Sun Pharma Glenmark AI: Drug Discovery Ka Future Set Hai!

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AuthorIshaan Verma|Published at:
Sun Pharma Glenmark AI: Drug Discovery Ka Future Set Hai!
Overview

Sun Pharma aur Glenmark Pharmaceuticals, India ke do bade pharma players, ab drug banane ke complex process ko tez karne aur cost kam karne ke liye Artificial Intelligence (AI) ko fully adopt kar rahe hain. Isse naye medicines market mein jaldi aa jayengi aur company ki competitive edge badhegi.

Pharma world mein ek naya trend chal raha hai jahan companies Artificial Intelligence (AI) ko apna kar drug discovery ko next level par le ja rahi hain. Sun Pharma aur Glenmark Pharmaceuticals bhi is race mein sabse aage hain. Yeh sirf technology adopt karna nahi hai, balki naye medicines ko market mein lane ka time aur paisa kam karne ka smart tareeka hai. Sun Pharma ke Executive Chairman, Dilip Shanghvi, toh keh rahe hain ki AI se drug development process mein "1.5 saal" tak ka time bach sakta hai! Glenmark ke Chairman, Glenn Saldanha bhi maan te hain ki AI, clinical trial data analyse karne aur regulatory filings ko tez karne mein bahut helpful hoga.

Poori duniya mein pharma companies AI par khoob paisa laga rahi hain. Last year (2025) mein hi around "$6.93 billion" invest hue the, aur yeh figure "$16.5 billion" tak pahunchne wala hai 2034 tak. Glenmark ke liye toh yeh innovation ka fayda bhi dikh gaya hai jab unki subsidiary IGI ne blood cancer drug ISB2001 ko AbbVie ko "$1.9 billion" mein out-license kiya, jismein "$700 million" upfront mil gaye. Sun Pharma bhi apne revenue ka "20%" innovative products se kamati hai, so woh bhi is shift par focus kar rahe hain.

Sun Pharma, India ki sabse badi pharma company, jiska market cap lagbhag "₹4.09 trillion" hai aur TTM P/E ratio "37.44" ke aas paas hai, ne R&D mein "₹782 crore" lagaye hain Q2 FY26 mein ("5.40%" revenue ka). Analysts ka 'Buy' call hai aur target price "₹1,963.26" hai, matlab "15%" se zyada ka upside possible hai. Wahi, Glenmark Pharmaceuticals, jiska market cap "₹57,286 crore" hai aur TTM P/E ratio "53.8" hai, bhi innovation par zor de raha hai. Analysts ka in par bhi 'Buy' rating hai aur average 12-month price target "₹2,192.67" hai, matlab lagbhag "8%" ka upside.

India mein bhi lagbhag "20%" pharma firms AI use kar rahi hain, aur 2026 tak yeh sirf experiment se actual use mein aa jayega. Globally, "95%" pharma and biotech companies AI mein invest kar rahi hain, aur yeh spend "$4 billion" (2025) se "$25 billion" (2030) tak jayega. Competitors jaise Dr. Reddy's Laboratories ne toh AI-assisted platform 'Aurigene.AI' launch kiya hai, jismein chemical design se testing tak ka cycle time "35%" kam hua hai. AI in drug discovery market bhi "$6.93 billion" (2025) se badh kar "$16.52 billion" (2034) hone wala hai, CAGR "27%" ke saath.

Par sab kuch itna smooth nahi hai. Naye R&D mein bahut zyada paisa lagta hai aur results ki guarantee nahi hoti. Glenmark ka high P/E ratio "53.8" dikhata hai ki investors ko growth se bahut umeed hai, agar growth kam hui toh stock mein volatility aa sakti hai. Sun Pharma ka P/E "37.44" bhi kuch kam nahi. Naye drugs ke liye regulatory approval bhi time leta hai. Aur jab sab companies AI use karne lagengi, toh is technology se milne wala advantage kam ho jayega. US policy changes bhi Sun Pharma ke liye challenge ban sakte hain.

Overall, analysts dono companies par bullish hain. Sun Pharma ko MarketsMojo ne 'Buy' rating di hai, target "₹1,963.26". Glenmark Pharmaceuticals par bhi 12 analysts ka 'Buy' consensus hai, target "₹2,192.67". Pharma market mein AI ka role badhta jayega aur yeh trend "27%" ke CAGR se grow karega. Isliye Sun Pharma aur Glenmark ki AI mein investment future ke liye sahi lagti hai.

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