In an exclusive interview, Bayer’s global head of pharmaceuticals, Stefan Oelrich, said the company will intensify its push for tiered pricing in India. The move is linked to Bayer’s “tailormade India” portfolio and its broader investment plans in innovation, aiming to balance affordability with business sustainability.
Semaglutide API prices are falling sharply as global demand for weight-loss drugs like Ozempic and Wegovy drives rapid manufacturing expansion. With patents set to expire in key markets and Indian companies rolling out lower-priced generics, analysts expect additional price softening. The shift could widen access to these GLP-1 therapies for patients in the months ahead.
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A key committee reviewing India’s drug pricing reforms has been expanded to include patients, shifting the debate from numbers on paper to real healthcare impact. The move aims to make pricing decisions more grounded in affordability and access, potentially influencing how reforms are designed and implemented as stakeholders push for faster, fairer outcomes.
Mounjaro sales are sliding across India as Novo Nordisk drives a price war for Ozempic and Wegovy and cheaper semaglutide generics gain traction. Eli Lilly says it’s seeing increased competition but remains confident in Mounjaro’s differentiated benefits for users. The shift highlights how rapidly GLP-1 therapy markets are being reshaped by pricing pressure.
Indian pharma’s US outlook has improved after years of pressure from price erosion and compliance hurdles. Drug shortages have temporarily slowed price erosion, while launches of key generic drugs have helped companies regain footing. Yet the real question is sustainability: will the same conditions hold, or will competition and supply normalization bring renewed margin stress?
Trump has unveiled a deal with Regeneron aimed at lowering US healthcare costs under the most-favored-nation push. The company will cut prices for its drugs on Medicaid, and Praluent, a cholesterol medicine, is set to be sold for $225 on Trump’s discounted drug website. Regeneron also pledges major investment in US research and development.
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