Shares of Lupin Ltd fell 2.5% after touching a day’s high of Rs 2,148 on 2nd February. This fall occurred despite the company announcing two key developments across its innovation and generics businesses. These include a tuberculosis-focused drug collaboration and the launch of an oncology generic in the US. Together, they underscore the drugmaker’s push into speciality and complex generics.

Lupin has entered a strategic collaboration with TB Alliance to support the development and future commercialisation of Telacebec, an investigational drug for tuberculosis (TB) and other mycobacterial diseases. These include leprosy and Buruli ulcer. While TB Alliance will continue to lead clinical development, Lupin will contribute its manufacturing, regulatory, and supply chain capabilities. This support will enable broader access once the drug is approved.

Telacebec, earlier known as Q203, is being developed as a novel treatment for TB and related infections that affect millions globally. Notably, it targets those in low- and middle-income countries.

Separately, Lupin announced the US launch of Dasatinib tablets after receiving US FDA approval. Developed with Pharmascience Inc., the drug is a generic version of Sprycel. Sprycel is used to treat certain forms of chronic myeloid leukaemia (CML) and acute lymphoblastic leukaemia (ALL). The company said the product recorded about $930 million in US sales in the 12 months ended October 2025.

Lupin has also reiterated its plans to expand its speciality medicines business as part of its long-term strategy beyond generics.

At 12:04 PM, shares of Lupin were trading 2.37% lower at Rs 2,084.70 on NSE.

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