- As Novo Nordisk's blockbuster weight-loss drug goes off patent in 2026, Indian pharma is gearing up to make biosimilars
- The price in the post-patent market is likely to dip over 85% and open up access to a large chunk of Indian consumers
- But Indian pharma relies on Chinese APIs and production capacity is a major limitation with complex molecules like GLP 1 peptides
- In any case, prices will go down and everyone will get a piece of the semaglutide pie post patent expiry
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Even though GLP-1 drugs have helped
To be fair, the country wasn’t entirely in the dark. Semaglutide—the molecule behind pharma giant Novo Nordisk’s blockbuster drugs Ozempic and Wegovy—was already available for diabetes treatment. But this March, Eli Lilly’s Mounjaro (which uses a different molecule, tirzepatide) entered the market. In July, Wegovy arrived. And suddenly, India went from “we know GLP-1” to “we want the skinny shot”.
Since then, the GLP-1 market in India—across diabetes and weight loss—has grown from Rs 531 crore to Rs 628 crore.
And now, depending on the vantage point, things are about to get much bigger. And much cheaper.
In March 2026, semaglutide goes off patent in India and 87 other markets, including Canada, China, Brazil, and Saudi Arabia. This will trigger an 85–90% price drop, according to Ounsh Ventures—a pharma-consulting platform that specialises in
Ounsh estimates that if just 5% of India’s over 100 million eligible patients buy semaglutide at the lower price, you are looking at a $2 billion market in the country by 2030. Right now, only about 80,000–90,000 people (diabetic and obese) are on weight-loss drugs.
“People want this drug, but price has been a concern,” said V Mohan, a doctor and chairman of Madras Diabetes Research Foundation.
And the industry knows it. When a drug that added $26 billion to Novo Nordisk’s topline last year suddenly goes off patent, the pharma world doesn’t just notice. Indian companies—from Zydus and Dr Reddy’s to Cipla and Sun Pharma—are
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