Patent Expiry Ka Kamaal: Generic Dawaon Ka Flood!
Dekho bhai, India mein semaglutide ka patent March 20 ko khatam ho gaya. Bas kya tha, India ke local pharma companies ne Ozempic aur Wegovy ke generic versions launch kar diye. Aur bhai, prices ko itna neeche le gaye hain ki original brands se 50% se lekar 80% tak kam ho gayi hain.
Sales Ka Game Badla!
Industry tracker Pharmarack Technologies ne bataya ki March mein Tirzepatide (Mounjaro) ki sales mein kaafi girawat aayi hai. February mein jo ₹135 crore thi, woh March mein gir kar sirf ₹114 crore reh gayi. Ye lagbhag 16% ka dip hai. Wahi, semaglutide ki sales March mein ₹59 crore ho gayi, jo February mein ₹48 crore thi. Overall GLP-1 agonist ki segment ki sales bhi March mein ₹180 crore thi, jo February ke ₹191 crore se kam hai.
Kaun Hai King Market Mein?
Abhi tak lagbhag 13 companies ne 26 tarah ke generic semaglutide versions launch kar diye hain, aur aur bhi aane wale hain. March mein Novo Nordisk ne Ozempic, Wegovy, aur Rybelsus se sabse zyada ₹45 crore ki sales ki. Lekin bhai, Indian companies bhi peeche nahi hain. Torrent Pharma ne ₹4.7 crore, Dr. Reddy's Laboratories ne ₹1.9 crore, Zydus Lifesciences ne ₹1.4 crore, Lupin ne ₹1.4 crore, aur Sun Pharma ne ₹0.90 crore ki sales ki hai.
Sheetal Sapale, jo Pharmarack mein Commercial ke Vice-President hain, unhone isko "classic 'gold rush phase'" bola hai. Unka kehna hai ki bahut log enter kar rahe hain, par asli fayda kuch hi badi companies ko hoga.
Aage Kya?
Authorities ne kaha hai ki ye dawaan sirf eligible patients ko hi di jaani chahiye, par galat istemaal ki chinta abhi bhi hai. Experts bol rahe hain ki rules banenge, par usse generic launches ki speed rukne wali nahi hai. Lagta hai April 2026 tak ye growth exponential ho jayegi. Innovator companies jaise Novo Nordisk ab partners ke saath milkar apni quality aur market share badhane par focus kar rahi hain. Prices aage chal kar ek bada factor banengi.