Natco Pharma Share Price in Focus as New Pulmonary Hypertension Drug Hits US Market

Natco Pharma Ltd announced on Wednesday, August 20, 2025, that it has introduced Bosentan tablets for oral suspension (TFOS), 32 mg, used in the treatment of pulmonary arterial hypertension (PAH). The new product is a generic version of Tracleer developed by Actelion Pharmaceuticals US Inc. Natco’s marketing partner for this launch is Lupin Ltd.

The company stated that it holds the first-to-file status, which provides a 180-day marketing exclusivity period for this generic drug in the US market.

Natco Pharma Drug Overview

Bosentan tablets are prescribed for treating PAH (WHO Group 1) in pediatric patients aged three years and above who suffer from idiopathic or congenital PAH. The medicine works by improving pulmonary vascular resistance (PVR), which helps enhance exercise capacity.

According to industry sales data, the drug generated estimated US sales of around $10 million in the 12 months ending June 2025.

Natco Pharma Q1 FY26 Financial Performance

Natco Pharma recently reported its Q1 FY26 earnings, posting a decline in profitability. The company’s consolidated net profit dropped to ₹480 crore in the June quarter from ₹668.5 crore in the same period last year.

Revenue also slipped 2.5% year-on-year to ₹1,329 crore, while EBITDA fell 32% to ₹519 crore from ₹764.9 crore. Operating margins contracted sharply to 39% compared to 56.1% in the previous year.

Natco Pharma Stock Performance

Natco Pharma’s share price traded down 0.6% at ₹887.3 per share at 12:15 PM on the NSE. The stock has lost 36.5% year-to-date, reflecting weak investor sentiment amid declining margins.

Read More: Pharma Stocks Down Up to 5% as Trump Urges Lowering Drug Prices; Which Companies Have the Most Exposure?

Conclusion

With the launch of generic Bosentan tablets and its exclusivity window in the US, Natco Pharma is seeking to strengthen its specialty product portfolio despite recent financial pressure. The company’s performance in the coming quarters may depend on market uptake of this new launch and recovery in operational margins.

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