Zydus Lifesciences (Erstwhile: Cadila healthcare)

Cadila gets approval for capsules form of Ibrutinib and is eligible for 180-day exclusivity. The Ibrutinib market size is ~$6bn, with ~15% being accounted by the capsules dosage and ~85% by the tablets dosage. In capsules dosage, innovators have already settled with Teva, Hetero and Shilpa whereas there are no current settlements in tablet form (known filers are Natco through their partner alvogen, Cadila and Sandoz).

https://paraiv.researchdelta.com/drug/791

Disclosure: Invested (position size here)

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