速递｜印度仿制药巨头已获司美格鲁肽批文！本地GLP-1药物市场已达100亿卢比

Core Insights - The article discusses the impending patent expiration of GLP-1 drugs, particularly semaglutide, in March 2026, which is expected to trigger a significant shift in the Indian market for these weight loss and diabetes medications [4][6] - Indian pharmaceutical companies are preparing to enter the GLP-1 market aggressively, with several firms already obtaining regulatory approvals to sell semaglutide formulations, indicating a pre-launch state [6][7] - The market for GLP-1 drugs in India has seen explosive growth, with the segment's size increasing from approximately 1.86 billion INR in November 2022 to over 10 billion INR by November 2025, reflecting a more than fivefold increase in just three years [6] Industry Dynamics - The Indian GLP-1 market is characterized by a competitive landscape where original drug manufacturers, like Eli Lilly and Novo Nordisk, are actively trying to maintain their market share through price reductions and product line expansions [7] - The outcome of ongoing legal proceedings regarding semaglutide's patent will significantly influence the market dynamics, with a ruling expected before the patent expiration [4][7] - The demand for GLP-1 drugs in India is anticipated to surge once price barriers are lowered, as the country has one of the largest diabetic populations globally, coupled with rising obesity rates [6]