While both Ajanta Pharma and Zydus Life inked licensing deals, Emcure Pharma's unit has received an establishment inspection report (EIR) from the US Drug Regulator.
Ajanta Pharma
Ajanta Pharma inked an in-licensing agreement with Biocon Ltd. for Semaglutide, a GLP-1 receptor agonist.
Biocon will supply semaglutide to Ajanta Pharma for exclusive marketing in 23 countries and semi-exclusive marketing in three countries across Central Asia, Africa and the Middle East.
Semaglutide is indicated to improve glycemic control
in adults. The product patent expires in most of these markets in March 2026. Ajanta Pharma said it plans to commercialise the product after getting regulatory approvals, which are expected in late 2026 or early 2027.
Zydus Life
Zydus Lifesciences Ltd. has partnered with Swiss biopharmaceutical firm Bioeq AG to license, supply and commercialise NUFYMCO, an interchangeable biosimilar to Lucentis (ranibizumab) in the US market.
The pharma company's wholly-owned subsidiary Zydus Lifesciences Global FZE will commercialise the products in the US, while Bioeq will develop, manufacture, regulatory register and supply it.
NUFYMCO is a vascular endothelial growth factor inhibitor, and its biologics license application had received approval from the US drug regulator on December 18. Ranibizumab is used to treat neovascular age-related degeneration. It is also used in diabetic patients who have diabetic macular edema.
Emcure Pharma
The company has received an EIR from the US drug regulator for with a 'no action indicated' (NAI) for its facility in Gujarat.
The US Food and Drug Administration (USFDA) had inspected the facility in Kadu village of Surendranagar district from October 6 to October 10, 2025.
Emcure said the inspection was concluded without observations, reflecting compliance. The NAI classification indicates that the USFDA has not identified any objectionable conditions during the inspection and does not intend to take any regulatory or enforcement action against the facility.
Shares of Ajanta Pharma ended the previous session 1% lower, while Zydus Life and Emcure Pharma ended with gains of 1.2% and 3.4% respectively.
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