How Indian Pharma is eyeing the GLP-1 opportunity | The Daily Brief

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

1. Indian Pharma’s GLP-1 Race
Indian drugmakers are gearing up to enter the booming GLP-1 market as Novo Nordisk’s semaglutide patent nears expiry. From building complex supply chains to exploring new drug variants, companies like Dr. Reddy’s, Cipla, and Zydus are strategizing to capture global demand for weight-loss and diabetes drugs.

2. Is Indian Manufacturing Underestimated?
A new study suggests India’s manufacturing sector may be far larger than official data shows. Due to flaws in statistical methods, manufacturing’s share of GDP could be closer to one-third instead of 15–17%. If true, it reshapes how we understand India’s economic growth and industrial progress.

Timestamps:
00:00 Intro
00:32 India Eyes the Next Big Drug Market
12:05 Is India’s Manufacturing Undercounted?
22:36 Tidbits

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