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Informist, Thursday, Jul. 23, 2026

--Cipla: Working on site transfer for hormone drug Lanreotide supply in US

--Cipla: Not looking to add new field force now

--CONTEXT: Comments by Cipla management in post-earnings analyst call

--Cipla: South Africa sales hit by loss of tenders, impact to continue

By Narayana Krishna and Ashutosh Pati

HYDERABAD/MUMBAI – Cipla Ltd. is working to restore its hormone drug Lanreotide generic injection supplies by transferring the product to the new site, along with hoping for a regulatory resolution to its supply partner. In an effort to reach the $1 billion revenue mark in 2026-27 (Apr-Mar) in the US, the company is taking several steps to stabilise its sales in the US, besides gearing up for high-value launches, the company management said in a post-earnings analyst call.

Lanreotide is one of the blockbuster drugs for Cipla, but the company faced setbacks in supplies, as its partner, Greece-based Pharmathen International, got Form 483 from the US Food and Drug Administration in November. Since Cipla is trying to find alternative ways to normalise the supplies. The drug has over $500 million in annual sales globally.

"We are following a two-pronged approach (on lanreotide) as we speak. One is Pharmathen has worked a lot of remediation at their end as required by the US FDA. So, going back to the FDA at some point and asking them to allow resumption is one part. The other part is enabling, another site through tech transfer, which is also happening as we speak. We're choosing a site in the US to reduce the number of variables. So, both are running in parallel," Cipla management said.

Cipla management said the company has lost some tenders in South Africa during the last financial year and it has impacted the June quarter sales in the region. The impact of this tender loss may continue for coming quarters, too, the company said adding that the private sectors sales is growing in that region. In India, Cipla is working on improving on cost optimisation and productivity. The company is not looking increase its field force now, though it is actively marketing its weight loss drug Yurpeak. The company booked INR 800 million of sales for the drug and is optimistic on the growth.

On Thursday, shares of Cipla ended at INR 1,393 on the National Stock Exchange, down 1.6% from their previous close.  End

US$1 = INR 96.57

IST, or Indian Standard Time, is five-and-a-half hours ahead of GMT

Edited by Akul Nishant Akhoury

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