My Pharma Reviews

All things pharma and transformation mypharmareviews.substack.com

My Pharma Reviews is a general podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts My Pharma Reviews, a general show with 0 episodes published.

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  My Pharma Reviews

  US Tariffs on Generic Medicines

  Jul 22, 202616 minS0

  <p>US President Donald Trump’s latest announcement on generic drug tariffs talks of 0% tariffs for two years (starting August 1, 2026), followed by 100% in Year 3, and 200% thereafter. This is seen as an effort to reshore generic manufacturing to the US and the phased structure gives international drugmakers a brief window to adapt before punitive import duties kick in. For the pharmacy of the world, the stakes could not be higher. With nearly 38% of India's global pharma exports ($9.7B+) bound for the US and filling almost half of all American generic prescriptions, Indian exporters face a critical structural shift.While the two-year gr...

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  My Pharma Reviews

  India's GLP-1 Shakeout Is Coming

  Jul 20, 202612 minS0

  <p>Morgan Stanley just called India the “blueprint” for global GLP-1 generics. The data backs it up. 26 generics, 13 companies, 6x volume growth in four months post-patent-expiry.</p><p>But their supply chain call doesn’t hold. They say there’s “no API bottleneck” coming. We’re already living the counter-example of Dr. Reddy’s semaglutide API halt this year cascaded straight through to white-label partners Torrent and USV. Aggregate Chinese capacity doesn’t protect you from a single-supplier quality event.</p><p>In this episode, I discuss the Morgan Stanley GLP-1 podcast:</p><p>* Why the $1B-by-2030 India number is a category call, n...

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  My Pharma Reviews

  The $300 Billion Super-Cliff

  Jul 14, 202626 minS0

  <p>The global pharmaceutical landscape is facing a $300 billion patent cliff between 2026 and 2031, but the size of the prize of this value has fundamentally changed. The era of the simple generic pill is giving way to complex peptides, advanced fermentation, and biologics. </p><p>As the recent July 2026 Semaglutide API quality snag at Dr. Reddy’s demonstrates, the primary risk for manufacturers has shifted from regulatory filing hurdles to scale-up validation and manufacturing consistency. This single supply disruption has reshaped near-term market share in the GLP-1 race, underscoring that cloning a molecule is no longer enough to win.</p><p>To...

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  My Pharma Reviews

  Dr. Reddy's Semaglutide Stall In The GLP-1 Race

  Jul 12, 202625 minS0

  <p>When Dr. Reddy’s Laboratories halted commercial supplies of its generic semaglutide injection due to an API scale-up impurity, it froze an outsized share of the fast-growing injectable pen volume in India, after triggering reciprocal recalls for B2B white-label partners like Torrent and USV. </p><p>While the public market has priced in the near-term financial penalty, it has largely missed the broader structural lesson that a single manufacturing node failure in Hyderabad can instantly paralyze multiple competing brands. This is not a drop in consumer demand, but a stark supply-induced stabilization that exposes the fragility of outsourced ma...

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  My Pharma Reviews

  The Culture Gap

  Jul 9, 202618 minS0

  <p>India’s capital markets are sophisticated at pricing high-ROE, low-capex, cash-generative generics franchises with predictable trailing earnings. That same logic applied to a company stepping up R&D and taking on debt to fund a platform bet, appears a risk rather than optionality, producing a valuation discount precisely when conviction should command a premium. </p><p>Zydus Lifesciences, trading at a meaningful discount to peers despite genuine innovation-led capital deployment, and Wockhardt, dismissed as a struggling generics company for two decades while building what is now a landmark FDA-approved discovery pipeline, are two live, verifiable illustrations of the same un...

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