At a corporate briefing yesterday, executives from Lotus Pharmaceutical, a specialty generics company, shared that they expect to complete another Southeast Asian acquisition by the end of this quarter, with four additional deals in negotiation. If all acquisitions proceed as planned, they could collectively add $100 million in revenue. Sales of its anti-leukemia drug in the U.S. market are also set to grow next year, with expectations that pricing stability will be maintained even after the drug’s patent expires in 2026, due to its unique generic positioning in the clinic distribution channel. Lotus aims for an average annual profit growth in the double digits over the next five years.

Southeast Asia expansion remains a focal point for Lotus, drawing investor attention during the briefing. The company completed two acquisitions in Southeast Asia this year, including one in the third quarter, which brought in leading anti-infective drugs in Vietnam and Cambodia. This deal opens access to Vietnam’s pharmacy distribution channel, and Lotus projects that its revenue in Vietnam could reach NT$800 million by 2025.

Lotus also disclosed that five more potential acquisitions are under negotiation, with one likely to be finalized this quarter, and additional evaluations underway for brands in Malaysia and India. Together, these acquisitions could add about $100 million in revenue if completed successfully.

Lotus reported that all shipments of its anti-leukemia drug to the U.S. market for this year are complete, with an anticipated 9-10% annual revenue growth target expected to be met. The anti-leukemia drug is projected to continue its growth trajectory next year, with double-digit annual profit growth anticipated over the next five years, steadily setting new profit records for the company.

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