Low PE & Debt Free Pharma Company Launches Generic Pomalyst in U.S.; Targets USD 3.2 Billion Market with 180-Day Exclusivity

On March 4, 2026, shares of NATCO Pharma Limited jumped 1.78 per cent to Rs 973.90 per share from its previous closing of Rs 956.25 per share. The stock’s 52-week high is Rs 1,059.00 per share and its 52-week low is Rs 726.80 per share. During Intraday trade, the stock surged 3.78 per cent to hit a high of Rs 992.40.

NATCO Pharma Limited has announced the launch of Pomalidomide Capsules in the U.S., offering a generic version of Celgene’s blockbuster drug, Pomalyst. The launch is being undertaken in partnership with Breckenridge Pharmaceutical, Inc.

The launch positions NATCO to tap into a high-value opportunity. According to industry sales data, Pomalidomide Capsules in 1 mg, 2 mg, 3 mg and 4 mg strengths recorded estimated annual sales of approximately USD 3.2 billion in the U.S. for the 12-month period ending September 2025. The company believes it has secured 180 days of shared exclusivity for the product based on information from the U.S. Food and Drug Administration (FDA), potentially strengthening its competitive positioning in the market.

Pomalidomide is a thalidomide analogue indicated for the treatment of multiple myeloma in adult patients who have received at least two prior therapies, including lenalidomide and a proteasome inhibitor, and have demonstrated disease progression. It is also approved for Kaposi sarcoma, including AIDS-related cases after failure of highly active antiretroviral therapy, as well as for HIV-negative adult patients. The product will be distributed primarily through specialty pharmacies and clinics across the U.S.

Rajeev Nannapaneni, Vice Chairman and CEO of NATCO Pharma, stated that the launch strengthens the company’s oncology and specialty portfolio and reinforces its mission to make complex medicines more accessible globally. Brian Guy, President and Chief Commercial Officer of Breckenridge Pharmaceutical, said the launch offers a high-quality, affordable generic solution. He added that copay assistance will be provided to eligible patients to support adherence and reduce treatment delays.

Headquartered in Hyderabad, NATCO Pharma is a research-driven pharmaceutical company focused on targeted oncology therapies and limited-competition molecules in the U.S. market. The company operates nine manufacturing facilities and two research and development centres in India and serves over 50 global markets with approvals from major regulatory authorities, including the U.S. FDA, Brazil ANVISA and Health Canada.

The company has a market cap of over Rs 17,443.51 crore. The stock price has surged over 73.17 per cent in the last 3 years.

Disclaimer: The article is for informational purposes only and not investment advice.