BUZZ-Street View: Analysts wary of Cipla's launch pipeline in key US market

** Cipla CIPL.NS, India's No.3 drugmaker by sales, reported Q3 results above estimates on Tuesday, led by strong domestic business

** At least four analysts hiked PT on the stock, while two have upgraded the stock - LSEG data

HEALTHY LAUNCH PIPELINE TO REPLACE REVLIMID LOSS BUT TIMELINE UNCERTAIN

** CLSA ("hold", PT: 1,419.55) says while management expects launches of respiratory drug Advair and cancer drug Abraxane to offset the revenue loss after Revlimid patent expires, it depends on the remediation of their manufacturing plants - timings for which are uncertain

** Jefferies ("hold", PT: 1,395.90) says further delay in launch of Advair and Abraxane in H2FY26 is "key disappointment," adding that CIPL's launch pipeline in U.S. looks weak in near-term with only one peptide launch planned

** Motilal Oswal ("neutral", PT: 1,421 rupees) says clarity from U.S. FDA on CIPL's niche products is "key monitorable" over medium term