Aurobindo Pharma
Aurobindo Pharma terminates license agreement for pediatric pentavalent vaccine with Hilleman Labs
Aurobindo Pharma Limited, a leading pharmaceutical company, has terminated its licence agreement with Hilleman Biosciences Inc. for the pediatric pentavalent vaccine, a product that protects against five serious childhood diseases, namely, diphtheria, tetanus, pertussis, hepatitis B, and Haemophilus influenzae type b (Hib). The vaccine is designed for children aged 1 to 12 months.
According to the report in The Times of India, Aurobindo Pharma had partnered with Hilleman Biosciences to commercialize the pediatric pentavalent vaccine in India. However, the Indian company decided to terminate the agreement due to certain terms and conditions that were not met by Hilleman Biosciences.
The termination of the agreement is a setback for Hilleman Biosciences, as the company was aiming to explore the Indian market, which is a significant hub for vaccinations. The company had been marketing a range of vaccines in India, including the pentavalent vaccine, but the termination of the agreement with Aurobindo Pharma may affect its future prospects in the country.
Aurobindo Pharma, on the other hand, is focused on expanding its product portfolio and strengthening its presence in the global market. The company has a range of products in its pipeline, including other vaccines, and it is likely to explore alternative partnerships for the pediatric pentavalent vaccine.
The pediatric pentavalent vaccine is an essential vaccine for protecting children against serious diseases, and the termination of the agreement may have implications for the availability of this vaccine in India. However, other vaccine manufacturers operating in the country may see an opportunity to fill the gap and cater to the demand for this vaccine.
Overall, the termination of the agreement between Aurobindo Pharma and Hilleman Biosciences is a significant development in the Indian vaccine market, and it may have implications for the supply of pediatric pentavalent vaccines in the country.
Aurobindo Pharma confirms the termination of its partnership with Hilleman Labs Singapore for the development and distribution of a pentavalent vaccine.
Aurobindo Pharma, a leading Pharmaceutical firm, has decided to terminate its agreement with Hilleman Labs Singapore for further development and commercialization of a pentavalent vaccine. This decision comes after the parties failed to agree on the terms and conditions for the continuation of the partnership.
The agreement, which was signed in 2014, aimed to explore the development and commercialization of a combination vaccine that would offer protection against five or more pathogens, including Haemophilus influenzae type b (Hib), Hepatitis B, human papillomavirus (HPV), Neisseria meningitidis (Meningococcus), and Streptococcus pneumoniae. The tie-up was intended to leverage the strengths of both companies to create a novel vaccine that could potentially benefit millions of people worldwide.
The pentavalent vaccine, which would have been the first of its kind, holds significant potential in combating infectious diseases and reducing the economic burden of healthcare. However, the termination of the agreement highlights the challenges faced by global pharma companies in bringing innovative products to market.
Despite the setback, Aurobindo Pharma remains committed to developing and commercializing vaccines that improve public health and address global health challenges. The company has a robust pipeline of multiple vaccine candidates in various stages of development, including pediatric vaccines and influenza vaccines.
Aurobindo Pharma’s decision to terminate the agreement with Hilleman Labs Singapore does not imply a halt to its vaccine development efforts. The company continues to invest in research and development, with a focus on creating innovative products that combine high efficacy, safety, and feasibility.
In conclusion, Aurobindo Pharma’s decision to terminate the agreement with Hilleman Labs Singapore for the development and commercialization of the pentavalent vaccine is a setback for the global health community. Despite this, the company remains committed to advancing the field of vaccine development and improving public health outcomes through its pipeline of innovative vaccines.
Here is a rewritten version of the list:IIFL Finance leads the pack, followed by Piramal Enterprises, Dalmia Bharat, NCC, Aurobindo Pharma, and Indian Overseas Bank.
Here is a summary of the content in 400 words:
IIFL Finance has approved the issuance of secured, listed, rated, and redeemable non-convertible debentures worth Rs 150 crore, with a base issue of Rs 75 crore and an additional greenshoe option of Rs 75 crore. This will result in 15,000 NCDs.
Piramal Enterprises has received a GST demand of Rs 1,502 crore from the Maharashtra tax authority, inclusive of interest and penalty. Meanwhile, IOB (Indian Overseas Bank) has also received a GST demand of Rs 699.5 crore, including interest and a penalty of Rs 35.3 crore, from the Chennai Large Taxpayers Unit.
In the real estate sector, Aditya Birla Real Estate has launched the third phase of its Birla Trimaya project in Bengaluru, which has recorded a booking value of Rs 500 crore within 24 hours. This brings the cumulative booking value to approximately Rs 1,500 crore.
In the banking sector, Ujjivan Small Finance Bank has approved the sale of non-performing assets and written-off loans worth Rs 364.5 crore to an asset reconstruction company. RailTel Corp has received two work orders worth Rs 26.4 crore and Rs 37.2 crore from various government entities.
In the infrastructure sector, NCC has secured an order worth Rs 218.8 crore from a state government for its transportation division. Aurobindo Pharma has approved the acquisition of the remaining 80% equity in Tergene Biotech Ltd, a joint venture and step-down subsidiary. MSTC has received an income tax demand of Rs 105 crore, including interest, for the assessment year 2020.
Vishnu Prakash R Punglia’s joint venture, VPRPL-SBEL JV, has secured a contract worth Rs 269.7 crore for the Ajmer-Chanderiya doubling project, which involves extensive civil and infrastructure work. These are just a few of the key updates from various companies in India’s business and finance sector.
Kotak Equities remains upbeat about the Indian pharmaceutical sector, finding opportunities despite US tariff uncertainties, with top picks including Sun Pharma, Lupin, and Cipla.
Kotak Institutional Equities has released a report on the potential impact of US tariffs on the pharmaceutical industry, particularly on Indian companies that supply generic and biosimilar drugs to the US market. The brokerage firm believes that high tariffs above 10% are unlikely, as they would be unfeasible for companies and would lead to a significant increase in prices, potentially affecting US consumers. Instead, they expect companies to explore other options, such as passing the increased costs onto US consumers or streamlining their US operations, possibly even exiting the market.
The report highlights that the US depends on India for 45% of its generic drug supplies and 10-15% of its biosimilars supplies. India’s API (Active Pharmaceutical Ingredient) manufacturing capacity has increased in recent years, while US API production has declined by 61% over the last decade. The Indian government has taken steps to demonstrate reciprocity, exempting certain life-saving drugs from customs duty and reducing duties on others.
The report notes that while generics are a significant part of the US market, the value impact of Indian generics is relatively low, accounting for less than 10% of the overall US pharmaceutical market. Biosimilars, on the other hand, are a smaller market, and the US does not rely heavily on India for supply, making it more challenging to pass on increased tariffs to American patients.
The report names Aurobindo Pharma and Biocon as leaders in the biosimilars space, with a US EBITDA contribution of 45-50%. Sun Pharmaceuticals’ specialty portfolio may face greater challenges due to the existing high price points and limited alternatives. Among API/CRDMO coverage, Gland Pharma shows the highest direct contribution to US EBITDA.
The report concludes that while API/CRDMO companies may be shielded from direct exposure, they still face indirect exposure due to the B2B nature of the business. Overall, Kotak Institutional Equities reaffirms its optimistic view on the sector and recommends investment in companies like Sun Pharmaceuticals, Cipla, Lupin, J.B. Chemicals and Pharmaceuticals, and Emcure Pharmaceuticals.
Citi maintains its investment in Dr. Reddy’s, Sun Pharma, and Torrent Pharma despite a potential 25% tariff from Trump’s plan.
Citi Research has warned that the potential imposition of 25% tariffs on pharmaceutical imports by US President Donald Trump has added to the uncertainty in the Indian pharma space. The brokerage firm recommends focusing on Dr. Reddy’s Laboratories, Sun Pharmaceutical Industries, and Torrent Pharma, as they have relatively less exposure to the US generic drugs market. On the other hand, companies like Lupin and Aurobindo Pharma with significant generic drug portfolios may face difficulties if the tariffs are imposed. India’s generic drug exports to the US are significant, accounting for 60-65% of the US market, and even a small disruption could lead to shortages and price increases.
Indian companies’ margins are concentrated in their top 10-20 products, and a large part of the industry operates at low margins, including the bigger players. The market may not be prepared to face another shortage like the one seen in 2023, which was caused by import alerts in Indian facilities. Historically, Western counterparts have been downsizing their portfolios, and Indian companies have been taking advantage of this by increasing their presence in the US market. However, if Indian companies exit the US market, it could lead to further shortages and price increases.
The US’s largest economy accounts for 20% of global generic drug consumption, and the country may take steps to reduce its dependence on India. Such a move would negatively impact Indian pharmaceutical companies with significant US market presence. Overall, the potential tariffs have created uncertainty in the Indian pharma space, and investors should be cautious in their investment decisions.
Lupin and Cipla’s chronic therapies outperform acute medications in the long-term treatment of complex health conditions.
India’s top pharmaceutical companies delivered a mixed performance in the third quarter of fiscal 2025, with revenue growing 9% year-on-year and EBITDA and net profit rising 13% and 17%, respectively. Among the top performers were Lupin, Cipla, Sun Pharma, and Zydus LifeSciences, which beat analyst expectations and reported strong revenue and profit growth. On the other hand, Dr. Reddy’s Laboratories, Natco Pharma, Orchid Pharma, and Biocon underperformed, with Dr. Reddy’s reporting significant declines in profitability.
The domestic market saw a 7% rise in sales, driven by gains in cardiovascular, oncology, and dermatology therapies, while sales of anti-infective and respiratory drugs declined. Sun Pharma, Cipla, Lupin, Torrent, and Alkem benefited from the shift towards chronic treatments, while Alkem struggled with declining anti-infective sales.
In North America, revenues declined 3% year-on-year and sequentially, due to softer Revlimid sales and increased competition. However, contract development and manufacturing businesses performed well, led by strong growth at Divi’s Laboratories. Contract research organizations, on the other hand, faced pressure.
Research and development spending rose 9% year-on-year, accounting for 6.4% of total sales. Zydus, Lupin, and Dr. Reddy’s ramped up their research efforts, positioning themselves for future product launches, including semaglutide diabetes treatments in calendar 2026. With a strong US flu season expected, Lupin and Aurobindo Pharma are likely to benefit in the next quarter. Sun Pharma, with lower R&D spending and seasonal demand, could also post strong fourth-quarter results. However, the anticipated decline in Revlimid sales by mid-FY26 remains a concern for generic drugmakers.
Aurobindo Pharma secures marketing authorisation for Zefylti in the European Union
Aurobindo Pharma Limited, a global pharmaceutical company, has received marketing authorization from the European Medicines Agency (EMA) for its generic version of Zefylti, a medicine used to treat various blood and lymphatic disorders. Zefylti (Efalizumab) is a humanized monoclonal antibody that is used to treat moderate to severe atopic dermatitis (atopic eczema), also known as eczema, and plaque psoriasis.
According to the company, the marketing authorization is a significant milestone, marking the entry of Aurobindo Pharma into the dermatology segment. The company plans to leverage this product to further strengthen its presence in the EU market. The approval is likely to benefit patients in the region who require effective treatment for their skin conditions.
Zefylti is a biosimilar version of Raptiva, a marketed product of Genentech, part of Roche Group. The generic version of Zefylti is expected to offer cost savings to patients and the healthcare system while maintaining the same level of efficacy and safety as the originator product.
The EMA’s decision is based on Aurobindo Pharma’s comprehensive submission, which provided detailed data on the quality, safety, and efficacy of Zefylti. The company successfully demonstrated bioequivalence with the reference product, thereby meeting the required standards for biosimilarity.
The marketing authorization is valid for three years, during which Aurobindo Pharma will be responsible for supplying the product to the EU market. The company plans to enter into partnerships with pharmaceutical wholesalers and distributors to ensure widespread availability of Zefylti across the region.
This approval is a testament to Aurobindo Pharma’s commitment to delivering high-quality, affordable medicines to patients. The company has an extensive range of generic and specialty products in its pipeline, with a focus on critical care, dermatology, and ophthalmology. With this new approval, Aurobindo Pharma is poised to expand its presence in the EU market and contribute to improving patient outcomes.
US Tariffs Pose No Obstacle for Now, Exploring Opportunities in Biosimilar Partnerships
Aurobindo, the largest generics company in the US by prescriptions dispensed, is preparing to launch its entire range of GLP-1 receptor agonists, including semaglutide, despite the uncertainty surrounding US tariffs on imports from China. The company has been diversifying its sources to ensure that it can maintain business continuity in the event of any disruption due to tariffs. This move comes as a relief to the pharmaceutical industry, which has been expressing concerns about the potential impact of US tariffs on imports from China on its operations.
Aurobindo’s preparations include having alternative suppliers and production lines in place, which will enable it to maintain its supply chain if one of its suppliers is affected by the tariffs. The company is also keeping a close eye on the developing situation and is working with its customers to ensure a smooth transition in the event of any disruption.
The company is set to launch its GLP-1 receptor agonist range, which includes semaglutide, in the coming months. The launch is expected to bring relief to patients who have been struggling to access these life-saving treatments. The GLP-1 receptor agonists are used to treat type 2 diabetes and are known for their effectiveness in helping patients manage their blood sugar levels.
Despite the uncertainty surrounding the tariffs, Aurobindo’s commitment to staying ahead of the curve means that it has alternative suppliers and production lines in place, ensuring that its operations will not be disrupted. The company’s focus on diversification and flexibility has helped it maintain its position as the largest generics company in the US by prescriptions dispensed.
In related news, Aurobindo has announced that it is setting up a new production line to manufacture its biosimilar products, including insulin and other hormone products. The company has also increased its production capacity to meet growing global demand for its biosimilars. This move is seen as a major boost to the generic drug industry, which has been facing challenges due to rising demand and regulatory hurdles.
Overall, Aurobindo’s commitment to diversification and flexibility in the face of uncertainty surrounding the US tariffs is a testament to its reputation for resilience and adaptability in the pharmaceutical industry. The company’s efforts to ensure business continuity and its commitment to launching its GLP-1 receptor agonist range, including semaglutide, are a positive sign for the industry and for patients who rely on these life-saving treatments.