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Budget Express 2026

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Pharma

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  • Silver Lake’s Bingle, Ranjan Pai-backed fund invests $20m in Pinwheel Therapeutics

    Silver Lake’s Bingle, Ranjan Pai-backed fund invests $20m in Pinwheel Therapeutics

    Pinwheel Therapeutics is working an one-of-its kind anticoagulant reversal agent Ciraparantag.The 108 BioCapital fund, which has initiated the process to set up a GIFT City feeder vehicle, is backed by a roster of prominent investors

  • Govt sets up panel to analyse net FDI inflows amid subdued numbers

    Govt sets up panel to analyse net FDI inflows amid subdued numbers

    Thakur pointed to pharmaceuticals as a sector where both domestic investment and foreign inflows could pick up, possibly as early as the next financial year.

  • Pharma stocks surge as Budget 2026 unveils Rs 10,000 crore ‘Biopharma Shakti’ push

    Pharma stocks surge as Budget 2026 unveils Rs 10,000 crore ‘Biopharma Shakti’ push

    Pharma stocks gained after Budget 2026 announced a Rs 10,000 crore Biopharma Shakti initiative.

  • Budget 2026 wishlist from the healthcare sector

    Budget 2026 wishlist from the healthcare sector

    Tax certainty, customs duty relief and healthcare infra push shape industry outlook

  • Centre plans separate licence regime for bulk drugs, APIs: Report

    Centre plans separate licence regime for bulk drugs, APIs: Report

    The move would dismantle the existing system under which bulk drugs and finished formulations operate under a common licence

  • Scarcity of quality healthcare assets, not private equity capital, driving valuations: Quadria Capital

    Scarcity of quality healthcare assets, not private equity capital, driving valuations: Quadria Capital

    The firm remains bullish on single-specialty platforms, medical devices, digital health, and consumer healthcare, expecting India to absorb a significant share of its billion-dollar fund

  • As MNCs go missing, domestic firms step up to fill India’s pharma innovation gap

    As MNCs go missing, domestic firms step up to fill India’s pharma innovation gap

    Multinational pharmaceutical companies are making billions in India but investing almost nothing in R&D here — treating the world's fastest-growing pharma market as a sales territory, not an innovation hub

  • Cipla: Emerging markets to lead growth in the near term

    Cipla: Emerging markets to lead growth in the near term

    Distribution collaboration with Eli Lilly for Mounjaro is a key factor to watch

  • Cipla Q2FY26 preview: Stable quarter seen; domestic growth to cushion US weakness

    Cipla Q2FY26 preview: Stable quarter seen; domestic growth to cushion US weakness

    Investors will watch for management commentary on the US recovery outlook, particularly around the uptake of Lanreotide and Abraxane, and progress on the complex generics and peptide portfolio.

  • Dr Reddy’s: Is the weight loss drug the next big opportunity?

    Dr Reddy’s: Is the weight loss drug the next big opportunity?

    The company plans to launch the injectable version of Semaglutide in a number of countries, starting with Canada in January 2026. India and Brazil will follow

  • Dr Reddy's Q2 Results: Net profit rises 7% to Rs 1,347 crore, misses estimates

    Dr Reddy's Q2 Results: Net profit rises 7% to Rs 1,347 crore, misses estimates

    Dr Reddy's Laboratories Q2 FY26 results: Dr Reddy's declares fiscal second quarter results; check net profit, revenue, margin, other details.

  • Laurus Labs: Is the healthy growth already priced in?

    Laurus Labs: Is the healthy growth already priced in?

    The CDMO business for small molecules grew 58 percent YoY in Q2FY26, helped by a ramp-up in sales from new manufacturing assets

  • Cough syrup deaths: Old regulatory failures resurface as CDSCO calls for ‘strict quality control’

    Cough syrup deaths: Old regulatory failures resurface as CDSCO calls for ‘strict quality control’

    The directive is similar to the one issued after India-made cough syrups were blamed for deaths of children in Gambia and Uzbekistan even as Coldrif toll climbs to 22 after two more children die

  • Govt invites proposals under PRIP scheme for industry, startup projects

    Govt invites proposals under PRIP scheme for industry, startup projects

    While inviting applications, the Department of Pharmaceuticals has notified amendments to the scheme and issued revised guidelines to enhance the impact of the scheme and make it better suited to address the requirements of all stakeholders.

  • Select pharma shares fall between 4-7% as Trump's tariffs on branded drugs sour sentiment

    Select pharma shares fall between 4-7% as Trump's tariffs on branded drugs sour sentiment

    At close, the Nifty Pharma index was lower by 2.14 percent and 5.2 percent for the week, with most constituents in the red.

  • InvAscent-backed Malladi Drugs planning Rs 1,200-crore IPO, holds talks with banks

    InvAscent-backed Malladi Drugs planning Rs 1,200-crore IPO, holds talks with banks

    Malladi Drugs raised Rs 250 crore from healthcare and pharma focused private equity fund InvAscent. The PE fund holds around 22-23% stake in the company

  • Moneycontrol Pro Panorama | A Rs 1000-crore Rx heavyweight in the making

    Moneycontrol Pro Panorama | A Rs 1000-crore Rx heavyweight in the making

    For Moneycontrol Pro Panorama September 16 edition: Indian markets could be overestimating US Fed rate cut impact, equity tag for REITs a step towards global best practices, transformation of digital revolution and the road ahead, India’s growing influence in global diplomacy, and more

  • Relief for pharma sector as govt waives mandatory re-labelling of medicines after GST rate cut

    Relief for pharma sector as govt waives mandatory re-labelling of medicines after GST rate cut

    NPPA directs firms to issue revised price lists instead of recalling stock; compliance to be ensured at retailer level

  • GST rate cuts to benefit players across the healthcare sector

    GST rate cuts to benefit players across the healthcare sector

    Rates have been pruned for drugs used in chronic diseases as also medical devices and hospital chains

  • Trump doubles tariff from Aug 27: Indian labour-intensive goods face over 50%, pharma, tech remain spared

    Trump doubles tariff from Aug 27: Indian labour-intensive goods face over 50%, pharma, tech remain spared

    Labour-intensive exports to the US are expected to take the hardest hit as these sectors will face a rate of more than 50 percent given that Trump’s reciprocal tariffs are over and above the most favoured nation (MFN) duties in place.

  • India's pharma, chemical tariffs lower compared to China

    India's pharma, chemical tariffs lower compared to China

    India's duties on chemicals and pharmaceuticals are mostly in the range of 0-10 percent, with many pharmaceuticals at zero tariffs.

  • Sun Pharma: Innovative drugs are near-term growth drivers

    Sun Pharma: Innovative drugs are near-term growth drivers

    Sun Pharma’s top line growth is steady. Innovative medicines to act as growth tonic, as the US generics business remains soft. The stock valuation is justified.

  • How Novo Nordisk lost its lead in the weight loss race

    How Novo Nordisk lost its lead in the weight loss race

    Drugmaker struggled to adapt to very high demand and a market where celebrities are more influential than doctors

  • Laurus Labs: Is it time to book profit?

    Laurus Labs: Is it time to book profit?

    The company has a CDMO pipeline of 90+ human health projects, wherein 15 products are commercialised, targeting APIs and intermediates

  • Cipla: Non-US markets to drive growth in the near term

    Cipla: Non-US markets to drive growth in the near term

    Reduced contribution of Revlimid is likely to get offset by new products

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