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Generic semaglutide race hinges on API supply as China leads: Goldman Sachs

The big unknown is whether CDMO capacity built for branded drugs gets diverted to generics, and whether SPPS can scale fast enough to meet a market Goldman models at ~99,000 kg of peptide API by 2030

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thehindubusinessline.com

economictimes.indiatimes.com

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thehindubusinessline.comStai leggendo1 mese fa

Generic semaglutide race hinges on API supply as China leads: Goldman Sachs

Goldman Sachs: semaglutide generic launch post-2027 constrained by peptide API capacity (~99k kg by 2030); China dominates synthetic supply. API capacity and Chinese sourcing become bottlenecks; supply-chain resilience, not just R&D, shapes biotech competitiveness.

originale

economictimes.indiatimes.com1 mese fa

India’s anti-obesity drug market sees slower growth after initial surge in generic semaglutide sales

India's anti-obesity drug market sees a slowdown after initial generic semaglutide sales. Demand has eased from its peak, with growth moderating. Doctors note that physician training and patient education are now…

Timeline cronologica

domenica 7 giugno 2026·thehindubusinessline.com
Generic semaglutide race hinges on API supply as China leads: Goldman Sachs
The big unknown is whether CDMO capacity built for branded drugs gets diverted to generics, and whether SPPS can scale fast enough to meet a market Goldman models at ~99,000 kg of…
martedì 9 giugno 2026·economictimes.indiatimes.com
India’s anti-obesity drug market sees slower growth after initial surge in generic semaglutide sales
India's anti-obesity drug market sees a slowdown after initial generic semaglutide sales. Demand has eased from its peak, with growth moderating. Doctors note that physician…