News: Biocon has signed an agreement with Regeneron that helps Biocon to commercialise Yesafili an interchangeable biosimilar aflibercept in the US. Yesafili is a biosimilar to Eylea that is indicated to treat several different types of ophthalmology conditions. This agreement enables Biocon to launch the product in the US in the second half of CY2026 or earlier in certain circumstances.
View: This is inline with our expectation of product basket expansion as the company is aggressively looking for more launches post the clearences of Bengaluru facility and an agreement with US based Regeneron.
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