Healthcare
Lupin Limited (lupin) Announces Phase 1 Data on Lnp8701 at ASCO Annual Meeting 2026
Lupin Limited (LUPIN) shares positive Phase 1 data on LNP8701, a novel SOS1 inhibitor, accepted for ASCO Annual Meeting 2026.
Lupin Limited (Lupin) announced that results from its Phase 1a trial evaluating LNP8701, a novel SOS1 inhibitor, have been accepted for publication at the American Society of Clinical Oncology (ASCO) 2026 Annual Meeting. The abstract titled ‘A phase 1 study to evaluate safety, tolerability, and pharmacokinetics of LNP8701 (SOS1 inhibitor) in subjects with metastatic solid tumors’ has been published in the Developmental Therapeutics—Molecularly Targeted Agents and Tumor Biology track and can be viewed on the ASCO website.
Positive Preliminary Efficacy Findings
The abstract reports the findings from an ongoing first-in-human study of LNP8701 in patients with solid tumors. LNP8701 is an orally administered, investigational SOS1 (Son of Sevenless1) inhibitor, designed to block SOS1-mediated RAS activation, thereby limiting oncogenic signaling that promotes tumor growth. Results indicate that LNP8701 was well tolerated with a desirable safety, pharmacokinetics profile, and favorable anti-tumor activity. The preliminary efficacy findings demonstrate that two patients completed LNP8701 monotherapy for 12 cycles (i.e., 1 year) and one patient completed 14 cycles with stable disease.
Commitment to Oncology Research
Vinita Gupta, CEO, Lupin, said, ‘The findings from the ongoing Phase 1 study highlight the emerging potential of LNP8701 and signal progress in our pursuit of novel therapies for difficult-to-treat cancers. We are encouraged by this momentum and remain committed to transforming scientific discovery into meaningful patient outcomes.’ Current data suggest that LNP8701 is safe and well-tolerated across all tested dosing levels. Lupin will continue to study the efficacy of LNP8701 in its phase 1b trial in India and explore its potential to treat solid tumors both as a monotherapy and as part of a combination.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Lupin Limited
Lupin Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.
Lupin holds in the upper half of its 52-week range, a sign the market backs the stock. The PEG of 0.15 is extremely low. Either the market misses the growth story, or there is a catch worth investigating. The business compounds revenue at 19.1% and profits at 131.5% CAGR. That is strong double-digit growth on both counts. The stock holds at 67% of its 52-week range with RSI at 47. In other words, neither side has a clear edge right now. Revenue grows at 19.1% and profits at 131.5%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Lupin Limited.
Healthcare
Solara Active Pharma Sciences Limited (solara) Q2’27: Revenue Surges 33% to INR 4,178 Mn, Ebitda More Than Doubles
Solara Active Pharma Sciences Limited (SOLARA) reports a 33% YoY revenue growth to INR 4,178 Mn and EBITDA more than doubling in Q2 FY27.
Solara Active Pharma Sciences Limited (SOLARA) has reported a stellar Q2 FY27 performance, with revenue surging 33% year-on-year to INR 4,178 Mn and EBITDA more than doubling to INR 769 Mn, marking its best quarter in five years. The company’s base business, excluding Ibuprofen, saw revenue grow 37% to INR 3,273 Mn and EBITDA jump 68% to INR 771 Mn. The Ibuprofen business, which was previously a loss-making segment, is now close to breakeven with revenue up 21% year-on-year and 18% quarter-on-quarter. The company’s overall profitability has improved significantly, with PAT turning positive at INR 285 Mn, compared to a loss of INR 101 Mn in the same period last year.
Base Business Performance
The base business continues to drive the overall growth, with revenue increasing 37% year-on-year to INR 3,273 Mn and EBITDA growing 68% to INR 771 Mn. The EBITDA margin expanded by 440 basis points year-on-year to 23.6%, reflecting improved business and operational efficiency.
Ibuprofen Business Turnaround
The Ibuprofen business has shown significant improvement, with revenue growing 21% year-on-year and 18% quarter-on-quarter. The EBITDA loss has narrowed to INR 2 Mn from INR 87 Mn in the previous quarter, indicating the business is now close to breakeven.
Overall Financial Health
Overall, Solara Active Pharma Sciences Limited has achieved its highest quarterly EBITDA and PAT in the last five years. Net debt has decreased by INR 1,141 Mn in H1 FY27 to INR 5,000 Mn, and the net debt to EBITDA ratio has improved to 1.8x from 3.2x at the end of FY26, strengthening the company’s balance sheet.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Solara Active Pharma Sciences Limited
Solara Active Pharma Sciences Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.
Solara posts a 13.7% three-month gain, but softens in the last few weeks. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue contracts at -1.2% CAGR. That signals structural headwinds, not a short-term blip. The stock gives back 9.4% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. The stock holds up despite -1.2% revenue growth and a PEG of 99.00. That could signal an early turnaround. Alternatively, index flows simply support the price. Watch whether analysts revise estimates upward — that is the real signal. Check Fundamentals of Solara Active Pharma Sciences Limited.
Healthcare
Wanbury Limited (wanbury): Receives 9 ‘no DMF Deficiency’ Letters from Usfda, Expands Metformin Business Globally
Wanbury Limited (WANBURY) receives 9 ‘No DMF Deficiency’ letters from USFDA, expands Metformin business in Saudi Arabia and Mexico.
Wanbury Limited (WANBURY) has announced significant regulatory milestones and business expansions, reinforcing its position as a leading global supplier of Active Pharmaceutical Ingredients (APIs) and formulations. In July-August 2026, the company received 9 ‘No DMF Deficiency’ letters from the USFDA for its Metformin HCl Drug Master File (DMF), along with similar letters for Paroxetine and Diphenhydramine HCl APIs. These endorsements highlight the quality of Wanbury’s regulatory filings and open new business opportunities in the regulated US market.
Strengthening the API Pipeline
Wanbury is further expanding its API portfolio by validating new products, including Quetiapine Fumarate, Sitagliptin, and Empagliflozin. Regulatory filings for these products are planned for the next quarter, with the APIs expected to be available for sale in semi-regulated markets, adding to the company’s growth avenues.
Global Metformin Business Expansion
Wanbury has also made notable strides in its Metformin business. In Saudi Arabia, the company has commercialised a new Metformin DC (directly compressible) business, with an annual revenue potential of about Rs 10 crore. Additionally, a customer in Mexico has won a two-year tender for the supply of Metformin, valued at approximately Rs 15 crore per annum. These developments underscore Wanbury’s robust growth strategy in the Metformin sector.
Commenting on the developments, Mr. Mohan Rayana, Director of Wanbury Limited, said, “The ‘No DMF Deficiency’ letters from the USFDA are a strong endorsement of our quality and regulatory capabilities. With new Metformin business in Saudi Arabia and Mexico, and new APIs such as Quetiapine Fumarate, Sitagliptin, and Empagliflozin in our pipeline, we are well placed for sustained growth”.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Wanbury Limited
Wanbury Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.
Wanbury drops 43.9% over three months and trades near its 52-week lows. Thin margins at 8.6% leave limited room for error — any demand softness or cost spike hits the bottom line hard. Revenue consistency is the one bright spot — zero dips in five years shows operational resilience. RSI stands at 27, well into oversold territory. Yet sellers still dominated on 21 of recent sessions versus 9 for buyers, so the pressure has not fully lifted. Revenue grows at 8.9% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of Wanbury Limited.
Healthcare
Mankind Pharma Limited to Acquire Majority Stake in Armed Cell Therapeutics, Marking Strategic Entry into Next-generation CAR-T Therapies
Mankind Pharma Limited (NSE: MANKIND) announced its plan to acquire a majority stake in Armed Cell Therapeutics, marking a strategic move into next-generatio.
Mankind Pharma Limited (NSE: MANKIND) announced its plan to acquire a majority stake in Armed Cell Therapeutics, marking a strategic move into next-generation CAR-T therapies. The company will invest EUR 48 million to acquire a 70% stake in Armed Cell Therapeutics (ACTx), a Belgium-based biotechnology company developing advanced CAR-T therapies for cancer. This acquisition is part of Mankind Pharma’s long-term strategy to build a global innovation-led pharmaceutical business.
Strategic Move into CAR-T Therapies
The investment in ACTx is designed to enhance Mankind Pharma’s pipeline of breakthrough therapies. ACTx has a pipeline of next-generation CAR-T assets, with lead programs in non-Hodgkin lymphoma and small cell lung cancer. The company’s R&D activities are led by highly experienced teams located in the US and EU. This partnership propels Mankind’s vision of being an innovative, research-focused healthcare company.
Leadership and Vision
Mr. Arjun Juneja, Chief Operating Officer of Mankind Pharma Ltd., shared, “Innovation will be one of the defining growth engines for Mankind over the coming decades. This investment is the first step in building a global pipeline of breakthrough therapies. As the company scales its presence across complex and chronic therapy areas, Mankind, with this venture, is getting access to cutting-edge & differentiated scientific platforms, experienced leadership team and potential to generate multiple next-generation CAR-T candidates.”
Future Prospects
Dr. Paul Stoffels, Chair of the Board, Armed Cell Therapeutics, shared, “Next-generation CAR-T therapies can reach many more patients if we make them more powerful and durable. Armed Cell Therapeutics has the assets, the team and now the backing of Mankind to do exactly that. I am pleased to chair the Board and support the team.”
This acquisition marks a significant step for Mankind Pharma as it aims to deliver advanced, innovation-led therapies globally, while remaining committed to quality, affordability, and accessibility.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Mankind Pharma Limited
Mankind Pharma Limited belongs to the Healthcare › Drug Manufacturers – Specialty & Generic sector. Here’s a quick read on where the business and the stock stand today.
Mankind moves sideways over three months, with neither buyers nor sellers taking control. The PEG reaches 3.32. The stock trades on brand and index weight, not on growth. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. The stock gains 2.9% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. Revenue grows at 17.7% and profits at 14.3% CAGR, with D/E of 0.58. Meanwhile, the stock dips 5.5% in three months without any fundamental deterioration. Consequently, the stock quietly becomes cheaper relative to earnings power. For long-term investors, that is a feature. Check Fundamentals of Mankind Pharma Limited.
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