Drugs at your door: Signs of a disruption taking shape in India

India Pharmacy Retail Quick Commerce: India's medicine delivery is seeing a change. Quick-commerce apps are making it easier to buy medicines regularly. While total sales are not growing much, people are buying more wellness products. Acute care medicines are seeing fewer sales. This shift is happening as more people shop online for health items. The market is changing, not booming yet.

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ORS sales melt in March after govt's stricter labelling norms

India’s oral rehydration solution (ORS) market has declined after regulatory action restricted the labelling of sugary drinks as ORS, affecting pharmaceutical companies that depend on seasonal demand.

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RPG Life Sciences bets big on API business, eyes GLP-1 entry by August-September

RPG Life Sciences is prioritizing its API business for future growth, planning a significant acquisition to scale operations. The company also aims to enter the GLP-1 weight-loss therapy market by August-September. Despite geopolitical risks, RPG Life Sciences is strategically focusing on niche, complex molecules and expanding into new therapy areas.

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Weight-loss drugs may also help cut alcohol intake: Study

A new study shows GLP-1 drugs like semaglutide may help reduce heavy drinking. A trial found weekly injections cut heavy drinking days by half. This drug, also used for obesity, showed significant results in adults with alcohol use disorder. The findings could impact millions globally. Further research is ongoing.

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KKR invests Rs 1,750 cr in Baby Memorial Hospital

KKR, the prominent US investment firm, has committed another ₹1,750 crore to Baby Memorial Hospital, elevating their overall investment to an impressive ₹5,100 crore in just a short span of two years. This Kozhikode-centered hospital chain is poised for significant regional growth. The capital will facilitate strategic acquisitions and further expansion, now boasting nine hospitals spread across three southern states.

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IHH-Daiichi legal battle nears verdict on September 10

A major legal battle between IHH Healthcare and Daiichi Sankyo is reaching its climax. IHH's subsidiary, NTK, is seeking JPY 200 billion in damages. The Tokyo District Court will deliver its judgment on September 10. This ruling follows NTK's allegations of Daiichi Sankyo obstructing its acquisition of Fortis Healthcare shares.

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AHH names Venkatesh Tarakkad as CFO; Ritesh Pandey moves to chief business officer role

Asia Healthcare Holdings has appointed Venkatesh Tarakkad as its new Chief Financial Officer and Head of Business Development. Tarakkad brings over three decades of experience in finance and mergers. He previously served as CFO at UpGrad. This appointment supports AHH's growth strategy. Ritesh Pandey moves to Chief Business Officer for new initiatives. AHH operates specialty healthcare brands across India.

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Sun Pharma to acquire Organon for $11.75 billion in India’s biggest pharma deal

Sun Pharma, led by Dilip Shanghvi, has agreed to acquire US-based Organon in an all-cash deal worth $11.75 billion, marking the largest acquisition ever by an Indian pharmaceutical company. The deal values Organon at $14 per share and gives Sun Pharma a major global expansion boost, including entry into the US women’s healthcare market and stronger presence across key international regions such as China, Europe, Korea, and Latin America.

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Organon gives Sun Pharma scale and reach, but challenge lies in integration, execution

Sun Pharma has acquired Organon & Co for $11.75 billion. This deal provides Sun Pharma with expanded global scale and commercial reach. It also offers diversification into new segments like women's health and biosimilars. The acquisition is expected to strengthen Sun Pharma's position for future growth. Managing integration and debt will be key.

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Sun Pharma: How a small Kolkata trader became a global buyout artist

Sun Pharma, led by Dilip Shanghvi, is poised for its largest overseas acquisition, a $12.5 billion deal for Organon & Co. This move continues Shanghvi's proven strategy of acquiring companies to fuel growth and global expansion. His approach prioritizes strategic advantage and turnaround potential, as seen in past landmark deals like Ranbaxy and Taro.

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Robotic joint replacement surgery and insurance: The gap patients should know about

Robotic surgery offers better outcomes for knee pain patients. However, many Indians cannot access this advanced treatment due to insurance limitations. Insurers should update policies to cover robotic procedures equally with traditional ones. This will improve patient recovery and reduce long-term healthcare costs. Aligning insurance with medical progress ensures better healthcare for everyone.

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ET Awards: Cyrus Poonawalla reflects on SII’s mission of affordable vaccines and saving lives worldwide

Cyrus Poonawalla began Serum Institute of India in 1966 with a goal to make India self-reliant in healthcare. His vision was to provide affordable vaccines and save lives. The institute has since become a global leader, supplying vaccines to over 100 countries. It played a crucial role during the Covid-19 pandemic. Poonawalla hopes his son Adar will continue this mission.

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Sun Pharma to buy Organon in $11.75 billion all-cash deal

Sun Pharmaceutical Industries has agreed to acquire U.S. drugmaker Organon & Co in an all-cash deal valued at approximately $11.75 billion, including debt. The agreement stipulates Sun Pharma will purchase all outstanding Organon shares for $14.00 per share. This acquisition will grant Sun Pharma full ownership of Organon, a company focused on women's health, biosimilars, and established medicines.

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ET Exclusive | Sun Pharma set to acquire Organon for $12.5 bn, its biggest till date

US company’s board meeting is happening this weekend to finalise decision; an announcement is imminent later tonight or by Monday. Mumbai HQed company pips the consortium of EQT-Gruenthal. Sun will pay $4.5 billion for Organon’s equity and inherit $8.5 billion of its debt.

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SC asks states, UTs to prepare action plan to implement guidelines for intensive care services

The Supreme Court has directed all states and Union Territories to develop realistic action plans for implementing minimum ICU standards. An expert-prepared guideline document will be shared, with a focus on identifying and prioritizing five essential manpower and equipment requirements. A compliance and monitoring mechanism is also mandated, with a three-week deadline for a final report.

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Sun Pharma looks to outshine rival bids with $13 billion Organon offer

Sun Pharmaceutical is making its biggest move yet with a $13 billion offer for Organon & Co. This ambitious bid aims to transform the Indian drug giant into a global leader in branded and innovative medicines. Sun Pharma is competing with other major players for the US company. The deal, if successful, would see Organon merge with Sun Pharma.

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Sun Pharma wins trademark case against Navi Mumbai company

The Bombay High Court has ruled against a Navi Mumbai drugmaker. The court prohibited the use of brand names 'Absun' and 'Absun Pharma'. This decision favors Sun Pharmaceutical Industries in a decade-long trademark dispute. The court found the names deceptively similar to Sun Pharma's established marks. The ruling prevents confusion among consumers in the pharmaceutical market.

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Premji Invest takes stake in NewEra Hospitals to expand capacity, strengthen advanced care network

Premji Invest is backing NewEra Hospitals with a new investment. This funding will help NewEra expand its hospital capacity to 800 beds. The platform will also scale advanced specialty care across Maharashtra. NewEra currently operates three hospitals with 350 beds. The company plans to add three more hospitals in Nagpur. This expansion aims to improve access to high-complexity medical care.

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Different packaging, typos expose fake Mounjaro racket

Gurugram authorities uncovered a counterfeit Mounjaro operation. Police seized fake diabetes and weight loss injections valued at ₹70 lakh. The alleged mastermind, Avi Sharma, procured raw materials from China. The investigation revealed significant differences in packaging and typographical errors on the fake products. Sharma was arrested for producing these illicit drugs to increase his income.

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Cipla gets USFDA nod for generic respiratory issues treatment inhalation aerosol

Pharma major Cipla has secured final approval from the US health regulator for its generic albuterol sulfate inhalation aerosol. This marks a significant milestone for Cipla, reinforcing its leadership in the respiratory segment. The approval enhances Cipla's US portfolio, offering a therapeutic equivalent to a key branded medication.

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USFDA issues Form-483 with 5 observations to Ajanta Pharma's Paithan facility

Ajanta Pharma said the US FDA has issued Form-483 with five observations after inspecting its Paithan manufacturing facility in Maharashtra from April 13–21, 2026. The company stated it will respond within the stipulated timeframe, while noting that Form-483 is issued when inspectors observe potential regulatory violations.

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Lupin launches generic anti-diabetic tablets in US

Pharma major Lupin has launched its generic anti-diabetic medicine in the United States. The medicine is dapagliflozin and metformin hydrochloride extended-release tablets. The US Food and Drug Administration approved the drug. Lupin's product is bioequivalent to Xigduo XR. This launch offers a new treatment option for diabetic patients in the US.

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Govt's ammonia rule to hurt pharma cos as directive restricts sale of surplus to fertiliser firms

India’s pharmaceutical industry faces a potential raw material crunch after the government restricted surplus ammonia supply to fertiliser use. Drugmakers warn the move could disrupt API production, cause medicine shortages and impact exports, as ammonia is a critical input and alternative sourcing options remain limited.

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Obesity drug market to gain as Indians pop the pill and Chinese bring more

India's obesity treatment market is set for a major shift by year-end. A wave of oral GLP1 weight-loss pills, including those from China, will soon be available. These pills offer a cheaper and easier alternative to injections. Experts anticipate greater patient adoption due to convenience and affordability.

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Counterfeit Mounjaro case: Eli Lilly issues statement after Gurugram drug racket exposed

Gurugram's law enforcement has taken a bold step by breaking up a ring creating counterfeit Mounjaro injections, with two individuals now in custody for their role in the illicit trade of diabetes and obesity medications. The illicit enterprise involved importing raw materials from China and manufacturing the injections in a private home.

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Bain Capital sole contender for Vitabiotics buy

TPG, EQT chose to opt out from final bids. UK’s largest nutraceutical company with operations in India, UK, China exports to 100 countries. Company was originally valued at £900 mn.

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Drug regulator oversight sought for nutraceuticals; NGO flags quality, pricing concerns

A Gujarat NGO is pushing the government to regulate nutraceuticals like medicines. They cite concerns about product quality and unregulated prices. The NGO wants these health supplements to be overseen by drug regulators, not food safety authorities. This move aims to ensure better standards and fair pricing for consumers across India.

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Weight-loss drug craze for Ozempic, Mounjaro surges in India amid safety concerns

In India, appetite for weight-loss drugs is on the rise, with consumers increasingly turning to injectables such as Mounjaro and Ozempic for gradual weight reduction. Healthcare professionals are urging the need for stringent regulations to prevent misuse and improper marketing.

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India medical tourism slips below pre-Covid peak amid geopolitics, visa delays and rising Asian competition

India's medical tourism is facing challenges. Arrivals have dropped significantly below pre-Covid levels. Geopolitical tensions and visa delays are impacting the sector. Competition from other Asian nations is also a factor. Industry leaders suggest focusing on high-tech, reliable healthcare delivery to attract international patients. Improvements in ties with Bangladesh could help reverse the trend.

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Poonawalla's clear shot at access for all via route social

Cyrus S Poonawalla, chairman of Serum Institute of India, has created a legacy where business and social impact go hand in hand. His vaccines have saved over 30 million lives worldwide. The institute's founding values of affordability, quality, and access continue to guide its global efforts. The Villoo Poonawalla Foundation also drives philanthropy in healthcare, education, and community development.

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Mankind Pharma’s Rx for success: Aatmanirbhar push, affordable care

Mankind Pharma, guided by Ramesh and Rajeev Juneja, is a leading Indian pharmaceutical firm. The company focuses on mass-market drugs and has expanded into chronic and specialty treatments. With over 75% of manufacturing in-house, Mankind Pharma emphasizes quality, affordability, and accessibility. They are investing in innovation and digital capabilities to meet growing healthcare needs.

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Alembic Pharma gets USFDA nod for generic cancer, arthritis injection

Alembic Pharmaceuticals has received final approval from the US Food and Drug Administration for its generic methotrexate injection, used to treat multiple cancers and arthritis conditions. The approval covers key dosage formats and confirms therapeutic equivalence to the reference drug by Hospira, enabling Alembic to market the injectable in the US. Methotrexate is widely used for treating cancers such as leukemia, osteosarcoma and breast cancer, as well as conditions like rheumatoid arthritis and severe psoriasis.

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Eye on aspirational India, medical tourism, Max Healthcare steps up bed capacity expansion

Max Healthcare Institute Ltd is expanding capacity to 10,000 beds over the next 3–4 years, investing ₹4,000–5,000 crore to meet rising domestic demand and boost medical tourism.

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Dr Reddy's gets nod to roll out generic oral semaglutide drug

"The formulation was clinically evaluated in a head-to-head comparative study conducted in India, which established the non-inferiority to Novo Nordisk's oral semaglutide (Rybelsus brand). Based on this clinical evidence, our product has received regulatory approval in India under the biosimilar regulatory pathway," a company spokesperson said.

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Iran war impact: Essential drugs may cost up to 5% more, for now

The immediate net consumer impact could be 3-5% higher prices, or roughly similar to what consumers paid before the late-September cuts in GST rates. The industry expects the price increase to be in place for 3-4 months, with a rollback option once input costs stabilise.

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KKR-backed Baby Memorial to acquire 60% stake in Star Hospitals for ₹1,800 crore

Baby Memorial Hospital will acquire around 60% stake in the Hyderabad hospital chain's parent company, Unimed Healthcare.

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PM's AYUSH Premium Mark push sparks rise in global demand for 'Made in India' homeopathy: Experts

India's homeopathy sector is experiencing a significant surge in demand, both domestically and internationally. This growth is attributed to the government's AYUSH Premium Mark and NABL accreditation initiatives, which have enhanced quality assurance and global credibility for "Made in India" medicines. These certifications are fostering trust and enabling Indian companies to compete effectively in regulated markets.

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Bajaj Group enters healthcare: Rs 2,500 crore investment for integrated network

The Bajaj Group is entering the healthcare sector with an initial investment of Rs 2,000-2,500 crore to build Bajaj Integrated Health Systems (BIHS). This new entity will focus on an integrated continuum of care, including hospitals, day clinics, and home services, aiming for a pan-India footprint within 10-15 years.

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Marengo Asia Hospitals aims to raise ₹500 cr via 10% stake sale

Marengo Asia Hospitals is seeking to raise ₹500 crore by selling a 10% stake, valuing the company at approximately ₹5,000 crore. The hospital chain, backed by Samara Capital and promoter families of Godrej and Havells India, operates eight hospitals across multiple regions. The funds will be used to further expand its network through acquisitions.

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India Pharma 2026 event: Nadda lays out road map for India to take global pharma leadership role

India Pharma Conference: India is set to become a global leader in advanced medicines like biologics and biosimilars, Union Minister J P Nadda said, underlining the need for stronger research and investment. The government is implementing initiatives like Biopharma SHAKTI and PLI schemes to boost domestic manufacturing and self-reliance, he further said.

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Jhunjhunwalas-backed IKS healthcare looks to acquire TruBridge for $600 million

Nasdaq-listed company will be largest buyout for tech company till date. Will give boost for revenue cycle management offerings.

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High Court relief to Sun Pharma, Ahd Co barred from using 'Esiraft'

Sun Pharmaceutical Industries has received a significant legal victory. The Bombay High Court has stopped Meghmani Lifesciences from using its product mark 'Esiraft'. This decision comes after Sun Pharma alleged trademark infringement and passing off rights concerning its brand 'Raciraft'. The court found the marks visually and phonetically similar, likely to cause confusion among consumers.

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Retatrutide: Can this shot make you lose weight & live longer, too?

A new weight-loss drug, retatrutide, is generating excitement. This investigational medicine targets three hormone receptors, offering a potential breakthrough for diabetes and obesity. Experts believe it could also contribute to longevity goals. Clinical trials show significant weight loss. Retatrutide's unique triple-action mechanism sets it apart from existing treatments, promising a new era in metabolic health management.

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Pharma and healthcare companies to face continued margin pressure: HDFC Securities

The Indian pharmaceutical and healthcare sector is expected to see moderate revenue growth, with EBITDA margins remaining flat, in the March quarter, according to a brokerage report by HDFC Securities. "We project sales/EBITDA growth of 11%/6% YoY for our coverage universe," the brokerage added.

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Tiny hearts, big cardiac concern in India

A screening program in Raipur, Chhattisgarh, has found over 100 children with heart defects. Sixteen have undergone surgery, with more planned. This initiative, Project Dhadkan, aims to detect hidden heart risks early. Experts estimate many Indian children are born with such conditions. Early detection and treatment are crucial for normal lives. The program offers free screening and surgeries.

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Sun Pharma closes in on Organon buy, gets set for $12 billion binding bid

Due diligence is complete, financing banks & advisors picked for biggest cross border pharma M&A by Indian pharma company. 2 other global suitors in fray.

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Iran conflict: Pharma supply chains may take months to recover

The recent ceasefire in the Iran conflict is a much-needed breath of fresh air for India's pharmaceutical sector, potentially rejuvenating exports. Nevertheless, industry specialists warn that it may take considerable time for supply chains to fully recover. Although raw material costs are projected to decrease slowly, West Asia remains a crucial market for Indian generics.

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Drugmaker Granules to tighten oversight after US FDA warning, executive says

The company, which is globally one of the largest paracetamol makers and a major player in the active pharmaceutical ‌ingredients market, derives ⁠a ⁠bulk of its revenue from the US.

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Govt ramps up feedstock supplies to pharma sector amid West Asia disruptions

India's government is boosting petrochemical feedstock for drug makers. This ensures essential medicines remain available as global supply chains face disruptions. Indian refiners are now supplying key inputs like propylene, ammonia, and methanol. Customs duties have also been reduced to ease costs. Domestic drug prices are stable.

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Indian drugmaker Granules to tighten oversight after US FDA warning, exec says

Amid growing scrutiny from the U.S. FDA over documentation practices and contamination issues, Granules India is reinforcing its manufacturing framework. The company is turning to advanced digitization and automating record management to bolster data accuracy and compliance. By instituting these reforms, Granules India is proactively tackling regulatory challenges while ensuring excellence in product quality across all facilities.

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Novo Nordisk’s weight-loss drug patent loss sparks a ‘gold rush’ for generic drugmakers

India's weight-loss drug market is seeing a major shift. Generic versions of Novo Nordisk's semaglutide are now available at lower prices. This is impacting Eli Lilly's drug sales. The market is expected to grow significantly. Indian drugmakers are launching these affordable alternatives rapidly. This marks a new era for obesity treatments in the country.

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Centre to soon set up a digital portal to track narcotic drugs

The proposed platform will enable real-time, end-to-end digital tracking of all regulated pharmaceutical products, covering every stage from manufacturing or import through distribution, stock management and sale.

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IHH Healthcare aims to hike its stake in Fortis to 50%: CEO Prem Kumar Nair

IHH Healthcare sees India as a major growth market. The company plans to increase its stake in Fortis Healthcare. IHH aims to expand its hospital bed count to 10,000 by 2030. Investments will focus on existing Fortis locations and integrating Gleneagles facilities. The group is also repositioning its diagnostics arm.

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Biocon rolls out two biosimilars in US market

Biocon has launched two new biosimilar medicines, Bosaya and Aukelso, in the United States. These drugs treat serious bone conditions. They are now available through specialty pharmacies and healthcare providers. The US Food and Drug Administration previously approved them. This launch expands Biocon's portfolio and aims to provide affordable treatment options for patients.

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Corporate India brings health intelligence to the fore as preventive care surges: Report

A wave of change is sweeping through Indian businesses as they embrace the significance of employee health. The rise in annual medical screenings and a boost in doctor consultations signify this shift. Young adults, particularly those from Gen Z and the millennial cohort, are at the forefront of this health revolution, demanding mental wellness support as a vital employee benefit.

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AI in Pharma: How India's Drug Giants Are Betting Big on Artificial Intelligence

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Capital with purpose: How capital markets are shaping the future of medicine with Dheeraj Chinthalapelly

Dheeraj Chinthalapelly, with a decade and a half of experience in global capital markets, shares his journey navigating the biotech investment banking, highlighting his focus on capital raising and mergers and acquisitions. He emphasises the importance of advising companies that bring scientific innovation to patients, navigating the evolving biotech capital markets, and prioritising long-term value creation.

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Gut response! After protein, it’s fibre’s moment on the shelf

Social media is buzzing with 'maxxing' diet trends, focusing on extreme protein and fiber intake for better health. While these nutrients are important, experts warn that more is not always best. Companies are capitalizing on this, but a balanced approach is key. Consult a doctor for personalized advice. Real food remains the best source for optimal well-being.

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Grey Market: India is ageing faster than its care systems can keep up. A new wave of startups is trying to bridge that gap

A growing number of cases of memory loss and dementia are highlighting India’s lack of early intervention and eldercare support, as the country faces a rapid rise in its ageing population. India has nearly 100 million people above 60, a number expected to exceed 300 million by 2050.

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Work on reducing import dependence for raw materials: Commerce Secretary Rajesh Agrawal to pharma industry

Commerce Secretary Rajesh Agrawal has called on India's pharmaceutical sector to boost domestic production and reduce reliance on imported raw materials. He emphasized diversifying export markets to navigate global uncertainties. Agrawal stressed the need for India to become a global hub for quality and cost-effective medicines. The focus is on innovation and moving towards a value-driven industry.

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Lalitpur Pharma Park gets export push as UPSIDA, JNPA sign pact

Uttar Pradesh State Industrial Development Authority and Jawaharlal Nehru Port Authority have partnered. This agreement aims to make the Lalitpur Pharma Park a global export hub. The collaboration will connect northern India's industrial regions to international markets. This strategic move will boost pharmaceutical exports and imports. It will also enhance logistics for manufacturers.

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India’s pharma exports stay resilient amid global headwinds, near $29 billion mark

Indian pharmaceutical exports are performing strongly. Shipments neared $29 billion by February this financial year. This growth continues despite global market volatility. Formulations, biologicals, vaccines, and Ayush products are leading the surge. The sector is poised for significant expansion by 2030. India remains a vital global supplier of affordable medicines.

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Govt orders safety review of popular weight-loss drugs amid rising demand

Indian authorities are increasing vigilance on popular weight loss drugs. The Indian Pharmacopoeia Commission will now compile reports on adverse events. This move aims to ensure safety and timely action. Generic versions of these drugs are expected to become widely available soon. Regulatory bodies are also cracking down on misleading advertisements for prescription medicines.

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Why healthcare access still depends on affordability in India, and how universal insurance may change that

India's healthcare system faces affordability challenges despite infrastructure advancements, with out-of-pocket spending causing financial stress. Universal health insurance and digital integration are crucial for equitable access, preventive care, and a patient-focused model. Expanding infrastructure beyond metros and adopting holistic approaches are key to reducing inequality and improving outcomes.

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India's 'Mounjaro brides': Weight-loss injections become part of pre-wedding preparation

With wedding season in full swing, Indian health clinics are rolling out specialized weight-loss packages that include popular drugs such as Mounjaro and Wegovy. This emerging trend underscores the immense societal pressure to achieve a perfect look in a short span of time.

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Indian pharma sector faces supply risk amid West Asia conflict despite duty waiver

India's pharmaceutical industry faces ongoing concerns about securing essential petrochemical supplies due to the West Asia conflict. While a customs duty waiver offers some cost relief, industry experts highlight supply chain disruptions and timely movement as the primary challenges. The government's intervention aims to stabilize supply and lower input costs for critical sectors.

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Emcure cuts semaglutide injection price by average 47%

The starting dose price is cut by 55% to Rs 3,999 per month (four weekly doses). The innovator semaglutide is available in a once-weekly pen device in five strengths of 0.25 mg, 0.5 mg, 1.0 mg, 1.7 mg and a maintenance dose of 2.4 mg with the highest dose priced at Rs 8,999 for a month’s supply.

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Emcure slashes prices of weight management drug Poviztra by up to 55%

Emcure Pharmaceuticals is making its weight management drug Poviztra more accessible. The price of the semaglutide injection will be cut by up to 55 percent. This change begins on April 3, 2026. The aim is to help more people manage obesity. This move supports Emcure's commitment to better health outcomes.

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Lilly's weight-loss pill wins US approval, sets up next battle with rival Novo Nordisk

The US FDA has approved Eli Lilly's new weight-loss pill, Foundayo. This marks a significant step in the ongoing competition with rival Novo Nordisk in the GLP-1 medicine market. Foundayo is an oral medication offering a new option for weight management. Lilly plans to launch the pill soon, with further global approvals expected this year.

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Govt cracks down on GLP-1 drugs: Safety first amid weight-loss hype

India's government has released strict rules for GLP-1 drugs, used for diabetes and obesity. These powerful medications are now prescription-only, requiring specialist doctors. Unsupervised sales are banned. Inspections are increasing, with penalties for rule-breakers. Patients must use these drugs only under medical care to avoid side effects. This move ensures safe use and protects public health.

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