My Pharma Reviews

GLP-1 is transitioning from an innovation goldmine to a manufacturing battleground. Apotex’s tentative US FDA approval for generic semaglutide with India’s Orbicular Pharma is not a regulatory milestone but a signal that the science has already been cracked. What remains is timing.

As patents begin to open up over the next few years, this $100B+ market will shift from high-margin innovation to scale-driven competition. And unlike traditional generics, this will be defined by peptide capability, regulatory precision, and global partnerships.

The focus is shifting from the innovators to the ones who can execute at scale because in every pharma cycle, a few companies dominate.

Who will that be this time?

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit mypharmareviews.substack.com

For the last three years, Indian pharma has delivered what most industries would envy:

* Strong revenue growth

* Expanding margins

* Clean balance sheets

* Consistent cash generation

Why then, should we change? Look closer.

What you actually see is an industry that has perfected execution within a model that is quickly becoming obsolete.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit mypharmareviews.substack.com

China's Wearable Data Revolution  

China just connected every variable device to which health system. Welcome to my pharma reviews, the podcast. My name is Il Kur. Thank you for regularly reading my blog. I am trying a new audio format here for those of you who prefer to listen and not read. I hope you like it.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit mypharmareviews.substack.com