The Daily Brief Sizing up the GLP race
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Aug 19, 2025 Explore the booming market for GLP-1 drugs in India as local pharmaceutical companies gear up to enter. Delve into the challenges of drug production and the implications of patent expirations. The discussion also highlights the need to rethink India's manufacturing contributions amid a perception of stagnation. Plus, uncover the intricacies of calculating GDP with innovative approaches like double deflation and examine the economic performance gaps in competitive sectors, featuring insights from firms like Swiggy and JSW Steel.
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Semaglutide Patent Cliff Creates A Global Race
- GLP-1 drugs like semaglutide created a potentially multi-billion dollar market by rewiring appetite and enabling substantial weight loss.
- Novo Nordisk's patent expiry in early 2026 opens a global race for generics and alternative entrants.
Complex Molecule Means Complex Supply Chains
- Semaglutide is an extremely complex peptide requiring advanced synthesis and device integration.
- That complexity limits entrants and makes the generic launch a multi-player, multi-step supply-chain problem.
Dr. Reddy's API-First Launch Strategy
- Dr. Reddy's can currently make APIs but will rely on partners for finished pens in early launches.
- They expect partner-made pens to supply initial FY26–FY27 rollouts before in-house capacity comes online by FY28.