Jobaaj Stories
Lupin Ltd. shares gained traction on Wednesday, rising 2.5% after the company announced the launch of Tolvaptan tablets in the US market. The drug is a generic version of Jynarque, developed by Otsuka, and is used to treat autosomal dominant polycystic kidney disease (ADPKD)—a chronic condition with limited treatment options.
This launch marks a strategic move in Lupin’s complex generics portfolio, aligning with its goal to drive margin recovery and strengthen its presence in the US pharmaceutical market. Analysts estimate that Tolvaptan could contribute up to $200 million in annual revenues by FY26, assuming consistent adoption and pricing stability in the US.
The kidney drug enters a market segment that remains relatively niche yet lucrative, with few competing products. Its high pricing potential makes it a key growth lever for Lupin, especially as the company pivots towards specialty and complex generics to improve profitability.
The launch comes at a time when the Indian pharma sector is witnessing a revival in US-bound approvals, helped by stabilizing regulatory conditions and easing price erosion. Lupin has recently secured several USFDA approvals, reaffirming its strong pipeline in regulated markets.
At last update, Lupin shares continued to trade higher on the NSE, extending gains from recent weeks driven by a combination of strong earnings, US launches, and margin improvement strategies.
Disclaimer:
This article is for informational purposes only and does not constitute investment advice. Jobaaj Media recommends readers consult a certified financial advisor before making investment decisions.
