Sreenu Balakrishnan

7 Global Leaders in Pharmaceutical Companies Vs 7 Indian Pharmaceutical leaders 1. Johnson & Johnson Known for its diverse portfolio of pharmaceuticals, medical devices, and consumer products. 2. Pfizer A leading biopharmaceutical company developing innovative medicines and vaccines. 3. Roche A global healthcare company focused on developing innovative medicines and diagnostics. 4. Merck & Co. A research-driven biopharmaceutical company developing innovative medicines and vaccines. 5. Novartis A global healthcare company focused on developing innovative medicines and treatments. 6. GlaxoSmithKline A global healthcare company developing innovative medicines, vaccines, and consumer healthcare products. 7. AstraZeneca A global biopharmaceutical company focused on developing innovative medicines and treatments. 7 Indian Pharmaceutical Companies 1. Sun Pharmaceutical Industries A leading pharmaceutical company in India with a strong presence in generics and specialty medicines. 2. Dr. Reddy's Laboratories A multinational pharmaceutical company developing and marketing generic medicines and APIs. 3. Cipla A leading pharmaceutical company in India with a strong presence in generics and respiratory medicines. 4. Aurobindo Pharma A leading pharmaceutical company in India with a strong presence in generics and APIs. 5. Lupin A multinational pharmaceutical company developing and marketing generic medicines and APIs. 6. Torrent Pharmaceuticals A leading pharmaceutical company in India with a strong presence in various therapeutic segments. 7. Glenmark Pharmaceuticals A research-driven pharmaceutical company developing innovative medicines and APIs. Synergistic Solutions The collaboration between global leaders and Indian pharmaceutical companies tie ups. A-Healthcare Market Reach Expanding the market reaches and increasing accessibility to medicines globally. B- Innovation in Critical Care Treatments Developing innovative treatments for critical care conditions such as cancer, cardiovascular diseases, and infectious diseases. C- Transplantation Developing innovative medicines and treatments for transplantation and organ rejection. D- Charity Collaborating on charitable initiatives to improve healthcare access and outcomes in underserved communities. E- Global Reach Leveraging global networks and expertise to develop and market medicines globally. Benefits The collaboration can benefit both global leaders and Indian pharmaceutical companies by: Enhancing Innovation Combining expertise and resources to develop innovative medicines and treatments. Increasing Market Access Expanding the market reaches and increasing accessibility to medicines globally. Improving Healthcare Outcomes Developing effective treatments and improving healthcare outcomes for patients globally. By collaborating, global leaders and Indian pharmaceutical companies can create synergistic solutions that benefit patients, healthcare providers, and the pharmaceutical industry.

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🚀 Top 40 Indian Pharma Leaders – June 2025 Snapshot! The Indian Pharmaceutical Market (IPM) clocked in a massive ₹19,835 Cr in June ’25, growing at 11.55%. Curious who’s leading the charge? 🔹 #1: SUN Pharma continues to dominate with ₹1602 Cr in monthly sales and 12.08% YoY growth. 🔹 Fastest Movers (Growth % in June ’25): P&G Health: ⚡18.06% INDOCO: ⚡15.45% JB Pharma: ⚡15.04% JANSSEN: ⚡14.85% 🔹 Consistent Giants: ABBOTT, CIPLA, MANKIND, ALKEM, INTAS, TORRENT, LUPIN – All clocking above ₹670 Cr this month with steady double-digit growth. 💡 Key Insights: 7 of the Top 10 players showed >10% growth, signaling strong demand and market momentum. Domestic brands like Emcure, Zydus, and Macleods are competing fiercely with MNCs on both value and volume. Even mid-sized firms like Franco, Fourrts, and Ajanta posted double-digit growth, showing how innovation + agility = scale. 📊 Whether you're a marketer, investor, or pharma professional, this list shows who's thriving and where the winds are blowing in IPM. ➡️ Tag your team, celebrate your wins, or comment with your predictions for July! #PharmaLeadership #IPM2025 #IndianPharma #HealthcareGrowth #PharmaInsights #BusinessIntelligence #LinkedInGrowth #MarketAnalysis #IQVA #PharmaTrends #GrowthMindset

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🔬💰 The Patent Cliff: Big Pharma’s Multi-Billion Dollar Achilles Heel 💊📉 As we enter a new cycle of blockbuster drug expirations, the “Patent Cliff” is once again looming large over the pharmaceutical industry. By 2032, patents for numerous high-revenue therapies—including biologics and specialty drugs—are set to expire. The result? Billions in lost revenue and a flood of generics and biosimilars hitting the market. 📉 Key Impacts: * Shrinking margins for top pharma players * Intensified competition from generics & biosimilars * Pressure to replenish pipelines through R&D, M&A, or licensing * Strategic shifts toward rare diseases, cell & gene therapies, and digital therapeutics 📌 Notable Examples: * Keytruda (Merck) – Patent expiry expected by 2028, with ~$20B in annual sales at stake * Eylea (Regeneron), Ozempic (Novo Nordisk), and many others are not far behind 💬 What strategies are pharma companies using to navigate this cliff? Is innovation keeping pace with loss of exclusivity? ➡️ Are we heading for a crisis—or a wave of opportunity? #Pharma #PatentCliff #DrugPatentExpiry #LifeSciences #Biosimilars #PharmaStrategy #RandD #Biotech

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The USFDA isn’t a hurdle. It’s a growth strategy 📈 Every company dreads inspections. But here’s the truth: ▪️ The most resilient Indian pharma companies embrace the USFDA — and build to meet it. ▪️ A successful USFDA audit isn’t just a compliance win. It’s a passport to global trust, investor confidence, and long-term margins. Instead of fearing the regulator, let’s build for the world 🌍 That’s how Indian pharma scales.

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For those of you who think numbers matter, listen to this closely. Over 1.5 million new cancer cases are diagnosed in India every year. Sadly, the oncology market is projected to grow at over 12% CAGR between now and 2030. But numbers don’t tell you the other side of the story. About the father who sold his land to fund treatment for his wife or the young mother who delayed care because the cost felt impossible. Working in a sensitive industry like #pharma, these stories are a part of my work. I have known families who chose between survival and their life savings. Unfortunately, many times, nothing works too. This is where oncology biosimilars are rewriting the story. They offer the same therapeutic efficacy and safety as innovator biologics, but at a fraction of the cost. That means more patients get access, and healthcare systems can stretch their budgets further. India is uniquely positioned here. We have the manufacturing scale, scientific expertise, and now, increasing government support through initiatives like PLI and biotech parks. Partnerships with global pharma, the rise of CDMOs, and a curated pipeline from Indian companies are accelerating this shift. At Pinnacle, I’ve watched our teams harness this by navigating complex R&D cycles, regulatory demands and so much more. Not just to launch a product, but to ensure that treatment isn’t out of reach for those who need it most. Yes, the oncology market will grow. But the real test is whether that growth translates into accessibility and impact. #OncologyBiosimilars #CancerCare #PharmaLeadership

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Turning Tariffs into Transformation: Why Indian Pharma Must Seize This Moment Chakravarthi AVPS The announcement of a new 25% U.S. import tariff under President Donald Trump’s policy shift sent a jolt through many Indian industries. While the pharmaceutical sector may be temporarily exempt, we’d be wise not to mistake this for immunity—it’s a reminder that global trade winds can change suddenly and sharply. India’s pharmaceutical exports reached an impressive $29 billion last year, with over $9 billion going to the United States alone. Our dominance in the generics space—where we offer drugs 80–90% cheaper than U.S. counterparts—has long been our moat. But that same cost leadership is now threatened, and with it, our strategic advantage. If tariffs extend to pharma, we could see margins shrink by around 20%, and exports to the U.S. dip by around 1.5 billion (even I am not sure about this). And yet—this isn’t just a crisis. It’s a call to adapt, innovate, and lead. *The Short-Term Reality: Hold Ground, Strengthen Voice In the next few months, our focus must be on stability and advocacy: • Engage U.S. counterparts via bilateral dialogue, emphasizing that India supplies 40% of the American generics market and is a linchpin in managing U.S. drug shortages. • Create export buffers by establishing inventory and logistics hubs closer to U.S. demand centers. • Share potential tariff costs smartly—exporters may need to absorb big time , negotiating the remainder with U.S. partners to keep access uninterrupted. *Medium-Term Strategy: Diversify, Deepen, Develop In One to 3 years, the Indian pharma sector must pivot towards risk dispersion and growth outside the U.S.: • Expand exports to the EU and UK, aiming to grow their share from 20% to 30%. These markets offer regulatory alignment and high-volume demand for generics. • Target Africa and LATAM with anti-infectives, chronic disease treatments, and contract manufacturing—with smart supply chain strategies tailored to cost-sensitive markets. • Invest locally in the U.S. like some companies already have, using local manufacturing to bypass future tariff risks and gain proximity to insurers and healthcare providers. *Long-Term Vision: Reinventing as Global Health Innovators The next 3–5 years offer us a chance to transition from volume players to value creators: • Build biosimilars and biotech capabilities. The U.S. biosimilars market is forecast to reach around 100 billion by 2030—India should aim for a 5–10% share by leveraging cost-competitive R&D. • Shift to complex generics and innovative therapeutics through heavy investment in domestic pipeline development, partnerships with academic institutions, and global clinical trials. • Position India as a strategic health ally, not just a supplier. Our role in ensuring global drug security should be formalized in trade negotiations and pandemic preparedness plans. **Please see balance content in a thread

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💡 Did you know about the joint venture between Piramal Pharma and AbbVie Therapeutics in India? This powerhouse partnership – Piramal Pharma (49%) and AbbVie (51%) – has quietly become a market leader in India’s ophthalmology space. 📊 In FY2025, the JV reported: ₹493 Cr revenue 28% PAT margin – a strong sign of profitability and operational efficiency What makes this JV stand out? ✅ Market Leadership – A dominant presence in ophthalmology, one of India’s fast-growing therapy areas ✅ Strong Field Force – 400+ employees, including a specialized sales force, driving reach and penetration ✅ Focused Portfolio – Leading brands in glaucoma, dry eye, infections & inflammation ✅ Key Brands – Refresh, Ozurdex, Combigan, Lumigan, Alphagan, Predforte – trusted by ophthalmologists across India 🚀 With AbbVie’s global innovation and Piramal’s India reach, this JV is a perfect example of how international–domestic collaborations can unlock value and scale rapidly. 👉 The bigger picture: As India’s healthcare sector evolves, such JVs could become the blueprint for accelerating access, expanding portfolios, and building category leadership in niche therapeutic areas. 🔍 What are your thoughts — will we see more global pharma players replicating this JV model in India? #Healthcare #Pharma #JointVenture #Ophthalmology #IndiaGrowth #AbbVie #Piramal

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🚨 Delhi High Court on “DMF Quality APIs” – A Case Every Pharma Professional Should Know 🚨 Recently, Mankind Pharma found itself in a legal tussle with the Advertising Standards Council of India (ASCI) over its campaign claiming that its medicines are made using “DMF Quality APIs”. 📌 What’s the issue? • DMF (Drug Master File) is a technical dossier submitted to USFDA and other regulators for API approval. • In India, DMF is not a mandatory requirement for APIs under the Drugs & Cosmetics Act. • A complaint to ASCI argued that Mankind’s ad could mislead consumers into believing that medicines without DMF are “inferior” or “unsafe.” ⚖️ Court’s Stand: The Delhi High Court (Dec 2023) allowed Mankind to continue running its advertisement but with a mandatory disclaimer: 👉 “DMF is not mandated under Indian law and is not a quality norm for products in India.” 💡 Why this matters for the industry? • Raises important questions about marketing ethics in pharma. • Shows how technical regulatory terms (like DMF) can confuse consumers if not explained properly. • Highlights the growing role of advertising compliance in healthcare. ✅ Takeaway: Transparency is good, but communication in pharma must balance consumer awareness, scientific accuracy, and regulatory boundaries. 🔍 What’s your view? Should Indian pharma companies use terms like “DMF quality” in consumer-facing ads, or should such claims be restricted to B2B/regulatory contexts? #Pharma #Compliance #Regulations #DMF #MankindPharma #HealthcareMarketing

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Some people read fiction in the summer. I prefer to follow stories that feel like fiction but are very real. Take Aurobindo Pharma’s bold attempt to break free from China’s grip on antibiotic intermediates. They invested over ₹2,700 crore to build a domestic Penicillin G (PenG) facility. A strategic move backed by India’s PLI scheme to restore local manufacturing of critical inputs. The plan was simple on paper: ✔️ Build. ✔️ Scale. ✔️ Reclaim margin and resilience. But then came March 2025. A fire broke out in the coal yard. Operations halted. Regulatory approvals delayed. Just as yields were improving, everything had to restart… and now, they need volume to break even, but yields aren’t yet stable. Aurobindo says the plant could eventually generate ₹1,000 crore+ in EBITDA but getting there won’t be easy. There’s no clear villain or hero. Just grit, risk, and the very real complexity of rebuilding industrial capacity in a globalised world. Much better than fiction. 📣 If you found this useful, please share it with your network so others can benefit. 🔔 Follow me and hit the notification bell to stay in the loop on future insights. #aurobindo #strategy #antibiotics #peng #api #generics

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