Lilly(US:LLY) 智通财经网·2025-06-20 11:08Group 1 - Eli Lilly's drug Mounjaro has received a "positive" response in the Indian market, with the company emphasizing its commitment to meet the demand in the world's most populous country [1] - Mounjaro was launched in India after Eli Lilly outperformed competitor Novo Nordisk in March, addressing the growing disease burden in a country with a population of 1.4 billion [1] - As of May, Mounjaro has sold 81,570 doses in India, generating approximately 239.4 million rupees (2.76 million USD), with a 60% increase in sales from April to May [1] Group 2 - The global demand for Mounjaro and Novo Nordisk's Wegovy has surged, leading to supply shortages in countries like the United States [1] - Since 2020, Eli Lilly has invested over 50 billion USD to expand production capacity to ensure global supply [1] - The prevalence of obesity and diabetes in India is rising, with a government survey indicating that 24% of women and nearly 23% of men aged 15-49 were overweight or obese from 2019 to 2021, up from 20.6% and 19% in 2015-2016 [1] Group 3 - Indian pharmaceutical companies are competing to develop cheaper generic versions of weight loss drugs, with the market expected to reach 150 billion USD by the early 2030s [2] - The active ingredient in Wegovy, semaglutide, is anticipated to have its patent expire in India in 2026 [2]