ZYDUSLIFENSEZydus Lifesciences LimitedLowPositive
Announced Tue, 9 Dec · 17:30 IST

Zydus Lifesciences Limited has informed the Exchange regarding a press release dated December 09, 2025, titled "Zydus and Formycon enter into an Exclusive Partnership for the Licensing and Supply of Biosimilar to Keytruda® (Pembrolizumab), in US and Canada".

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AI summary

Zydus Lifesciences has signed an exclusive partnership with Germany-based Formycon for the licensing and supply of a biosimilar to Keytruda (Pembrolizumab), a blockbuster cancer immunotherapy drug originally developed by Merck. The deal covers the US and Canadian markets. Keytruda is one of the world's top-selling medicines, generating tens of billions of dollars in annual sales globally. By partnering on a biosimilar version, Zydus is positioning itself in the high-value oncology biosimilars space, though the product will require regulatory approvals from the US FDA and Health Canada before it can be launched and start generating revenue.

Likely market impact

This is a positive long-term development for Zydus, opening a potentially large revenue stream in the US and Canadian markets once the biosimilar is approved and launched. However, near-term impact on earnings is limited as biosimilar development, clinical trials, and regulatory clearances will take several years.