Pharma giants Novartis aur Eli Lilly ab Kerala High Court mein ek petition se lad rahe hain. Maamla breast cancer drugs ke mehenge daam ka hai, jo investors ke liye ek bada regulatory warning sign ho sakta hai.
Court mein kyu khich gayi hai taan?
Kerala High Court mein ek aisi petition file hui hai jo pharma sector ki neev hila sakti hai. Petitioners ka kehna hai ki breast cancer ki dawaiyan—Ribociclib (Novartis) aur Abemaciclib (Eli Lilly)—bahut mehengi hain aur sarkar ko inke daam kam karne ke liye intervene karna chahiye. MNCs ka kehna hai ki ye patent-protected drugs hain aur innovation ke liye pricing zaruri hai.
Global Profit vs Indian Sales ka chakka
Court mein jo data samne aaya hai, wo shocks dene wala hai. 2020 se 2025 ke beech, Novartis ki Ribociclib ne global market mein $12.7 Billion kamaye, jabki India ka contribution sirf $55.7 Million (total ka 0.4%) tha. Waise hi, Eli Lilly ki Abemaciclib ne $19.6 Billion global revenue generate kiya, jisme India ka hissa sirf $31.5 Million raha.
Manufacturing cost vs Retail price ka game
Sabse bada sawaal pricing transparency par uth raha hai. Reports ke mutabik, ek mahine ka Ribociclib regimen banane ka kharcha ₹5,100 se ₹7,750 ke beech padta hai, lekin market mein ye ₹78,400 mein bik rahi hai! Pharma companies iska bachav R&D costs ($2.6 Billion tak ka claim) se kar rahi hain, lekin analysts ko lagta hai ki ye figure inflated ho sakta hai.
Investors ke liye kya hai Khatra?
Agar National Pharmaceutical Pricing Authority (NPPA) ne Drug Price Control Order (DPCO) ke tehat action liya, toh MNC pharma companies ke margins par tagda asar pad sakta hai. Agar court ne prices kam karne ka order diya, toh ye aage jaakar patented drugs ke liye ek precedent ban jayega. Pharma sector mein invest karne waalon ko ab court ki har sunwai aur government ke agle kadam par nazar rakhni hogi, kyunki ye oncology drug market ki profitability ko badal sakta hai.