NOVO NORDISK
GLP-1 boom in China, India, Brazil could create $22 billion market by 2035, J.P. Morgan says
The China-India-Brazil market for GLP-1 weight-loss drugs could expand to $22 billion by 2035 from $6.6 billion currently, J.P. Morgan estimates. Improving affordability, generic launches and wider access could drive adoption, though penetration remains low, particularly in India, where cost concerns and cultural resistance to injectable treatments remain key barriers.
Dr Reddy's rolls out new generic Ozempic brands amid Obeda supply disruption
Dr Reddy’s Laboratories has expanded its generic semaglutide portfolio with Obeda Pro and Obeda Plus after supplies of its original Obeda injection were halted in July for technical evaluation. The new brands are manufactured by Hetero Labs, while distributors say the company may discontinue Obeda injectable supplies. Dr Reddy’s denies a replacement strategy.
Heineken document reveals worries over weight-loss drugs and beer sales
Heineken has warned UK pubs about the increasing impact of weight-loss drugs on beer sales. These medications may reduce consumers' desire to drink, leading to declines in bar revenue. Heineken suggests that bars offer half-pints and low-alcohol options to adapt. Research indicates that users of these drugs are spending less on alcohol. The broader alcohol industry is facing challenges as consumer behavior shifts amid health trends.
Ozempic wave boosts US cobblers and tailors as Americans tighten their belts
Consumers in the US are experiencing significant changes in their wardrobes due to weight-loss medications. Many individuals are opting for alterations instead of purchasing new clothing items. This trend is impacting various services, including cobblers and tailors. Discount stores and thrift shops are also benefiting from the rise in GLP-1 drug users. As clothing sizes fluctuate, many people seek more affordable wardrobe options while adjusting to their new sizes.
Beauty firms chase 'Ozempic face' market as weight-loss drugs boom
Galderma, Natura, and L'Oreal are developing treatments for consumers experiencing facial sagging due to rapid weight loss. These companies are responding to increased demand linked to the popularity of GLP-1 obesity drugs. Experts indicate that rapid weight loss may lead to skin laxity and diminished facial volume. While existing treatments show promise, some limitations remain in addressing deeper facial structure issues.
As weight-loss drug users turn to dietary supplements, doctors, regulators raise flags
The growing use of GLP-1 weight-loss drugs such as Ozempic and Wegovy is driving demand for dietary supplements in the US, as users seek to manage side effects including nausea, fatigue and constipation. Supplement sales exceeded $74 billion in 2025, while TikTok Shop generated more than $1 billion in supplement sales.
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Novo Holdings, GIC, Axight look to back AIG Hospitals; Founders aim to pare 10-12% stake at Rs 24,000 cr valuation
Novo Holdings and GIC are discussing investing Rs 2,000-2,500 crore in AIG Hospitals based in Hyderabad. The investment reflects a growing interest among private equity firms in Indian healthcare. Founders of AIG Hospitals, Duvvur Nageshwar Reddy and Penmetsa Venkata Subbaraju, are planning a stake sale. AIG Hospitals has plans for a new facility in Visakhapatnam and aims to grow significantly.
Assessing products to counter side effects of GLP-1, says Bayer's Triana
Bayer AG plans to expand its consumer health business in India significantly by 2030. The company aims to triple its revenue in the Indian market during this period. Bayer is specifically targeting opportunities in digestive health, nutrition, and multivitamins related to GLP-1 drug side effects. Additionally, Bayer will develop products locally and seek manufacturing partnerships to enhance their market presence.
What is Claude Frontier Academy, and why is Anthropic looking to train 10,000 AI engineers?
Anthropic has launched Claude Frontier Academy, a $100 million training program to produce 10,000 Frontier Deployed Engineers by the end of 2027. This initiative addresses a shortage of workers who can deploy enterprise AI and turn these systems into products that deliver value to organisations. The first cohorts of this training program consist of engineers from eight companies.
India has biotech talent and know-how, but funding ecosystem lags: Lilly CEO
Eli Lilly intends to innovate in the weight-loss market, launching up to four new products in the coming years. The success of Mounjaro and Zepbound significantly boosted the company's sales and market value. Eli Lilly sees potential in India's biotech sector, despite challenges in the research funding environment. The company is open to partnerships with Indian biotechnology firms for future collaborations.
‘India’s biotech ecosystem holds tremendous promise’: Eli Lilly CEO
Eli Lilly has experienced significant growth, reaching a market capitalization over $1 trillion. The company aims to maintain its leadership in anti-obesity drugs through ongoing innovation and development. With successful trials for drugs like retatrutide and Foundayo, Lilly is expanding its product offerings. The company recognizes the importance of India as a growing market for healthcare investments and partnerships.
From Jab to Pills: Novo Nordisk, Eli Lilly set to take obesity drug battle to India
India’s obesity drug market is set for a new phase as Novo Nordisk’s oral Wegovy and Eli Lilly’s oral GLP-1 orforglipron are expected to launch in the first half of 2027. Industry sources said both have been submitted to Indian regulators, potentially expanding demand beyond injectable treatments.
2026 Nobel Prize Predictions: From GLP-1 drugs and CAR-T therapy to gene editing, these breakthroughs could take centre stage
Predictions for the 2026 Nobel Prizes in science highlight significant contributions in areas like GLP-1 research and cancer therapies. Carl June is mentioned for his role in developing CAR-T cell therapy for cancer treatment. Researchers Emmanuel Mignot and Masashi Yanagisawa are noted for their work on orexin related to sleep regulation. Optical coherence tomography and lipid nanoparticle technology are also strong candidates for recognition.
Women tip the scale as weight-loss boom reaches tier-II cities
While startups such as General Catalyst-backed Voy and Mumbai-based Metago are seeing higher demand from women, Elevate Now, backed by Titan Capital, has an almost equal mix of men and women among its customers.
What is Anthropic Claude Sonnet 5.5?
Anthropic has released Claude Sonnet 5.5 on Monday. It is the second model in its Claude 5.5 family. The AI lab is expanding its product lineup ahead of a planned IPO. Sonnet 5.5 is a faster and lower-cost option than Claude Opus 5.5.
Anthropic rolls out second Claude 5.5 model as it builds toward IPO
Anthropic on Monday released Claude Sonnet 5.5, the second model in its Claude 5.5 family, as the AI lab expands its product lineup ahead of aplanned IPO. Here are some more
GLP-1 users are suing over vision loss: What does the evidence really show?
Dozens of patients have taken legal action against drug manufacturers, filing personal injury lawsuits that allege they were not adequately warned about the risk of a rare type of sudden vision loss, ABC News reported.
Zydus gearing up for next phase of growth, eyeing new areas: Sharvil Patel, MD
"From 2030 and beyond, we will see strong earnings from pure discovery-led business, which is our central business, our oncology business and Saroglitazar and maybe something more as well. In the next four to five years we will definitely see meaningful value being created from these."
European pharma chiefs warn region risks losing ground to America, China
Drugmakers for months have been warning they could curtail investments and delay the release of new medications in Europe, widening a disparity in access with the US, unless the region's healthcare systems agree to boost spending.
Ozempic maker Novo Nordisk sets sights on hair-loss market
The condition is part of a list of areas, including addiction and menopause, where Novo sees potential overlap with either its core scientific expertise or the skills it's recently built in selling prescription drugs directly to consumers.
Wegovy maker Novo Nordisk faces investor pressure to find growth beyond weight-loss drugs
Facing increased scrutiny, Novo Nordisk must clarify its future strategy outside of its leading weight-loss drug. Investors are advocating diversification into new therapy areas for sustainable growth. With Eli Lilly set to outshine its sales figures this year, analysts suggest a pivot towards developing zenagamtide instead of CagriSema. It is crucial for Novo to navigate patent challenges and competitive threats with a transparent and strategic approach.
Anthropic quietly sets up biology lab as it ramps AI drug program
At a time when fears of AI are gripping the public, the startup has built a wet lab, or place for physical experiments, in the San Francisco Bay Area, two people familiar with the matter said. Anthropic has said it wants to unlock treatments for rare diseases, and its biology work has gone beyond "in silico" or computer evaluations.
Novo partners with Anthropic to speed up drug development with Claude
The Danish drugmaker will initially test Anthropic models and Claude Science in its research and development workflows, and address scientific problems where their joint capabilities can have the greatest impact, they said.
Agonisingly slow clinical trial is stopping Indian pharma become global innovator from supplier
India's regulatory hurdles slow down early-stage drug trials significantly. This complexity causes Indian companies to conduct crucial first-in-human studies abroad. Other nations like the US and Australia offer faster approval processes for trials. China now leads in novel medicine development due to its streamlined regulatory environment. Reforming India's system can unlock its potential in novel drug innovation.
From Maggi to Thums Up, India's food debate turns to what global brands sell here
India's proposal for food health warning labels ignites a national discussion. Companies sell less nutritious versions of brands in India compared to other markets. The food safety regulator plans tougher red warning labels on unhealthy products. This move comes after public anger and industry opposition to front-of-pack warnings. India's packaged food market continues its rapid growth trajectory.
Oncology firm Novocure says cyberattack exposed US patient records
The breach adds to a growing number of cyberattacks on the healthcare sector, including medical device makers Abbott, Stryker Medtronic and Boston Scientific, drugmaker Novo Nordisk and drug-delivery equipment supplier West Pharmaceutical Services.
Eli Lilly’s Mounjaro wins FDA approval for a major new cardiovascular benefit
Eli Lilly's Mounjaro received FDA approval for reducing heart attack and stroke risks. This new indication expands its use beyond diabetes and weight management. The drug demonstrated an 8% greater reduction in cardiovascular events in a key study. Mounjaro's approval strengthens Eli Lilly's position in the GLP-1 medicine market. This development highlights the expanding medical potential of these widely used drugs.
Eli Lilly launches oral weight-loss pill Foundayo in UK
Eli Lilly has launched its oral weight management pill Foundayo in the United Kingdom. This new treatment, chemically known as orforglipron, is available via private prescription. Britain's medicines regulator authorized the drug on August 10, making it the second oral GLP-1 pill cleared. Foundayo is expected to be priced between £100 and £120 per month.
Sun will require HC nod for Semaglutide tablet launch
The Delhi High Court has directed Sun Pharma Laboratories to seek its approval before launching semaglutide tablets, following Novo Nordisk’s patent infringement plea. The court also sought Sun Pharma’s response to Novo Nordisk’s claim of patent protection for the tablet formulation.
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