 1,400 rupees apiece, an 18% potential upside in the next 12 months

** ARBN poised to deliver fastest growth among Indian large-cap pharma peers, says CLSA

** Adds ARBN's U.S. business revenue will more than double in the next three years

** Says ARBN trades at a 15%-20% discount to its peers despite faster growth prospects, making it an attractive proposition

** ARBN has dropped 6.4% YTD, underperforming pharma index, which is down 4.5% - LSEG data

(Reporting by Bharath Rajeswaran in Bengaluru)

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** Shares of Aurobindo Pharma Ltd ARBN.NS rise as much as 2.5% to 1,244 rupees

** Pharma co says U.S. Food and Drug Administration (FDA) inspected an API manufacturing facility of a unit in Telangana state from Dec. 9-17

** Adds that inspection closed with two observations, which are procedural in nature and will be responded to within the stipulated time

** More than 415,000 shares traded as of 10:11 a.m. IST, vs their 30-day moving avg of over 1.1 mln shares

** Mean rating of 26 analysts rating the stock is "buy"; their median PT is 1,537.5 rupees - LSEG data

** ARBN last up 2%, adding to YTD gains of 14.4%

(Reporting by Meenakshi Maidas in Bengaluru)

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Dec 17 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• AUROBINDO PHARMA - COMPLETION OF US FDA INSPECTION AT UNIT V OF APITORIA PHARMA

• AUROBINDO PHARMA - INSPECTION CLOSED WITH 2 OBSERVATIONS

Source text: ID:nBSE4PT6h0

Further company coverage: ARBN.NS

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** Aurobindo Pharma ARBN.NS rises 1.7% to 1,228.55 rupees

** Pharma co's unit CuraTeQ Biologics says advisory committee to Europe's drug regulator recommends granting of marketing authorisation for its Zefylti drug

** Zefylti is a biosimilar of filgrastim drug, intended to treat neutropenia and mobilisation of peripheral progenitor cells

** Stock set to snap five-session losing streak

** ARBN up ~13% YTD; had gained 147% in 2023

(Reporting by Vijay Malkar)

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Dec 13 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• CURATEQ BIOLOGICS RECEIVES POSITIVE OPINION FOR BIOSIMILAR ZEFYLTI

• EUROPEAN AGENCY ADOPTS POSITIVE OPINION FOR CURATEQ'S BIOSIMILAR ZEFYLTI

Source text: ID:nBSE6Z4CYp

Further company coverage: ARBN.NS

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Dec 11 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• THERANYM BIOLOGICS ALLOTS 2,041 EQUITY SHARES TO DR. SATAKARNI MAKKAPATI

Source text: ID:nBSE9Vxj2Y

Further company coverage: ARBN.NS

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Dec 5 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• AUROBINDO PHARMA - EUGIA PHARMA RECEIVES USFDA APPROVAL FOR PAZOPANIB TABLETS, 200 MG

Source text: ID:nnAZN2R7730

Further company coverage: ARBN.NS

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Dec 4 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• AUROBINDO PHARMA - CLARIFICATION ON NEWS APPEARED IN MEDIA ON KAKINADA SEAPORT & KAKINADA SEZ

• AUROBINDO PHARMA - CLARIFIES CO NOT CONNECTED WITH OWNERSHIP, OPERATIONS OF KAKINADA SEAPORTS, KAKINADA SEZ

Source text: ID:nBSE8r3K6r

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** Shares of Aurobindo Pharma ARBN.NS rise 2% to 1,495 rupees

** Analysts at BoB Capital Equity Research upgrade stock to "buy" from "hold"; hike PT to 1,728 rupees from 1,200 rupees

** Brokerage expects sales of $700 mln for co's injectables unit by FY26

** Adds, co's biosimilars will be launched by FY26, after which EBITDA margin is expected to increase to 24% by FY27 from 20% in FY24

** Says co has several growth including strong generics pipeline, commercialising its Pen-G project used to treat bacterial infections and growing injectables business

** Twenty-six analysts covering stock, on avg, have a "buy" rating; median PT 1,579.5 rupees - LSEG data

** Stock up 38% YTD vs 40% rise in Nifty pharma index .NIPHARM

(Reporting by Ashna Teresa Britto in Bengaluru)

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Oct 1 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• RECEIVES USFDA APPROVAL FOR CEPHALEXIN TABLES USP, 250 MG AND 500 MG

• PRODUCT IS EXPECTED TO BE LAUNCHED IN Q3FY25

Source text for Eikon: ID:nBSE9f3Q1H

Further company coverage: ARBN.NS

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** Shares of Aurobindo Pharma ARBN.NS fall as much as 4.5% to 1,444 rupees

** Indian drugmaker says U.S. Food and Drug Administration (USFDA) completed inspection at its API manufacturing facility in southern India state of Telengana with 10 observations

** Stock down ~6% so far in Sept, set to snap six straight months of gains

** Avg rating of the 26 analysts is "buy" and median PT is 1,579.5 rupees, ~7% higher than current price - LSEG data

** Stock down 2.3%, trimming YTD gains to ~36%

(Reporting by Anuran Sadhu in Bengaluru)

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Sept 18 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• AUROBINDO PHARMA - ENTERED INTO A BINDING AGREEMENT WITH GLS PHARMA

• AUROBINDO PHARMA - SHARES ACQUIRED AT PRICE OF 381.12 RUPEES PER SHARE

• AUROBINDO PHARMA - PURCHASE CONSIDERATION AT 225 MILLION RUPEES

Source text for Eikon: ID:nBSEqfpZC

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Sept 11 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• GETS FIRST PRODUCT APPROVAL FOR EUGIA STERILES

• GETS PRODUCT APPROVAL FROM USFDA

• PRODUCT APPROVAL FROM USFDA FOR LIDOCAINE HYDROCHLORIDE INJECTION

Source text for Eikon: ID:nBSE55v3mP

Further company coverage: ARBN.NS

(Reporting by VijayDattaram Malkar)

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Aug 29 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• GOT TAX ORDER WITH TOTAL DISPUTE AMOUNT 70.9 MILLION RUPEES

Further company coverage: ARBN.NS

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Aug 16 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• UNIT III OF EUGIA PHARMA SPECIALITIES GETS WARNING LETTER FROM US FDA

• THERE IS NO IMPACT ON EXISTING SUPPLIES TO US MARKETS

Further company coverage: ARBN.NS

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** Shares of Aurobindo Pharma ARBN.NS rise as much as 2.7% to 1,439.90 rupees, among top gainers in Nifty Pharma index .NIPHARM

** Co on Tuesday received U.S. FDA nod to make and market estradiol vaginal suppositories - a bioequivalent to Novo Nordisk's VAGIFEM - used treat a condition resulting from menopause

** Product has estimated market size of $268 million for the 12 months ended June 2024, as per pharma consultant IQVIA

** Stock has gained for five consecutive weeks, as of Aug. 2

** Nineteen of 25 analysts covering stock have a "buy" or "strong buy" rating; median PT is 1,379.50

** ARBN gained 32.39% YTD vs a climb of 29.75% in the Nifty pharma index .NIPHARM

(Reporting by Anisha Ajith in Bengaluru)

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July 18 (Reuters) - Aurobindo Pharma Ltd ARBN.NS:

• APPROVED BUYBACK

• APPROVED BUYBACK WORTH UPTO 7.50 BILLION RUPEES

• BUYBACK PRICE OF 1,460 RUPEES PER SHARE

• APPROVED BUYBACK VIA TENDER OFFER ROUTE

Source text for Eikon: ID:nBSE17L1y1

Further company coverage: ARBN.NS

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** Shares of Aurobindo Pharma ARBN.NS up ~4% at record high of 1,375.72 rupees

** Stock rose as much as 5% in early trade to hit a record high before paring some gains

** Drugmaker said it will consider proposal for buyback of shares when the board meets on July 18

** ARBN among 11 stocks rated "buy" or higher on 20-member pharma index .NIPHARM; larger rivals Cipla CIPL.NS and Sun Pharma SUN.NS also rated "buy", while Dr Reddy's rated ""hold" - LSEG data

** ARBN up ~27% YTD vs ~24% climb in pharma index

(Reporting by Kashish Tandon in Bengaluru)

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** Shares of Aurobindo Pharma ARBN.NS up 4.1% to a record high of 1,306.05 rupees

** Stock on track to rise for sixth straight session, and has gained ~10% over this time

** This is its longest winning streak since late-Nov. 2023

** Stock third-largest pct gainer on Nifty Pharma index .NIPHARM which is up 1.2%

** Reuters could not immediately determine a reason for the move

** ARBN rated "buy" on avg, same as 10 other stocks on 20-member pharma index - LSEG data

** Stock up 20.5% YTD vs 21.5% climb in pharma index

(Reporting by Varun Vyas in Bengaluru)

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