Lupin Q4 Fails To Cheer But Signals Stabilization Of US Generic Market

Lupin’s management refer to multiple indicators suggesting the US generics segment is stabilizing. But traction for some key launches, delivering on pipeline promise, including in the inhalation space, and resolution of compliance issues could hold the key to lifting investor sentiment.

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LUPIN SAYS US GENERIC MARKET IS STABILIZING • Source: Shutterstock

Lupin Ltd.’s fiscal Q4 earnings may have fallen short of expectations of some investors but overall management commentary on the US generic market, a key driver of growth, was upbeat and referred to emerging signs of stabilization.

While Lupin’s US sales picked up in Q4, supported by new generic launches like ranolazine and levothyroxine, CEO Vinita Gupta outlined “multiple indicators” over the past quarters that point to...

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