Dr. Reddy’s delays commercial supplies of semaglutide after it finds certain batches of the active pharmaceutical ingredient (API) do not meet quality specifications. The company says it is investigating the root cause of the issue and taking corrective measures to ensure product quality. Multiple reports state that the company frames the disruption as a quality-related manufacturing/regulatory matter rather than a patient-safety event, adding that there is no impact on patient safety and that global regulatory filings remain unaffected.
According to reports, Dr. Reddy’s expects to miss its annual semaglutide supply target. It also says it will supply a specified volume of pens in the last two quarters of FY27 and that it plans to restart production by November after resolving the API quality problem. Separately, some coverage notes that investor reaction includes a sharp decline in Dr. Reddy’s shares following the announcement and highlights concerns that any prolonged delay could affect the company’s ability to maintain its early market position.
Semaglutide is the active ingredient in Novo Nordisk’s Wegovy and Ozempic for diabetes and weight management.
