
LNPR CAPITAL
June 13, 2025 at 05:01 AM
SETBACK FOR ZYDUS & LUPIN
US district court rejects proposal on ‘189’ patent in Mybetriq generic case
Alert: Zydus Life & Lupin are generic cos selling Mybetriq generic
ZYDUS & LUPIN
🚩New court order increases the overhang
🚩Have modelled Mirabegron sales of $140 m in FY25/26 for Zydus
🚩Have modelled mirabegron sales of $80 m/$100 m for Lupin in FY25/26