Markets by Zerodha Hindi
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Everything you need to know about India’s Pharma sector | Markets by Zerodha Hindi
The Indian pharmaceutical sector is the third-largest globally and is often referred to as the "Pharmacy of the World"!
In this video, we will discuss the generic drugs segment, the current performance of the pharma sector, growth opportunities, and the challenges it faces.
Here's what we'll cover:
- How the pharma sector's value chain differs from other industries.
- The process before a drug is manufactured, including production and sales & marketing.
- The importance of APIs (Active Pharmaceutical Ingredients) in drug manufacturing.
- Key trends such as import dependency, regulatory changes, and innovation.
- The impact of USD 251 billion worth of drugs going off-patent and how Indian pharma companies can benefit.
This video will provide valuable insights for those who understand this industry or are interested in learning about it!
Timestamps
00:00 - Intro
02:21 - Pharma Industry- Value Chain
07:56 - Structure of India’s Pharmaceutical Industry
22:02 - Future of Pharma Sector in India
Sources:
Pharma market size: pharmaceuticals.gov.in/sites/default/files/English%20version%20of%20Annual%20Report%202023-24.pdf
Frost and Sullivan report on contract manufacturing: sailife.com/files/investors/frost-sullivan-industry-report.pdf
Avendus report on domform: www.avendus.com/india/reports/73
PLI information on pharma: sansad.in/getFile/annex/262/AU181.pdf?source=pqars
Solara Pharma con call transcript: www.bseindia.com/xml-data/corpfiling/AttachLive/b29a992d-d676-4e46-a1e4-d1623da7cd2f.pdf
Jan Aushadhi price chart: janaushadhi.gov.in/Data/PMBJP%20Product.pdf
EY report on pharma innovations: www.ey.com/content/dam/ey-unified-site/ey-com/en-in/insights/health/documents/ey-oppi-report-reimagining-pharma-and-healthcare.pdf
Indian government’s report on off-patent drugs: pharmaceuticals.gov.in/sites/default/files/FINAL-An%20analysis%20on%20leveraging%20the%20patent%20cliff.pdf
Note: This video is for educational purposes only and does not constitute financial advice.
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