Pharma stock in focus after entering into agreement with Hansoh Pharma for cancer drug

Synopsis: Glenmark Pharmaceuticals Limited has secured exclusive multi-regional rights for Aumolertinib from Hansoh Pharma, strengthening its oncology portfolio with a globally approved third-generation EGFR-TKI for treating EGFR-mutated non-small cell lung cancer.

This Mid-cap Pharma Stock, engaged in research, development, manufacturing, and marketing of branded, generic, and OTC pharmaceuticals, focused on respiratory, dermatology, and oncology therapies worldwide, is in focus after entering into a license and distribution agreement with Hansoh Pharma for Aumolertinib, a third-generation cancer drug.

With a market capitalization of Rs. 54,945.91 crores, the share of Glenmark Pharmaceuticals Limited has reached an intraday high of Rs. 1,975 per equity share, rising nearly 0.45 percent from its previous day’s close price of Rs. 1,966.05. Since then, the stock has retreated and is currently trading at Rs. 1,947.05 per equity share. 

What is the News?

Glenmark Specialty S.A., a wholly owned subsidiary of Glenmark Pharmaceuticals, has entered into an exclusive license, collaboration and distribution agreement with Hansoh Pharma for Aumolertinib, a third-generation cancer drug used to treat non-small cell lung cancer. This agreement allows Glenmark to develop and sell the drug in several regions, including the Middle East, Africa, Southeast Asia, South Asia, Australia, New Zealand, Russia/CIS, and selected Caribbean countries.

Under the deal, Hansoh Pharma will receive an upfront payment from Glenmark, along with future milestone payments that could exceed US$1 billion, as well as royalties based on sales. This partnership supports Glenmark’s strategy to expand its oncology business in high-growth international markets and improve access to advanced cancer treatments.

Aumolertinib is already approved by leading regulators such as the UK Medicines and Healthcare Products Regulatory Agency (MHRA) and China’s National Medical Products Administration (NMPA). It is used to treat patients with advanced lung cancer caused by specific EGFR gene mutations, both as a first-line treatment and in later stages of the disease.

Marketed as Ameile® in China and Aumseqa® in the UK and Europe, Aumolertinib is China’s first third-generation EGFR-TKI to be launched internationally. The drug has multiple approvals in China and is recognized for its effectiveness in treating different stages of EGFR-mutated lung cancer.

Management Commentary

Glenn Saldanha, Chairman and Managing Director of Glenmark Pharmaceuticals Ltd., said, “At Glenmark, we remain focused on building a growth-oriented oncology business across high-potential markets. Aumolertinib is a strategic addition that strengthens our near-term commercial pipeline and enhances our ability to serve patients with EGFR-mutated lung cancer. This collaboration reinforces our disciplined approach to expanding our innovative portfolio and widening access to advanced cancer care across key markets.”

Company Overview

Glenmark Pharmaceuticals Limited was founded in 1977 by Gracias Saldanha in Mumbai, India, and started as a generic drug and active pharmaceutical ingredient (API) manufacturer.

The company is engaged in research, development, manufacturing, and marketing of formulations in respiratory, dermatology, oncology, and other therapies, with a strong R&D pipeline including biosimilars and novel drugs licensed to global partners like Sanofi and Merck. 

Glenmark Pharmaceuticals Limited produces generics, branded products, and specialty medicines like Candid cream, Ascoril cough syrup, and recent launches such as Ryaltris nasal spray and oncology bispecifics.

The company operates in over 80 countries across five continents, with manufacturing in India, US FDA-approved facilities, and key markets in the US, Europe, and emerging regions. Its products span prescription drugs, OTC items, and APIs for chronic conditions.

Revenue Mix of Q2 FY26

In Q2 FY2025-26, Glenmark Pharmaceuticals Limited reported revenue from operations (excluding other income) of Rs. 6,035.2 crore, with North America contributing the largest share at Rs. 4,465.6 crore, accounting for about 74 percent of total revenue. 

Europe generated Rs. 746 crore, forming nearly 12.4 percent, while Emerging Markets contributed Rs. 658.5 crore, or around 10.9 percent. India accounted for Rs. 165 crore, representing approximately 2.7 percent of overall revenue, highlighting the company’s strong dependence on international markets.

Recent Quarter Results

Coming into financial highlights, Glenmark Pharmaceuticals Limited’s revenue has increased from Rs. 3,434 crore in Q2 FY25 to Rs. 6,047 crore in Q2 FY26, which has grown by 76.09 percent. The net profit has also grown by 72.32 percent from Rs. 354 crore in Q2 FY25 to Rs. 610 crore in Q2 FY26. Glenmark Pharmaceuticals Limited’s revenue and net profit have grown at a CAGR of 4.60 percent and 6.17 percent, respectively, over the last five years.

In terms of return ratios, the company’s ROCE and ROE stand at 19.4 percent and 15.8 percent, respectively. Glenmark Pharmaceuticals Limited has an earnings per share (EPS) of Rs. 35.8, and its debt-to-equity ratio is 0.13x.

Written By – Nikhil Naik

Disclaimer

The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post Pharma stock in focus after entering into agreement with Hansoh Pharma for cancer drug appeared first on Trade Brains.