Wealth Creator @powerofstraddle - Twitter Profile

Ozempic Patent Expiry to Trigger Weight-Loss Drug Boom in India Patent expiry of semaglutide (Ozempic/Wegovy) in India (20 March 2026) is set to open the market for low-cost generics At least 5 Indian pharma players (Mankind, Ajanta, Sun Pharma, Dr. Reddy’s, Lupin) are preparing launches Generic versions expected to be 50%+ cheaper, with prices around ₹5,000/month vs ~₹10,000+ currently India becomes one of the first major markets after Canada to see generic semaglutide rollout Rising obesity and metabolic disorders (diabetes, fatty liver, thyroid issues) are driving demand India already has the third-largest overweight population globally, creating a massive addressable market GLP-1 market in India could grow from ~₹1,000 crore to ₹5,000 crore by 2030 Weight-loss outcomes can be significant (up to ~5 kg/month), but require medical supervision Hospitals, clinics, and telehealth players are expanding obesity-focused programs and services Bundled offerings (drug + diagnostics + follow-up care) expected to boost revenues for healthcare providers Hospital chains like Apollo and Fortis are scaling obesity clinics and lifestyle programs Pharma + diagnostics ecosystem (PharmEasy, Tata 1mg, etc.) building integrated weight-loss solutions Regulator has banned aggressive advertising of weight-loss drugs to prevent misuse Innovator drugs like tirzepatide (Lilly’s Mounjaro/Zepbound) still under patent, limiting competition for now Overall, the shift marks a large structural opportunity across pharma, hospitals, and digital health in India

gaze_observer's tweet photo. Ozempic Patent Expiry to Trigger Weight-Loss Drug Boom in India

Patent expiry of semaglutide (Ozempic/Wegovy) in India (20 March 2026) is set to open the market for low-cost generics

At least 5 Indian pharma players (Mankind, Ajanta, Sun Pharma, Dr. Reddy’s, Lupin) are preparing launches

Generic versions expected to be 50%+ cheaper, with prices around ₹5,000/month vs ~₹10,000+ currently

India becomes one of the first major markets after Canada to see generic semaglutide rollout

Rising obesity and metabolic disorders (diabetes, fatty liver, thyroid issues) are driving demand

India already has the third-largest overweight population globally, creating a massive addressable market

GLP-1 market in India could grow from ~₹1,000 crore to ₹5,000 crore by 2030

Weight-loss outcomes can be significant (up to ~5 kg/month), but require medical supervision

Hospitals, clinics, and telehealth players are expanding obesity-focused programs and services

Bundled offerings (drug + diagnostics + follow-up care) expected to boost revenues for healthcare providers

Hospital chains like Apollo and Fortis are scaling obesity clinics and lifestyle programs

Pharma + diagnostics ecosystem (PharmEasy, Tata 1mg, etc.) building integrated weight-loss solutions

Regulator has banned aggressive advertising of weight-loss drugs to prevent misuse

Innovator drugs like tirzepatide (Lilly’s Mounjaro/Zepbound) still under patent, limiting competition for now

Overall, the shift marks a large structural opportunity across pharma, hospitals, and digital health in India

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Wealth Creator @powerofstraddle

7 months ago

@soicfinance Heard Divis has started cobenfy and this qtr one high margin molecule didn’t contribute to neuland revenue due to which gross margin took a hit, bit cautious on Neuland Labs.

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powerofstraddle retweeted

The Cloaked Gaze 👀

@gaze_observer

7 months ago

HPL Electric & Power Ltd Q3 FY26 Results:- #Q3Results #Q3FY26 #Stockmarket #Nifty #HPLElectric Revenue 473.92 Cr vs 392.48 Cr (+20.75% YoY┃+9.08% QoQ) PBT Ex-Exceptional Items 31.58 Cr vs 24.41 Cr (+29.37% YoY┃+3.58% QoQ) PAT 19.45 Cr vs 18.08 Cr (+7.55% YoY┃-12.69% QoQ) This Q3 Exceptional loss of 5.44 Cr