Whalesbook
Dekho, asli game yeh hai ki platinum ka rate kafi badh gaya hai. Jo platinum pichle 6 mahine mein lagbhag double ho gaya, woh February 2026 tak ₹8,000 per gram ke aas paas pahunch gaya tha, jabki September 2025 mein yeh ₹3,869 tha. Haalanki ab thoda stabilize hokar ₹5,900-₹6,500 ke beech hai, par yeh badha hua rate companies ke liye problem hai. Unka kehna hai ki jo price 2013 se set hain (jaise carboplatin ke liye ₹61.10 per 10 mg/ml vial), woh ab bilkul sustainable nahi rahe. Isiliye NPPA se 50% price hike ki maang ki gayi hai.
Yeh platinum-based dawaen jaise carboplatin, oxaliplatin, aur cisplatin kaafi important cancers ke liye use hoti hain – jaise head and neck, breast, aur stomach cancer. Global level pe yeh 'vital medicines' maani jaati hain aur ICMR ki treatment guidelines ka bhi hissa hain. Historically, yeh dawaen affordable aur accessible rahi hain, specially aajkal ki bahut mehngi therapies like ADCs aur immunotherapy ke comparison mein. Par government ke price controls (DPCO 2013 se) aur ab platinum ke badhte rate ne situation tough bana di hai. Example ke liye, carboplatin ka price 2015 se sirf 21.71% badha hai, matlab saal ka average 2.21%! Yeh drugs ka market abhi ₹110 crore ka hai, par experts kehte hain ki cancer cases ko dekhte hue yeh 10 guna tak ho sakta hai.
India ki pharma industry toh waise bhi kaafi strong hai aur FY2026 mein 7-9% grow karne ka estimate hai. Par global events ki wajah se raw materials ke daam kabhi kabhi 300% tak badh jaate hain. Cipla, Dr. Reddy's Laboratories, Zydus Lifesciences jaise bade naam (jinke P/E ratios April 2026 tak 17.6 se 21.2 ke beech hain) bhi is challenging market mein operate kar rahe hain. Dr. Reddy's jaise companies ki market value toh ₹100,000 crore se bhi upar hai, par essential, price-controlled drugs par unka profit margin bahut kam hai. Abhi NPPA ne 1 April, 2026 ko scheduled medicines par sirf 0.65% ka standard hike approve kiya tha WPI ke basis par, jo platinum ke rate hike ke comparison mein bilkul na ke barabar hai.
Sabse bada danger pata hai kya hai? Yeh essential first-line cancer treatments milna band ho sakti hain. Agar manufacturers ko production cost manage karne mein problem ho rahi hai aur price controls sakht hain, toh woh apna strategy badal sakte hain. Iska matlab hai ki production kam karna, zyada profitable products pe focus karna, ya fir carboplatin aur cisplatin jaise vital par low-margin drugs banana band kar dena. Yeh situation un newer, expensive oncology treatments jaise ADCs aur immunotherapies ke bilkul opposite hai. India mein, in platinum drugs ki unit sales mein 72% generic drugs hain, jo dikhata hai ki manufacturing cost control kitna sensitive hai.
Ab industry groups 2019 ki Niti Aayog ki Committee on Affordable Medicines and Health Products ki ek recommendation ko refer kar rahe hain. Tab unhone support kiya tha ki agar koi essential medicine banane mein production viability ki problem aa rahi hai, toh uska price ceiling 50% tak badhane ki permission mil sakti hai. Yeh past recommendation ab current crisis ka solution bataya ja raha hai. Government, NPPA ke through, par pressure hai ki jaldi action le aur aisa situation avoid kare jahan life-saving chemotherapy drugs, jo affordable rehne chahiye the, price controls ki wajah se hi scarce na ho jayein. NPPA ka final decision patients ke liye bahut important hoga.