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Informist, Friday, Dec. 19, 2025

 

MUMBAI – Shares of pharmaceutical companies will be in focus next week as analysts will keenly watch ongoing developments in the sector, such as licensing deals, product launches, and key policy developments in the US, which are likely to boost the sentiment in the coming week. Analysts were bullish on the medium-to-long-term prospects of Indian pharmaceutical companies, as generic drug makers are expected to perform well in a seasonally strong Oct-Dec quarter, while companies focussed on contract development and manufacturing organisations, or CDMOs, are expected to benefit from the upcoming US Biosecure Act.

The Nifty Pharma index closed at 22751.25 points Friday, up almost 1%, triggered by US President Donald Trump signing the much-awaited Biosecure Act. "Nifty Pharma index will likely consolidate around 22000–23000 points," said Anshul Jain, technical analyst at Laxmishree Investments and Securities.

 

Recently, Dr. Reddy's Ltd., through its subsidiary Dr. Reddy's Laboratories SA, signed an in-licensing agreement with Australia-based Immutep Ltd. to develop and commercialise cancer drug Eftilagimod Alfa in all countries except North America, Europe, Japan, and China. Among other such global deals, Cipla Ltd. said it had entered into an agreement with Pfizer Ltd. and Pfizer Products India Pvt. Ltd. to market, distribute, and sell four products of Pfizer in India for five years. These products are cough syrup Corex, anti-inflammatory drug Dolonex, proton pump inhibitor Neksium, and antibiotic medicine Dalacin C.

 

Analysts expect generic companies to continue performing well. However, they also see a lot of competition within the sector. Bigger companies such as Dr. Reddy's Laboratories and Cipla are expected to perform well, given their head start in producing the popular glucagon-like peptide-1 drugs used to treat diabetes, Deepika Murarka, pharmaceutical research analyst at Choice Broking, said. Chronic therapies will also maintain their lead over acute therapies, the analyst said.

 

While product approvals, launches and marketing deals are creating a positive momentum, increased red flags by the US Food and Drug Organisation by issuing Form-483s is a cause for concern, which may hurt some pharma majors' ability to cope up with the upcoming opportunities, analysts said.

 

Analysts are bullish on CDMO companies after US President Donald Trump signed the 2025-26 (Apr-Mar) National Defence Authorisation Act, which includes the Biosecure Act. into law. Brokerages have said this legislation will accelerate growth for Indian CDMO players as US companies try to reduce drug production dependency on China. However, analysts have said that these benefits are likely to accrue in the medium term since these companies will have to go through regulatory approval in the US. Piramal Pharma, Divis Laboratories, and Laurus Labs look poised for gains in the future, according to analysts.  

 

Divi's Laboratories is the front-runner, in terms of capacity creation, to benefit from the US Biosecure Act owing to its history of strong regulatory clearances and purification capabilities. "It does force our clients to think about Plan B," Nandini Piramal, Piramal Pharma chairperson, told CNBC-TV18. "China is cheaper and faster. But at the board level, people are thinking about risk. They are thinking about when I should be manufacturing," she said. 

 

TOP HEADLINES

 

* Cipla signs pact to sell 4 products of Pfizer in India for 5 years
* Zydus Life, US-based Myriad Genetics in pact to launch cancer tests in India
* Aarti Industries signs long-term contracts for methanol feedstock
* US FDA tags Biocon's New Jersey unit as 'voluntary action indicated'
* Lupin arms sign pact with Neopharmed to market gastroenterology brand Plasil
* Concord Biotech appoints Raviraj Karia as CFO in place of Lalit Sethi
* Alembic Pharma gets US FDA final nod for Travoprost Ophthalmic Solution
* Granules India board to meet Tue, mull raising funds via pref issue
* Max Health to acquire Yerawada Properties, build 450-bed hospital in Pune
* US FDA issues 5 observations to Aurobindo Pharma arm's Andhra Pradesh unit
* AstraZeneca gets govt nod to import for selling datopotamab deruxtecan
* US FDA tags Sun Pharma's Baska facility as 'official action indicated'
* Govt levies import restriction on potassium clavulanate till Nov 2026
* European medicines body recommends allowing marketing of Lupin's ranibizumab
* Lupin gets establishment inspection report from US FDA for Nagpur facility
* Alembic Pharma files writ petition to quash invoices on rooftop solar system
* Glenmark arm signs exclusive deal with Hansoh Pharma for lung cancer drug
* Raviraj Karia to replace Lalit Sethi as Concord Biotech CFO, says source
* US FDA accepts Zydus Life arm's renewed application for Menkes disease drug
* IPO Alert: Corona Remedies ends over 35% higher after listing at 38% premium
* Biocon launches GLP-1 drug Liraglutide in Netherlands for diabetes, obesity
* IPO Alert: Corona Remedies to list Mon, issue price set at INR 1,062 per shr
* Biocon arm Biocon Biologics inks settlement pact to commercialise Yesafili
* US FDA issues 5 observations to Dr Reddy's Andhra Pradesh facility
* US FDA issues 3 observations for Aurobindo Pharma arm's Telangana API unit
* Columbia's INVIMA successfully inspects Caplin Point's injectables unit
* Granules India arm gets establishment inspection report from US FDA

 

Following are the resistance and support levels for the stocks for next week as per calculations by Informist based on their prices on the National Stock Exchange:

 

Company	Price	Week-on-Week Change in %	Resistance	Support
Abbott India	28035.00	0.10	28365.00	27705.00
Alkem Laboratories	5555.50	(-)1.30	5643.20	5455.20
Aurobindo Pharma	1225.10	2.50	1255.20	1196.00
Biocon	398.55	3.20	405.90	389.80
Cipla	1517.10	(-)0.00	1535.50	1486.30
Divi's Laboratories	6478.50	0.80	6684.50	6305.50
Dr Reddy's Laboratories	1278.20	(-)0.10	1304.00	1256.00
Gland Pharma	1671.70	(-)0.40	1715.00	1637.20
GlaxoSmithKline Pharmaceuticals	2529.00	(-)2.80	2603.00	2473.00
Glenmark Pharmaceuticals	1992.10	0.90	2023.90	1936.70
Granules India	583.40	1.60	604.80	568.80
Ipca Laboratories	1424.80	(-)2.80	1459.50	1375.70
Laurus Labs	1045.20	3.30	1068.00	1007.20
Lupin	2125.80	0.60	2163.70	2092.10
Natco Pharma	916.75	1.20	955.30	893.70
Pfizer	5097.60	2.00	5310.30	4809.70
Sanofi India	4069.00	(-)4.10	4140.30	4022.30
Sun Pharmaceutical Industries	1744.90	(-)2.70	1767.50	1729.90
Torrent Pharmaceuticals	3800.30	0.20	3853.40	3719.00
Zydus Lifesciences	919.60	(-)1.00	938.50	901.80
Nifty Pharma	22751.25	(-)0.30	23012.30	22453.00
Nifty 50	25966.40	(-)0.30	26059.60	25833.80
S&P Bse Sensex	84929.36	(-)0.40	85243.10	84578.10

 

 

End

 

 

Reported by Eshitva Prakash

Edited by Tanima Banerjee

 

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