Question · Q2 2026
Damyanti Kerai asked for an update on the legal status of Semaglutide in India, sought clarification on the Abatacept CMO strategy for US FDA clearance, and inquired about the progress of in-house fill-and-finish capacity for Semaglutide.
Answer
CEO Erez Israeli explained the ongoing patent challenge for Semaglutide in India, confirming current ability to produce and export but not launch in India until patent expiration in March 2026. He detailed the Abatacept CMO strategy as a mitigation for regulatory, tariff, and capacity risks. For Semaglutide, he stated in-house fill-and-finish capacity is progressing but will be relevant post-next 12 months.