Lupin’s USFDA Nod for Tolvaptan Bolsters FY26 Growth

shares gained 2.87% after the USFDA approved its tolvaptan tablets in 15 mg, 30 mg, 45 mg, 60 mg and 90 mg strengths, granting the company 180 days of generic exclusivity. Manufactured at Lupin’s Nagpur facility, this generic matches Otsuka’s Jynarque for slowing kidney decline in autosomal dominant polycystic kidney disease. With tolvaptan’s US market at $1,467 million in 2024 and Lupin as the sole generic supplier, the product is expected to generate $150–200 million in FY26 revenue and contribute over 25% to the company’s earnings. Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned.