Primer: Onesource Specialty Pharma (ONESOURC IN) - Aug 2026
Onesource is strategically positioned as India's first pure-play specialty Contract Development and Manufacturing Organization (CDMO), focusing...
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The GLP-1 Super-Cycle: Deconstructing India’s 2026 Patent Cliff and Alpha Generators
​Semaglutide patent expiration in India leads to 70% price drop, increasing access to affordable generic versions for obesity and diabetes treatment.
335 Views
The CDMO Arms Race: How India Is Quietly Becoming the World's Drug Factory
​Indian CDMOs are expanding capacity and shifting focus to complex drug development, with potential for higher margins in the evolving...
236 Views
Upgrading Korea to Overweight; MSCI ACWI and Emerging Market Breakouts
MSCI $ACWI and Emerging Market $EEM Breakouts; Upgrading Korea $EWY to Overweight; Downgrading Broad Europe, but staying Overweight Germany,...
791 Views
Semaglutide Patent Expiry: The Next Big Unlock in Global Pharma
​India's pharma industry prepares for Semaglutide patent expiry in 2026, offering a high-potential market opportunity for Indian players like Natco...
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