Sandoz Group AG — MarketDX

Biotech & Genomic Medicine▲3

Sandoz and Henlius sign $322m biosimilar collaboration deal

Sandoz has entered a collaboration agreement with Shanghai Henlius Biotech to develop up to 10 biosimilars, with total milestone payments of up to $322 million. The deal includes near-term payments of up to $100.5 million for initial assets, and Henlius will develop and manufacture the products while Sandoz handles commercialization worldwide except China. The initial assets include biosimilars referencing Erbitux, Repatha, and Benlysta, as well as a recombinant human hyaluronidase in technical development. Sandoz's biosimilar pipeline now stands at 39 assets, with potential to reach 46, and the company says the agreement supports its strategy to capture a significant share of the biosimilar loss-of-exclusivity market over the next decade.

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Sandoz Posts Strong H1 2026 Results With Biosimilars Driving Growth

Sandoz Group AG reported first-half 2026 net sales of $5,761 million, a 10% increase from the prior year. Biosimilars contributed $1,875 million, up 25% and now representing 33% of total net sales, while generics delivered $3,886 million, a 4% rise. Core EBITDA grew 15% to $1,206 million with margin expansion to 20.9%, and core diluted EPS increased 17% to $1.71. The company reaffirmed its full-year guidance for mid-to-high single-digit net sales growth at constant currencies and approximately 100 basis points of core-EBITDA margin expansion, and added four new biosimilar assets to its pipeline, bringing the total to 36.

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Sandoz Group settles US generic pricing cases and wins Brazil semaglutide approval

Sandoz Group has agreed to pay a total of US$478.5 million to resolve long-running US investigations into generic drug pricing, including US$400 million over seven years to US states and territories, and has separately received marketing authorization in Brazil for Owozy, a semaglutide product for diabetes patients. The US settlements crystallize a defined cash outflow profile and reduce the risk of further large, unexpected legal charges on the same matters. The Brazilian approval gives Sandoz Group commercial rights in an estimated US$1.8 billion local GLP-1 market, though management has guided to no material contribution in 2026. Both developments were announced in 2026 and affect the company's legal risk profile and access to a major emerging diabetes market.

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Sandoz to pay $450 million to settle US generic drug litigation

Sandoz Group AG has agreed to pay approximately $450 million to settle all pending generic pricing litigation claims in the United States. The Swiss generic pharmaceuticals and biosimilars company reached settlement agreements with 43 US states and territories and indirect reseller plaintiffs without admitting wrongdoing. Under the state settlement, Sandoz will pay $400 million over seven years starting in 2027, plus an additional $50 million to states that settled earlier. The company also agreed to pay $28.5 million to resolve claims brought by the indirect reseller plaintiffs class. Sandoz stated that the settlements have no impact on its full-year 2026 guidance or mid-term outlook, though it increased its previously recognized provision to reflect the settlement amounts.

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Trump Threatens 100% Tariffs on Generic Drugs in Made-in-USA Push

President Donald Trump threatened 100% tariffs on generic medicines, expanding his push to revive domestic drug manufacturing. The US is expected to import about $50 billion of generic drugs by 2029, mostly from India, and generics account for about 90% of all drugs Americans take. Analysts warn the tariffs could raise costs and disrupt supply rather than quickly move production to the US, given the low-margin nature of the generics business. Trump had previously exempted generics from a 100% tariff on patented drugs announced in September 2025, while also pursuing a most favored nation pricing policy that led companies like Pfizer to cut some drug prices by up to 85%. Industry figures, including Sandoz CEO Richard Saynor, have said tariffs would not spur onshoring but could stop supply of vital medicines.

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Just – Evotec Biologics Launches J.TRAIN Turnkey Continuous Manufacturing Offering

Just – Evotec Biologics has launched J.TRAIN, a new turnkey offering that enables biopharmaceutical companies to deploy its proprietary continuous manufacturing technology in their own facilities. The solution combines prefabricated modular cleanrooms, industry-standard equipment, and cGMP-compliant process automation, with deployment possible in as little as 18 months. J.TRAIN can produce more than 500 kilograms of drug substance from less than 10,000 square feet of cleanroom space, achieving productivity levels over ten times that of traditional fed-batch methods. The model was validated by a December 2025 transaction with Sandoz that included a manufacturing facility and a technology license. The offering was unveiled in April 2026 at the INTERPHEX conference in New York City.

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Sandoz to Host Capital Markets Day on Maximising Value in Biosimilars

Sandoz, the global leader in affordable medicines, will host its 2026 capital markets day for investors and analysts. The formal part of the event will be webcast live starting at 13:30, with in-person attendance by invitation only. Additionally, Sandoz plans to host an investor and analyst site visit in Slovenia from 9 to 10 November, providing further insight into the company's new biosimilars development and supply-chain hub, though this event will not be webcast.

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