Leqselvi patent litigation binary outcome
The Leqselvi launch depends on a favorable court ruling on the '335 patent; an unfavorable outcome could delay launch until patent expiry in Dec 2026.
SUNPHARMA / Q2-FY25 / risks
Keep the risk register visible.
Sunpharma · Material risks, their source context, and severity in the latest available quarter.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Risk intelligence
Material risks this quarter
high
R&D spend may remain below guidance if trials delay further
Management acknowledged that further delays in clinical trials could keep R&D spend below the revised 7-8% guidance.
Higher selling expenses pressuring margins
Other expenses rose significantly due to higher selling and distribution costs in US and EM, which could pressure margins if not offset by revenue growth.
Japan price cuts impacting ROW revenues
Price cuts in Japan are expected to continue pressuring ROW revenues for the next few quarters, as mentioned by management.