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Ashish Kumar

16th Jan · SEBI-Registered Analyst

Cipla Shares Tumble Over 4% Amid Lanreotide Supply Disruption Concerns

Shares of

CIPLA
Ltd came under sharp selling pressure on Friday, declining as much as 5% intraday to hit a nine-month low around ₹1,367-1,380 levels, before closing with losses of over 3-4%. The sell-off extended recent weakness, with the stock now down approximately 11% in just the past seven trading sessions from early January highs. The trigger for the latest fall was Cipla's recent disclosure that manufacturing of its key US product, Lanreotide Injection, has been temporarily paused. This step supports remediation efforts at its European contract manufacturing partner, Pharmathen International S.A., following nine inspectional observations issued by the USFDA (Form 483) after an inspection of the Rodopi facility in Greece from November 10-21, 2025. Lanreotide, a complex generic injectable equivalent to Ipsen's Somatuline Depot (used for acromegaly and neuroendocrine tumors), ranks among Cipla's top three products in the US market. The company holds a 22% market share in this segment, with annual revenues estimated around $150 million. The US business contributed significantly to Cipla's overall performance, accounting for about 27% of topline in FY25 with record sales of $934 million.

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