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In our previous blog, “GLP-1: From Diabetes Niche to Obesity Blockbuster – The Next Pharma Supercycle”, we discussed how GLP-1 therapies were reshaping diabetes and obesity treatment. Since then, annualized GLP-1 sales have scaled to ~US$89 billion by Q1CY26, reinforcing the magnitude of the opportunity. However, a new phase is now emerging. Semaglutide — the molecule behind Ozempic and Wegovy — has begun losing exclusivity across several emerging markets during 2026. This

In the 20th century, humanity’s greatest healthcare challenge was communicable diseases, which were tackled with the discovery and widespread adoption of antibiotics. The introduction of penicillin alone improved life expectancy by nearly 30 years , lifting it from ~40 years in the early 1900s to ~70 years by 2000. With infectious diseases brought under control, the burden gradually shifted towards non-communicable diseases (NCDs) such as diabetes, obesity, cardiovascular ail

The global anti-diabetes therapy market is undergoing a massive transformation, with the advent of GLP-1 ‘wonder drugs’ fundamentally reshaping the treatment landscape. Against this backdrop, it is particularly interesting to examine developments in the domestic Indian market – often referred to as the ‘diabetes capital of the world’. India has the second-largest diabetic population globally, with ~11% of adults living with diabetes (~90mn people). This is projected to rise

The Indian diagnostics sector stands at a structural inflection point, where the convergence of deep-tech integration, a shift toward consumer-centric wellness, and vast untapped market potential is unlocking a multi-decade growth runway that is still in its nascent stages. Indian diagnostics sector itself is projecting ₹120,000cr. market by FY28E, increasing at 8-10% CAGR, with the mix of 60% pathology and 40% radiology. Today, only 17% of diagnostic service providers are fr