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Pharma Stocks in Focus: Cipla, Sun Pharma, Piramal Pharma, Aurobindo Pharma React to Key Updates
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CNBC TV18•05-10-2026, 06:37
Pharma Stocks in Focus: Cipla, Sun Pharma, Piramal Pharma, Aurobindo Pharma React to Key Updates
  • •Cipla's wholesale drug license in Pune was canceled by the Maharashtra FDA due to regulatory and storage irregularities, including concerns over misbranding Reactin Plus Tablets; Cipla disputes the decision and is reviewing options.
  • •Sun Pharma announced new data for LEQSELVI (deuruxolitinib) showing sustained hair regrowth for up to two years in severe alopecia areata patients, with 94% of responders maintaining their response through Week 108.
  • •Piramal Pharma's commercial agreement with Bayer Pharma, providing sales and distribution support, will expire on December 31, 2026, and will not be renewed; the company expects no material financial impact as it contributed less than 5% of consolidated revenue.
  • •Aurobindo Pharma's subsidiary, Apitoria Pharma, is acquiring the Contract Research Services business of A1 Biochem Group, with A1 Biochem USA acquiring A1 Biochem Labs LLC, making it a step-down subsidiary of A1 Biochem Labs India.

Key Questions Answered

The Maharashtra FDA cancelled Cipla's wholesale drug sale and distribution license in Pune due to regulatory and storage-related irregularities, alongside concerns regarding the misbranding of Reactin Plus Tablets, an analgesic and anti-inflammatory drug. Previously, related inspections at the facility also highlighted issues such as stock record discrepancies and failure to comply with drug recall instructions.

Sun Pharmaceutical Industries announced that new data on LEQSELVI (deuruxolitinib) demonstrated sustained hair regrowth through two years in patients suffering from severe alopecia areata. Nearly 94% of patients who initially responded at Week 52 successfully maintained their response through Week 108, while the safety profile remained consistent with prior clinical experience.

Piralmal Pharma announced that its commercial agreement providing sales and distribution support services to Bayer Pharma will expire on December 31, 2026, and will not be renewed. Although the agreement contributed commission income, it accounted for under 5% of consolidated revenue and is not anticipated to materially impact the company's financial position or profit.