Dr. Reddys weight-loss drug Semaglutide rollout in Canada prone to be delayed

Dr. Reddy’s share costs plunged greater than 5% in early commerce on the BSE on Thursday (October 30, 2025) after the regulatory setback, which comes at a time when the corporate is betting large on new launches to offset decline in U.S. income from most cancers drug Revlimid’s generic Lenalidomide. 

Generic drugmaker Dr. Reddy’s Laboratories’ plans to rollout the weight-loss drug Semaglutide within the injectable type in Canada is prone to take extra time than anticipated, with Pharmaceutical Drugs Directorate, Canada, issuing a discover of non-compliance (NON) concerning the abbreviated new drug submission (ANDS).

Dr. Reddy’s share costs plunged greater than 5% in early commerce on the BSE on Thursday (October 30, 2025) after the regulatory setback, which comes at a time when the corporate is betting large on new launches to offset decline in U.S. income from most cancers drug Revlimid’s generic Lenalidomide.

“The NON outlines requests for added data and clarifications on particular features of the submission. We will submit a response nicely inside the stipulated time interval,” Dr. Reddy’s mentioned in a submitting on Wednesday night (October 29, 2025). The firm mentioned it stays assured in regards to the high quality, security and comparability of the proposed product and dedicated to creating “this essential remedy accessible to sufferers in Canada and different markets on the earliest.”

A Subject Expert Committee of India’s Central Drugs Standard Control Organisation (CDSCO) has advisable approval for Semaglutide injection, a management group of Dr. Reddy’s introduced throughout interactions with media and traders following September quarter outcomes lately. While the Drugs Controller General on India approval is the subsequent step, the launch has to attend until the patent expiry in March 2026. The firm plans to introduce the product in additional than 80 nations, each which insist on a Certificate of Pharmaceutical Product and the place CoPP is just not necessary.

The final result of a patent infringement lawsuit filed by the Danish pharmaceutical main Novo Nordisk might be essential for Dr. Reddy’s launch of the generic model of the innovator’s Glucagon-like peptide-1 (GLP-1) agonist remedy indicated within the remedy of diabetes and weight problems.

The case is earlier than Delhi High Court and judgment awaited, the management mentioned, contending Dr. Reddy’s believes the patent is invalid. To queries on the Canada market, the senior executives admitted it is going to be aggressive with a number of gamers. They additionally didn’t rule out the potential for the corporate getting further queries.

Following the difficulty of NON, analysts at Emkay Research mentioned, “primarily based on an evaluation of previous NONs, in the perfect case, we count on a 6-month delay in launch. If Dr. Reddy’s responds by December 2025, we anticipate an approval by the tip of 1QFY27, in the perfect case situation.”

One of the corporate’s models (CTO-6) is making the energetic pharmaceutical substances (API), Dr. Reddy’s management mentioned to queries round Semaglutide manufacturing.

Semaglutide and Liraglutide are among the many 40-odd peptides recognized that it intends to develop by itself or with companions over subsequent few years. Specific to Semaglutide, the plan is to fabricate it inhouse in addition to with companions. The preliminary capability, together with these of companions, is 12 million pens with plans to scale to 50 million.

Published – October 30, 2025 02:49 pm IST

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