Lupin's Glumetza Settlement Costs But Spiriva Offers Hope

Talks On For Revlimid Settlement

Lupin’s Q2 was a tale of three generics settlements – on Glumetza, which is still a commercial win despite the quarter-billion dollar outgo so far, on Spiriva, which will likely lead to happy tidings next fiscal year, and on Revlimid, on which the company has yet to make up its mind.

Happy And Sad Masks
Settlements Have Varying Consequences For Lupin's Performance • Source: Alamy

Lupin Limited’s recent settlements give investors as much reason to cheer as to be concerned. A $253.2m provision for a settlement related to antitrust class actions filed in the Northern District of California regarding Glumetza (metformin) led the company to report a fiscal second quarter loss of INR14.7bn ($196.4m).

A group of Glumetza purchasers had alleged that Lupin agreed to delay the launch of its generic by four years in exchange for $3m in cash and an agreement by the originator parties not to market an authorized generic to compete with the Indian company, which subsequently saw a price hike of

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