Health care, Pharma
Market
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CNBC TV1824-12-2025, 08:07

Pharma Stocks Surge: Ajanta, Zydus, Emcure Eye Growth with Key Deals & Clean FDA Report

  • Ajanta Pharma inked an in-licensing deal with Biocon Ltd. for Semaglutide, a GLP-1 receptor agonist, for exclusive marketing in 23 countries.
  • Zydus Lifesciences partnered with Bioeq AG to license and commercialize NUFYMCO, an interchangeable biosimilar to Lucentis, in the US market.
  • Emcure Pharma's Gujarat facility received a 'no action indicated' (NAI) EIR from the USFDA after a clean inspection, reflecting compliance.
  • Semaglutide aims to improve glycemic control, with commercialization expected in late 2026 or early 2027 after regulatory approvals.
  • NUFYMCO, a vascular endothelial growth factor inhibitor, is approved for treating neovascular age-related degeneration and diabetic macular edema.

Why It Matters: Major pharma players Ajanta, Zydus, and Emcure are poised for growth with strategic deals and regulatory wins.

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