event-trade登录编辑
PR Newswire FDA ApprovalCodex · 实盘不做把握 5/10
北京时间·🕒 发布 20:00:00时区推断·⟳ 抓取 20:01:16·⚡ 决策 07-28 20:05:53 +4m37s·91.2 天前

Cipla获FDA批准仿制Advair Diskus三种规格

Cipla获批复杂吸入制剂Generic Advair Diskus,标的美国市场约9.08亿美元,方向上利好其美国呼吸管线。

📄 原文PR Newswire FDA Approval↗ 原文
Cipla Receives U.S. FDA Approval for Generic Advair Diskus®
(Fluticasone Propionate and Salmeterol Inhalation Powder), across all three strengths MUMBAI, India and WARREN, N.J., J…
不做 Cipla(CIPLA.IN)
FDA获批方向正面,但Generic Advair已有多家仿制竞争者且券商称FY27贡献已计入预期,Cipla当日已收涨2.5%,缺乏未price-in的可量化新增edge,不做。
不做 葛兰素史克(GSK.US)
新增仿制竞争对原研Advair方向偏负,但该品种已长期多家仿制,单一Cipla获批不足以形成GSK短期重大净利空,且未核到强空催化,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-07-28 08:00 ET首发PR Newswire/Cipla一手源原文 ↗
    Cipla公告FDA批准其Generic Advair Diskus三种规格ANDA,并称IQVIA估算美国市场约9.08亿美元。
    市场反应:印度市场当时已收盘,Cipla.IN当日收涨2.5%。
  2. 2026-07-28财经媒体扩散ICICI Direct非一手原文 ↗
    ICICI Direct将事件评为正面,但明确称其估算已包含Generic Advair从H1FY27开始贡献。
  3. 2026-06-11其它Drugs.com非一手原文 ↗
    公开药品资料显示Advair Diskus已有Mylan、Hikma、Teva等仿制版本,说明该市场并非独家或首仿。

关键理由

  • Cipla获批复杂吸入制剂Generic Advair Diskus,标的美国市场约9.08亿美元,方向上利好其美国呼吸管线。
  • 但该品种已有Mylan、Hikma、Teva等仿制竞争者,新增份额和利润率难以从公告中量化,且ICICI Direct称其模型已计入FY27贡献。
  • Cipla印度股7月28日收盘已涨2.5%,公告发生在印度收盘后,次日仍可能有反应但预期差不足以支持追单。

主要风险

  • 仿制Advair是竞争充分的存量市场,获批不等于快速放量或高毛利。
  • 若次日印度开盘跳空,缺乏明确超预期份额或销售指引时容易见光死。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 none
    内部KB未命中该获批的独立超预期量级证据,返回多为无关研报。
    检索:Cipla generic Advair Diskus FDA approval fluticasone salmeterol inhalation powder US market revenue respiratory
  • 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
    券商解读明确称Generic Advair贡献已在其估算中,削弱预期差。
    检索:Cipla wins USFDA approval Generic Advair ICICI Direct estimates already factored H1FY27 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-06-11 · 影响 weakens
    该品种已有多家仿制竞争者,Cipla新增获批的可得份额和利润率不确定。
    检索:generic Advair Diskus market competitors Cipla approval 2026 Teva Viatris Hikma 原文 ↗
工具调用 · 历史记录,结果未知(4 种)
  • search_processed_events · 结果未知
  • normalize_ticker · 结果未知
  • kb_search · 结果未知
  • price_snapshot · 结果未知

原文全文

展开原文 · 3,734 字
(Fluticasone Propionate and Salmeterol Inhalation Powder), across all three strengths
MUMBAI, India and WARREN, N.J., July 28, 2026 /PRNewswire/ -- Cipla Limited (BSE: 500087) (NSE: CIPLA EQ) and hereafter referred to as "Cipla") and its wholly owned subsidiary Cipla USA Inc., (hereafter referred to as "Cipla"), today announced that Cipla Limited has received U.S. Food and Drug Administration (FDA) approval for its Abbreviated New Drug Application (ANDA) for Generic Advair Diskus® (fluticasone propionate and salmeterol inhalation powder) in all three strengths—100/50 mcg, 250/50 mcg, and 500/50 mcg.
The product is a therapeutically equivalent version of Advair Diskus®, a widely prescribed combination therapy indicated for the treatment of asthma and chronic obstructive pulmonary disease (COPD). According to IQVIA, the U.S. market for fluticasone propionate and salmeterol inhalation powder is approximately $908 million. This approval represents Cipla's first dry powder inhaler (DPI) approval from its U.S.-based manufacturing network, marking a significant milestone in the company's continued expansion of complex respiratory capabilities in the United States.
Commenting on the approval, Achin Gupta, Managing Director & Global CEO, Cipla Limited said, "At Cipla, we're passionate about respiratory care given our long-standing expertise. This approval reinforces our commitment to expanding access to complex therapies in the U.S. and highlights our strength in developing and scaling sophisticated inhalation products through integrated capabilities."
Backed by Cipla's vertically integrated inhalation platform, the product reflects the company's commitment to strengthening U.S. manufacturing capabilities for complex respiratory treatments.
Marc Falkin, Chief Executive Officer, Cipla North America added, "This approval marks our first dry powder inhaler from our New York facility and reflects our targeted investments in building differentiated inhalation manufacturing capabilities in the U.S. It strengthens our ability to provide reliable, high-quality supply in an important and competitive category."
About Cipla Limited
Established in 1935, Cipla is a global pharmaceutical company focused on agile and sustainable growth, complex generics, and deepening portfolio in our home markets of India, South Africa, North America, and key regulated and emerging markets. Our strengths in the respiratory, antiretroviral, urology, cardiology, anti-infective and CNS segments are well-known. Our 46 manufacturing sites around the world produce 50+ dosage forms and 1,500+ products using cutting-edge technology platforms to cater to our 70+ markets. Cipla is ranked 3rd largest in pharma in India (IQVIA MAT Jun'26), 2nd Largest in the pharma prescription market in South Africa (IQVIA MAT May'26), and 2nd largest by prescription in the US Gx (Repulses + MDI) products (IQVIA MAT Jun'26). For nine decades, making a difference to patients has inspired every aspect of Cipla's work. Our paradigm-changing offer of a triple anti-retroviral therapy in HIV/AIDS at less than a dollar a day in Africa in 2001 is widely acknowledged as having contributed to bringing inclusiveness, accessibility and affordability to the center of the HIV movement. A responsible corporate citizen, Cipla's humanitarian approach to healthcare in pursuit of its purpose of 'Caring for Life' and deep-rooted community links wherever it is present make it a partner of choice to global health bodies, peers and all stakeholders. For more, please visit www.cipla.com, or click on Twitter, Facebook, LinkedIn.
Corporate Communications
Heena Kanal
[email protected]
Investor Relations
Diksha Maheshwari
[email protected]
SOURCE Cipla Limited

决策记录链 · 只追加

每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。

这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。