Lupin and Natco get US FDA approval for Eribulin Mesylate Injection

Regulatory Product ApprovalBusiness Updates View source PDF Explain this filing

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

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₹2251.90

prior close

₹2238.70

announcement price

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Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-0.4%+0.7% vs market

Pharmaceuticals peers, median of 163sector-0.0%+0.4% vs sector

On the reaction day the stock moved 0.7 pts more than Nifty Midcap 150 and 0.4 pts more than its Pharmaceuticals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

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AI summary

Lupin and partner Natco Pharma received US FDA approval for Eribulin Mesylate Injection, a generic of Eisai's Halaven used to treat metastatic breast cancer and liposarcoma. The reference drug had estimated annual US sales of USD 43.7 million (IQVIA MAT April 2026). Lupin and Natco can now launch this generic in the US market through their alliance.

Likely market impact

Positive: opens a new revenue stream in the US generics market with a USD 43.7 million addressable opportunity, though pricing pressure typical of generics applies.