Cipla flags Lanreotide supply pause after USFDA Form 483 on supplier Pharmathen

Regulatory & Legal View source PDF Explain this filing

CIPLA · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-2.5%Reaction day

₹1433.50

prior close

₹1379.00

announcement price

After-mkt

timing

Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.1%-2.6% vs market

Pharmaceuticals peers, median of 156sector-0.8%-1.7% vs sector

On the reaction day the stock moved 2.6 pts less than Nifty 100 and 1.7 pts less than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+0.8

10m

+0.7

15m

+0.6

30m

+0.2

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.5+0.1-2.6-0.8-1.7

Next day

-3.2-0.3-2.9-1.8-1.4

-3.7-1.8-1.9-3.9+0.3

-4.4-2.1-2.3-4.7+0.3

-4.2-1.5-2.6-3.8-0.4

-7.8-2.6-5.1-5.0-2.7

-6.9-1.2-5.7-4.4-2.5

15d

-6.0+0.9-6.8-1.5-4.5

-5.5+0.2-5.7-3.8-1.7

-9.4-8.4-1.0-10.0+0.6

-14.1-4.6-9.4-1.9-12.2

UpDownMarket · Nifty 100Sector · Pharmaceuticals peers, median of 156Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Pharmathen, Cipla's exclusive supplier of Lanreotide Injection in the US, received 9 USFDA Form 483 observations after an inspection of its Greece facility in November 2025. Lanreotide is one of Cipla's top 3 US products. Production has been paused for remediation, and re-supply is expected only in H1 of FY 2026-27. The product will remain in limited supply until manufacturing restarts.

Likely market impact

Slower US revenue and earnings until H1 FY27 as a top product faces supply constraints. Already seen material share price reaction.