Formulary exclusions for insulin aspart
Top formularies like Optum Rx and Express Scripts have excluded aspart as a class, potentially limiting TAM for Kirsty.
BIOCON / Q2-FY26 / risks
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Biocon · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Competitive pricing pressure in biosimilars
Market share and ASPs are inversely proportional; increased competition could erode pricing and margins.
Denosumab market crowded with five players
Five players are already in the Denosumab market with five more in the pipeline, increasing competitive intensity.
Generics margin pressure from new facilities
Fixed costs from three new facilities capitalized in FY25 continue to pressure generics margins.