GLP-1 drug and impact on pharma companies - some gainers, some losers
Published on 25/03/2026 09:28 AM
GLP-1 drug and impact on pharma companies - some gainers, some losersPharma stocks are in focus as UBS cited intensifying competition in the generic GLP-1 segment, while turning selective on key names based on pipeline strength, execution visibility, and reliance on one-off drivers.By Meghna Sen March 25, 2026, 9:28:23 AM IST (Published)1 Min ReadBrokerage firm UBS, in its latest note on the pharma sector, said the generic GLP-1 segment is likely to remain intensely competitive across the industry.
On stocks, UBS maintains a 'Buy' on Sun Pharma, citing its strong positioning backed by innovative products and a robust pipeline to drive earnings growth.
Cipla is rated 'Neutral', with the brokerage flagging near-term disruptions in lanreotide supply, although it sees a healthy pipeline of launches from late FY27E.
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Aurobindo Pharma also carries a 'Neutral' rating, with diversification efforts progressing steadily, but execution in FY27–28 seen as critical.
UBS has a 'Sell' rating on Dr Reddy's, citing its high dependence on generic GLP-1 opportunities with limited alternative growth triggers.
Lupin and Zydus Lifesciences are also rated 'Sell', as both rely on one-off drivers, even as the Mirabegron settlement offers some near-term relief.Continue ReadingNote To ReadersDisclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.TagsAurobindo PharmaCipla sharesDr Reddy's LaboratoriesSun PharmaZydus Lifesciences