Sun Pharmaceutical Industries has announced plans to invest $100 million in FY26 to accelerate the commercialisation of its niche and speciality drug portfolio, underscoring its commitment to innovation-led growth in the pharmaceutical space.
Chairman and Managing Director Dilip Shanghvi revealed the strategic investment during a recent earnings call, highlighting the company's intention to strengthen its global speciality business—particularly in the patented drug segment.
"For the current year, we are looking to invest approximately $100 million additionally on the commercialisation of new speciality products," Shanghvi stated.
The lion's share of the investment will support the launch of two key drugs—Unloxcyt, approved for treating metastatic cutaneous squamous cell carcinoma in adults, and Leqselvi, aimed at managing severe alopecia areata. Both products mark a significant step forward in Sun Pharma’s push into high-value, differentiated therapies.
The company’s global speciality business has shown strong momentum, with FY25 sales rising 17.1% year-on-year to $1.22 billion. In the January–March quarter alone, sales reached $295 million, reflecting an 8.6% growth.
Looking ahead, Sun Pharma is reassessing its pipeline for strategic alignment. The company is now seeking external partners to support the development and commercialisation of MM-II, a candidate for osteoarthritis pain treatment, across select markets. Additionally, it plans to initiate trials of GL0034, targeting type 2 diabetes as the first indication.
In a move that further bolsters its oncology portfolio, Sun Pharma has signed a deal to acquire Checkpoint Therapeutics, a specialist in immunotherapy and targeted cancer treatments. The acquisition is pending regulatory approval. Notably, Checkpoint recently secured U.S. FDA approval for Unloxcyt, a development that aligns seamlessly with Sun Pharma’s commercial ambitions.
“We look forward to leveraging our commercial infrastructure to broaden patient access to Unloxcyt following the completion of this acquisition,” Shanghvi noted.
For FY26, the company has forecast mid-to-high single-digit growth in consolidated revenue and expects to allocate 6-8% of its sales towards research and development.
Sun Pharma reported total sales of ₹52,041 crore for FY25, reinforcing its status as one of India's leading pharmaceutical exporters and innovators in the global drug market.
(With inputs from PTI)