Pharma and Climate Change: The Unseen Reckoning

When the U.S. President Donald Trump addressed the UN General Assembly in September 2025, his remarks on climate change were strikingly dismissive. While global leaders urged urgent action, Trump doubled down, calling climate concerns “a con job” and questioning the need for sweeping reforms [1][2][3].

Whether one agrees or disagrees, his speech underscored a broader tension: some leaders still underestimate how deeply climate change is intertwined with economic competitiveness, public health, and industrial sustainability.

For India’s pharmaceutical sector – often called the “Pharmacy of the World”- this linkage is far from abstract.


The Pharma Industry’s Climate Footprint:

Few realize that pharma’s greenhouse gas emissions are more carbon-intensive than even the automotive sector on a revenue-adjusted basis [4][5]. Supply chains reliant on energy-heavy chemistry, water-intensive processes, and high transport needs make it a hidden but potent contributor.

“Pharma’s reputation risk is no longer only about drug safety—it’s about whether patients and partners can trust it to act on climate.”

And this is no longer a matter of optics. Investors, regulators, and procurement agencies are pressing pharma companies worldwide to disclose emissions and adopt ESG standards [5].

India’s Pharma: Resilient or Exposed?

India supplies over 20% of the world’s generics, but most of its production clusters (like Hyderabad, Vizag, Baddi) are located in regions facing acute water stress [6]. Rising temperatures and erratic monsoons could soon threaten the very backbone of global medicine supply.

At the same time, the EU’s Carbon Border Adjustment Mechanism (CBAM) is set to penalize exporters from carbon-intensive industries—including pharma—if they fail to decarbonize [7]. For India, which counts the U.S. and EU as top buyers, this is not an environmental issue alone, but a strategic trade risk.

“India’s industry can either stay stuck in a low-cost, low-trust cycle – or pivot to being the world’s trusted and sustainable pharmacy.”

Litigation, Policy and Global Pressures:

Litigation is another looming force. The UNFCCC’s 2023 Climate Litigation Report shows an exponential rise in lawsuits filed against corporations for failing to mitigate emissions—not just fossil fuel firms, but food, chemicals, and healthcare companies too [8].

Meanwhile, India’s Extended Producer Responsibility (EPR) Rules now mandate pharma players to take greater responsibility for packaging waste [9]. These shifts suggest that climate accountability is steadily entering the pharma compliance framework.

The Strategic Imperative: Beyond Compliance:

Sustainability is no longer a “good-to-have.” It’s fast becoming central to global competitiveness, patient trust, and regulatory survival.

  • Adopt green manufacturing — cutting energy use, recycling solvents, and improving water efficiency.
  • Integrate climate into R&D — pipeline planning should anticipate diseases shifting due to warming climates.
  • Transparency and reporting — companies that proactively disclose climate data earn stronger investor and regulator trust.

“The pharma sector’s future market share may hinge as much on carbon scores as on clinical outcomes.” 

Indian Pharma CEO’s Checklist:

If you’re leading in pharma, here are three questions worth asking every Monday morning:

  1. Would our biggest buyer still choose us if carbon were priced into every tender?
  2. What’s our plan if water scarcity shuts down a manufacturing hub for six months?
  3. Do we treat climate reporting as PR—or as core risk management?

Conclusion:

Pharma’s mission is to save lives. But unless it addresses its own environmental footprint, the credibility of that mission is at risk.

Trump’s UNGA speech may have trivialized the climate crisis, but India’s pharma leaders cannot afford to. The question is no longer if climate will reshape pharma’s future – it is when.

By: Tapan J. Ray

Disclaimer: The views/opinions expressed in this article are entirely my own, written in my individual and personal capacity. I do not represent any other person or organization for this opinion.

Sources:

  1. AP News — In front of drowning nations, Trump calls climate change a “con job” (Sept 25, 2025).
  2. Reuters — Sustainable Switch: Unpacking Trump’s UN speech (Sept 26, 2025).
  3. Le Monde — World leaders respond to Trump and reaffirm climate commitments (Sept 25, 2025).
  4. Journal of Cleaner Production (Elsevier), 2019 — Pharma’s higher carbon intensity than auto industry.
  5. McKinsey & Company — The future of ESG in pharma (2022).
  6. Observer Research Foundation — Water stress and India’s pharmaceutical hubs (2022).
  7. Economic Times — India pharma must prepare for EU carbon border tax (2023).
  8. UNFCCC — Global Climate Litigation Report (2023).
  9. Indian Ministry of Environment — Extended Producer Responsibility Rules (2022).
  10. World Economic Forum — Pharma’s role in climate action: Beyond compliance (2022).

When Patents Meet Patients: Why India Revoked Novartis’ Vymada Patent

India’s bold move against Novartis’ blockbuster heart drug patent highlights the country’s uncompromising balance between innovation incentives and affordable access to medicines.

The Verdict That Stirred the Industry:

On September 12, 2025, the Indian Patent Office revoked Novartis’ patent on Vymada (internationally known as Entresto - a combination of sacubitril and valsartan). The decision came after post-grant opposition from domestic firms, who argued that the patent lacked noveltyinventive step, and failed to meet India’s unique anti-evergreening provisions.

The Deputy Controller of Patents and Designs, D. Usha Rao, concluded that Novartis had not shown a clear therapeutic advantage for the claimed “supramolecular complex” formulation over existing drugs. Without robust clinical or technical evidence, the patent could not stand.


Why It Matters:

The revocation was more than a legal blow to Novartis; it was a reaffirmation of India’s stance on pharmaceutical patents:

  • Section 3(d) of the Indian Patents Act continues to be the line of defense against evergreening. Incremental modifications must show substantial enhancement of efficacy to deserve protection.
  • Affordability and access remain cornerstones of Indian policy. By clearing the way for generics, the decision is expected to slash prices for a critical heart-failure treatment.
  • Innovation incentives for multinational drugmakers are under renewed scrutiny. While India welcomes innovation, it demands stronger proof of novelty and efficacy before granting or upholding patents.

A Familiar Pattern:

This is not the first time India has stood firm against a global pharmaceutical giant. In 2013, the Supreme Court’s Glivec ruling denied Novartis a patent extension for its cancer drug, setting a powerful precedent against evergreening. The Vymada case extends that tradition: India’s patent office is willing to revoke rights even after grant, if challenges hold merit.


Implications for Stakeholders:

For Global Pharma

  • Signals that India remains a tough jurisdiction for secondary patents.
  • Requires more robust data, comparative studies, and technical evidence to prove novelty or efficacy.
  • Increases the risk of post-grant challenges, adding uncertainty to long-term exclusivity.

For Indian Generics

  • Creates a clear pathway for companies like Natco, Torrent, MSN, and Eris to launch affordable alternatives.
  • Strengthens India’s role as the pharmacy of the world, delivering low-cost medicines without breaching TRIPS.

For Patients

  • Offers a life-saving affordability boost, especially for millions of Indian patients battling heart disease.
  • Reinforces India’s reputation for prioritizing public health over monopoly pricing.

The Bigger Picture:

India’s approach sits at a crossroads of law, economics, and ethics. While critics argue that strict provisions reduce incentives for pharmaceutical innovation, defenders point out that without access, innovation is meaningless for patients in low- and middle-income countries.

Globally, the Vymada revocation will likely be studied as a case in point — showing how India balances TRIPS compliance with its domestic public-health priorities.


Conclusion:

The revocation of Novartis’ Vymada patent is not an isolated event. It’s a reaffirmation of India’s unique intellectual property environment, where patents must prove their worth beyond doubt, and patients’ right to affordable medicines remains paramount.

Hence, the ‘Key Takeaways’ are as follows:

  • Patent Revoked: India’s Patent Office cancelled Novartis’ Vymada (Entresto) patent on grounds of lack of novelty, inventive step, and evergreening concerns.
  • Section 3(d) in Action: The ruling reinforces India’s strict bar on incremental patents unless they show substantial therapeutic advantage.
  • Generics Open the Door: Indian firms like Natco, Torrent, MSN, and Eris can now launch low-cost alternatives, making treatment more affordable.
  • Global Signal: The case highlights India’s unique IP stance — balancing innovation with access to essential medicines.

As the dust settles, this case will likely serve as a landmark reference in future IP disputes, shaping both corporate strategies and policy discussions. For India, it underlines a central philosophy: when patents meet patients, public health comes first.


By: Tapan J. Ray

Disclaimer: The views/opinions expressed in this article are entirely my own, written in my individual and personal capacity. I do not represent any other person or organization for this opinion.

 

Innovation, Expansion and Self-reliance – India’s Pharma Giants Are Charting The Next Growth Wave

India’s pharmaceutical sector has long been a global powerhouse in generics. But several recent developments signal a decisive pivot – toward innovation, expansion, and resilience. This article intends to take a deep dive into some latest strategic initiatives being propelled by Indian pharma giants and policymakers.

1. From Generics to Innovation:

  • Promotion of Research & Innovation (PRIP) Scheme

The ₹5,000 crore PRIP scheme, as announced by the Department of Pharmaceuticals will start disbursing by end of 2025, aiming to shift focus from imitation to original innovation. It is expected to catalyze ₹17,000 crore more in R&D investment across pharma and MedTech. The Economic Times

  • Digital & AI Adoption Across the Industry

Leading voices from industry bodies like the Indian Pharmaceutical Alliance (IPA) and Organization of Pharmaceutical Producers of India (OPPI) highlight a surge in technology-driven transformation. AI, machine learning, precision medicine, CAR-T cell therapy, mRNA vaccines, and biosimilars are all on the fast track. ETPharma.com EY

2. Global Expansion Through Generics & New Molecules:

  • Weight-Loss (GLP-1) Drugs Mission

Dr. Reddy’s plans to launch generic semaglutide (Wegovy) across 87 countries starting 2026, targeting emerging markets first and eyeing U.S. and European launches between 2029–2033. Expansion into the GLP-1 class is a clear bet on the high-demand obesity/diabetes segment. Reuters

Meanwhile, Sun Pharma is advancing its proprietary GLP-1 drug, Utreglutide. Mid-stage trials are set for 2025, with global commercial ambitions within five years. Reuters

  • Patent Push via Litigation

Natco Pharma has challenged Novo Nordisk’s patent on semaglutide, asserting its generic version does not infringe patented processes—highlighting aggressive legal strategy for generic entry. The Economic Times

3. Structural Consolidation & Operational Efficiency:

  • Laurus Labs Restructures

Laurus Plans to dissolve its CDMO subsidiary Laurus Synthetics, merging API manufacturing with Sriam Labs and folding remaining business into the parent. The move – effective April 2026 – aims to streamline operations and sharpen focus. The Times of India

  • Industrywide Trend: Integrated Operations

Across the sector, companies are merging manufacturing, supply chain, regulatory and technical operations under unified leadership roles – accelerating time-to-market and regulatory agility. CDMO expansion and digital transformation lead the way. Express Pharma

4. M&A Moves & Geographical Expansion:

  • Aurobindo’s Big Bet – Lannett Acquisition

In its largest-ever deal, Aurobindo is acquiring Lannett (USA) for ~$250 million. This enhances U.S. manufacturing capacity and gives immediate access to regulated drug markets and controlled-substance products. Completion expected in 8–12 months. The Times of India

5. Global Capability Centers (GCC) & Strategic Hubs in India:

  • Eisai Builds Digital R&D Hub in Vizag

Eisai Pharma plans a GCC in Visakhapatnam aimed at digital healthcare and innovation, leveraging local academic partnerships and government support. The Times of India

  • Multinationals Doubling Down in Hyderabad

Amgen is investing USD 200 million in a Hyderabad innovation center focused on AI and drug development. It joins Eli Lilly, BMS, Roche, Sanofi, Thermo Fisher, and others who have set up or expanded tech-enabled GCCs in the city. Fitch Solutions

  • Hyderabad: A Global Life Sciences Hub

Hyderabad now ranks among the world’s top seven life sciences clusters – thanks to massive investments (~₹54,000 crore) and job creation (~200,000 roles). Telangana aims to grow the ecosystem into a $250 billion life sciences economy by 2030. The Times of India

6. Sustainability and Self-Reliance:

  • PLI and API Manufacturing Revolution

Under the Production-Linked Incentive (PLI) scheme, India is boosting locational self-reliance for APIs. Facilities like Lyfius Pharma’s Penicillin G plant in Andhra Pradesh (₹1,923 crore investment) and Clavulanic Acid facility in Himachal Pradesh (₹457 crore) aim to replace millions in imports and bolster domestic capabilities. RedditDrishti IAS

  • Green Practices Across Companies

Firms such as Sun Pharma, Dr. Reddy’s, Cipla, and Lupin are adopting water- and energy-saving measures, green chemistry, and sustainable packaging – integrating environmental priorities into long-term planning. ETGovernment.com

Conclusion:

Why These Moves Matter

These strategic shifts signal the Indian pharma industry’s determination to transcend its generics legacy. By embracing innovation, digital transformation, global expansion, and sustainable practices, Indian companies are positioning themselves as global leaders – resilient, agile, and future-ready.

This evolution not only enhances market competitiveness but also aligns with national ambitions of self-reliance, health security, and economic growth.

By: Tapan J. Ray

Disclaimer: The views/opinions expressed in this article are entirely my own, written in my individual and personal capacity. I do not represent any other person or organization for this opinion.

Revolutionizing Pharma Success: Cutting-Edge Marketing Strategies for Indian Innovators in 2025

The Indian pharmaceutical industry, a cornerstone of global generics and vaccine production, is undergoing a transformative shift in marketing paradigms driven by regulatory evolution, technological advancements, and shifting stakeholder expectations. The Uniform Code of Pharmaceutical Marketing Practices (UCPMP) 2024 has imposed stringent ethical boundaries, while digital adoption and patient empowerment are reshaping engagement models. This article delves into nuanced, cutting-edge marketing strategies for 2025, offering Indian pharmaceutical marketers an implementable framework to navigate this dynamic landscape. Drawing on localized and global case studies from publicly available sources, it emphasizes novel approaches that transcend conventional tactics, focusing on data-driven precision, ethical engagement, and ecosystem integration to captivate healthcare professionals (HCPs) and patients.

Contextualizing India’s Pharmaceutical Marketing Landscape:

India’s pharmaceutical sector, reportedly, a USD 55 billion industry in 2024, is projected to grow at a CAGR of 11% to reach USD 130 billion by 2030. This growth is fueled by a robust generics pipeline, expanding biosimilars, and government initiatives like the Production Linked Incentive (PLI) scheme. However, UCPMP 2024 mandates – prohibiting inducements, enforcing promotional material scrutiny, and requiring transparency in sponsorships – demand a recalibration of marketing strategies. Concurrently, global trends such as artificial intelligence (AI)-driven analytics and patient-centric ecosystems are influencing Indian practices, necessitating innovative approaches that align with ethical and cultural imperatives.

Cutting-Edge Strategies for 2025, Examples:

1. Predictive Analytics for Micro-Targeted HCP Engagement

Beyond basic personalization, predictive analytics leverages machine learning to anticipate HCP prescribing behaviors and patient outcomes, enabling preemptive, tailored interventions. This approach integrates real-world evidence (RWE) and behavioral data to optimize engagement while adhering to UCPMP’s evidence-based promotion requirements.

Local Case Study: Example- Biocon’s Oncology Precision Targeting
Biocon seems to have pioneered predictive analytics in its oncology portfolio, using AI to analyze HCP prescription patterns and patient adherence data. Their 2024 campaign for biosimilar trastuzumab employed machine learning to identify high-potential oncologists in Tier II cities, achieving a 20% uplift in prescription rates through targeted virtual detailing and CME webinars in regional languages.

Global Case Study: Example- Merck’s Predictive Diabetes Campaign
Merck’s global diabetes program uses predictive models to identify HCPs likely to adopt new therapies based on historical data and peer influence networks. Their 2024 initiative, rolled out in Asia-Pacific markets, integrated RWE from electronic health records to tailor content, resulting in a 35% increase in HCP engagement.

Strategic Insight: Indian marketers can deploy AI platforms like IBM Watson or local solutions like Qure.ai to predict HCP preferences. Compliance with India’s Digital Personal Data Protection Act is critical to ensure ethical data use.

2. Ecosystem-Driven Stakeholder Integration

Moving beyond omnichannel marketing, ecosystem-driven strategies integrate HCPs, patients, payers, and policymakers into a cohesive network. This approach leverages collaborative platforms to deliver value-driven, compliant engagement, fostering trust and long-term loyalty.

Local Case Study: Example - Glenmark’s CardioConnect Ecosystem
Glenmark’s CardioConnect platform, launched in 2024, integrates HCPs, patients, and diagnostic labs to streamline cardiovascular care. By offering HCPs real-time patient monitoring tools and patients access to teleconsultations, Glenmark enhanced adherence by 18% while complying with UCPMP’s transparency mandates through disclosed partnerships.

Global Case Study: Example - Eli Lilly’s Collaborative Alzheimer’s Network
Eli Lilly’s global Alzheimer’s initiative connects neurologists, caregivers, and clinical trial networks via a digital ecosystem. Launched in 2024, it uses blockchain to ensure transparent data sharing, improving trial recruitment by 40% and informing HCPs about new therapies through secure, compliant channels.

Strategic Insight: Indian marketers should explore public-private partnerships, integrating with platforms like Ayushman Bharat Digital Mission, to create scalable ecosystems that enhance stakeholder collaboration while adhering to regulatory frameworks.

3. Immersive Technologies for Experiential Learning

Immersive technologies like augmented reality (AR) and virtual reality (VR) are redefining HCP education by offering experiential learning environments. These tools simulate complex medical scenarios, enhancing understanding of drug mechanisms while maintaining UCPMP-compliant, evidence-based content.

Local Case Study: Example – Torrent Pharma’s AR Training Modules
Torrent Pharma introduced AR-based training for cardiologists in 2024, simulating drug interactions for its antihypertensive portfolio. Delivered via mobile apps, these modules increased HCP comprehension by 30%, with content vetted for UCPMP compliance, avoiding promotional overreach.

Global Case Study: Example - Johnson & Johnson’s VR Surgical Training
Johnson & Johnson’s global VR platform for orthopedic surgeons, expanded in 2024, simulates surgical procedures using their biologics. This immersive approach boosted HCP confidence in product use by 25%, with transparent disclosures ensuring ethical promotion.

Strategic Insight: Indian marketers can partner with AR/VR startups like MedVR to develop cost-effective training modules. Focus on mobile-compatible solutions to reach rural HCPs, ensuring content aligns with UCPMP’s scientific accuracy standards.

4. Behavioral Nudging for Patient Adherence

Behavioral science principles, such as nudging, are gaining traction to improve patient adherence and engagement. Subtle, ethical prompts – delivered via digital platforms – encourage positive health behaviors without violating regulatory boundaries.

Local Case Study: Example - Mankind Pharma’s Diabetes Nudge Campaign
Mankind Pharma’s 2024 diabetes campaign used WhatsApp reminders and gamified adherence apps to nudge patients toward medication compliance. By framing reminders as health goals (e.g., “Stay on track for a healthier you”), they achieved a 15% improvement in adherence rates, with messaging cleared for UCPMP compliance.

Global Case Study: Example – GSK’s Asthma Adherence Program
GSK’s global asthma initiative employs nudging via mobile apps, sending personalized reminders based on patient inhalation patterns. Launched in 2024, it reduced missed doses by 22%, using transparent, patient-empowering messaging.

Strategic Insight: Indian marketers can leverage behavioral science frameworks like EAST (Easy, Attractive, Social, Timely) to design nudging campaigns. Use platforms like WhatsApp Business API to deliver compliant, low-cost interventions.

Challenges and Opportunities:

Challenges:

  • Regulatory Rigor: UCPMP’s stringent oversight and global standards like ICH E6(R3) demand robust compliance frameworks.
  • Digital Divide: Limited internet access in rural India (40% penetration) restricts digital campaign reach.
  • Cost Constraints: High investment in AI and immersive tech may strain budgets for smaller firms.

Opportunities:

  • Digital Acceleration: With 900 million internet users in India by 2025, platforms like ShareChat and WhatsApp offer scalable outreach.
  • Biosimilars Surge: India’s biosimilars market, expected to reach USD 10 billion by 2030, opens niche marketing avenues.
  • Policy Support: PLI schemes and Ayushman Bharat enhance infrastructure, enabling innovative marketing ecosystems.

Strategic Recommendations:

To excel in 2025, Indian pharmaceutical marketers should:

  • Adopt Predictive Analytics: Use AI to anticipate HCP and patient needs, ensuring data privacy compliance.
  • Build Collaborative Ecosystems: Integrate stakeholders via digital platforms to enhance trust and efficiency.
  • Leverage Immersive Tech: Deploy AR/VR for HCP education, prioritizing mobile-first solutions for accessibility.
  • Apply Behavioral Nudging: Design patient-centric campaigns using subtle, ethical prompts to boost adherence.

Conclusion:

The Indian pharmaceutical marketing landscape in 2025 demands a synthesis of technological innovation, ethical rigor, and cultural sensitivity. By embracing predictive analytics, ecosystem integration, immersive technologies and behavioral nudging, Indian marketers can transcend traditional approaches to engage HCPs and patients effectively. Local pioneers like Biocon and Glenmark, alongside global leaders like Merck and Sanofi, exemplify how strategic innovation can drive impact within regulatory boundaries. As India’s pharma sector scales new heights, these paradigms offer a blueprint for marketers to shape a future where compliance, innovation, and human connection converge.

By: Tapan J. Ray

Disclaimer: The views/opinions expressed in this article are entirely my own, written in my individual and personal capacity. I do not represent any other person or organization for this opinion.

India’s Push for Affordable Mental Health Meds: Triumphs and Challenges in 2025

In June 2025, a small clinic in rural Ghana celebrated a milestone: it provided affordable antidepressants to 500 patients, thanks to India’s generic sertraline, costing just $2 a month per person. This was unimaginable a decade ago, when branded versions cost $30 – far beyond reach for most. As the world grapples with a mental health crisis, with 1 in 8 people facing disorders like depression or anxiety, India’s role as the “pharmacy of the world” is saving lives. Its affordable generic medications are a beacon of hope for millions in low-income countries. Yet, while India has made remarkable strides, significant hurdles remain.

Since long, I have been deliberating on this growing concern in this Blog. For example, on January 17, 2017, I wrote: ‘Mental Health Problem: A Growing Concern in The Healthcare Space of India’. However, in today’s article, let’s explore what India has achieved, what’s left to do, and why this matters to us all.

India’s Game-Changing Achievements:

India’s ability to deliver mental health medications at a fraction of global prices is nothing short of revolutionary. Supplying 40% of the world’s generic antidepressants and antipsychotics, companies like Cipla and Sun Pharma make drugs like fluoxetine (Prozac’s generic) and risperidone accessible to millions. For example, a month’s supply of fluoxetine costs under $1 in India, compared to $15-$20 in the US or Europe. This affordability transforms lives, like that of Priya, a fictional but representative single mother in rural India, who manages her depression with generic escitalopram for $3 a month, allowing her to work and support her family.

The backbone of this success:

The backbone of this success is India’s 1970 Patents Act, which blocks “evergreening” – minor drug tweaks by big pharma to extend patents and keep prices high. This policy ensures generics hit markets fast, benefiting not just India but countries like Nigeria and Bangladesh. In 2022, during UK-India free trade agreement talks, leaked drafts suggested “data exclusivity” clauses that could delay generics for years. Health policy researcher Kavya Shah, reportedly warned, “Such rules could choke access to mental health drugs.” India’s firm rejection of these clauses in the 2023 FTA ensured that drugs like quetiapine, used for bipolar disorder, remained affordable globally. Another report highlighted – Dr. Kanica Rakhra, an Asia Global Fellow, calls this “a masterstroke for health equity,” cementing India’s role as a global health champion.

India’s recent efforts go beyond generics: 

The 2025 Mental Health Mission, launched with a $300 million budget, has boosted production of psychotropic drugs and trained 10,000 community health workers to identify and treat mental health issues early. Public awareness campaigns, like nationwide ads featuring relatable stories of recovery, are chipping away at stigma. Partnerships with the World Health Organization have also scaled up access to drugs like aripiprazole for schizophrenia, reaching patients in Nepal and South Africa. These steps show India’s commitment to leading the global mental health conversation.

The Challenges India Still Faces:

Despite these triumphs, India’s work is far from done. Domestically, the country’s mental health infrastructure is strained. A 2025 Indian Council of Medical Research study reveals only one psychiatrist for every 130,000 people, leaving millions without specialized care. Over-the-counter sales of psychotropic drugs, often misused due to lax regulation, fuel risks like dependency. For instance, in urban India, easy access to unprescribed benzodiazepines has led to rising misuse cases, a problem the government is yet to tackle effectively.

Globally, trade pressures loom large. The EU’s 2024 imposition of a 15% tariff on Indian pharmaceuticals has raised costs for African nations reliant on India’s generics, making drugs like sertraline less affordable. Ongoing EU-India FTA talks in 2025 still carry risks of stricter intellectual property rules that could limit generic production. Developing new mental health drugs is another hurdle. With global investment in psychotropic medications lagging – only 10 new drugs approved since 2015, per WHO – India’s R&D sector needs more funding to innovate.

Access gaps persist even within India. Rural areas, where 70% of the population lives, often lack pharmacies stocking mental health meds. Take Raj, a fictional farmer in Uttar Pradesh, who travels 50 kilometers to find generic citalopram for his anxiety, only to face stockouts. Scaling up distribution and enforcing stricter regulations on drug sales are critical steps India has yet to fully implement.

Conclusion:

India’s leadership in delivering affordable mental health medications in 2025 is a global triumph, transforming lives from rural Ghana to urban India with generics like sertraline and risperidone. Yet, challenges like strained infrastructure, trade tariffs, and innovation gaps demand action. By strengthening domestic systems and resisting restrictive trade policies, India can solidify its role as a health equity pioneer. Join the movement – share these stories, advocate for access, and use #MentalHealthForAll to amplify India’s promise of hope for a healthier world.

By: Tapan J. Ray

Disclaimer: The views/opinions expressed in this article are entirely my own, written in my individual and personal capacity. I do not represent any other person or organization for this opinion.

No Compromise: India Protects Patents Act in High-Stakes UK Trade Pact

India, the “pharmacy of the world,” has long been a lifeline for millions, churning out affordable generic medicines that make healthcare accessible across the Global South. With over $25 billion generic drug industry exporting half its production, India’s commitment to low-cost medicine is a global game-changer. Yet, this role has often pitted it against pharmaceutical giants and developed nations pushing for tighter intellectual property (IP) rules. The India-UK Free Trade Agreement (FTA), finalized on July 24, 2025, showcases India’s firm stand in safeguarding its generic drug industry while navigating complex trade dynamics. By rejecting patent evergreening and data exclusivity—tactics Big Pharma uses to prolong monopolies—India has struck a bold balance between public health and international trade. This article dives into how India’s resolute stance, as highlighted in a July 29, 2025, Economic Times report, reflects its dedication to affordable healthcare while addressing foreign pressures and trade opportunities.

The Stakes: Evergreening and Data Exclusivity:

Evergreening is a clever ploy: pharmaceutical companies tweak existing drugs—think new dosages or slight formula changes—and secure fresh patents to extend their market control beyond the standard 20 years. These tweaks rarely add meaningful therapeutic value but delay cheaper generics, keeping prices sky-high. Data exclusivity, meanwhile, blocks generic makers from using original clinical trial data for regulatory approval, forcing them to run costly, redundant trials. This stalls generic drug launches, hitting hardest in poorer nations where every dollar counts.

The Economic Times noted on July 29, 2025, that “the India-UK free trade agreement (FTA) does not mandate patent term extensions or data exclusivity, which are two common tools of evergreening of patents, the commerce and industry ministry said Monday, adding that this would protect the interests of the domestic generic drugs industry.” This clarity from the ministry signals India’s triumph in shielding its generic sector from provisions that could favor multinational giants like AstraZeneca or GSK, ensuring medicines remain within reach for millions.

Facing Down Foreign Pressure:

The UK, a hub for pharmaceutical innovation, pushed hard for data exclusivity during FTA talks, echoing demands made by the European Free Trade Association (EFTA) in 2024. These “TRIPS-plus” provisions, which go beyond the World Trade Organization’s Trade-Related Aspects of Intellectual Property Rights (TRIPS) agreement, prioritize innovator companies but threaten India’s ability to supply affordable generics to its 1.4 billion people and countless others globally. An expert quoted in The Economic Times emphasized that “data exclusivity is beyond the provisions of the Trade Related Aspects of Intellectual Property Rights (TRIPS) agreement under the WTO,” giving India solid ground to push back.

India’s resistance isn’t just about principle—it’s about lives. The country’s generic industry has slashed costs dramatically, like when compulsory licensing in 2012 dropped Bayer’s cancer drug Nexavar from $5,500 to $175 a month. By rejecting data exclusivity and preserving Section 3(d) of the Indian Patent Act, which bars patents for minor drug tweaks unless they significantly improve efficacy, India ensures generics hit the market faster. The commerce ministry’s statement that “India’s patent law provisions on patentability criteria under Section 3(d) remain fully protected” is a clear signal: India won’t bend to foreign advocacy at the expense of public health.

A Global Health Lifeline:

India’s firm stand resonates far beyond its borders. Developing nations rely on its generics to combat diseases like tuberculosis and HIV. Médecins Sans Frontières (MSF) has flagged data exclusivity as a threat to drugs like delamanid, critical for multi-drug-resistant tuberculosis. In 2022, leaked FTA drafts raised red flags among activists, hinting at provisions that could curb pre-grant patent oppositions or weaken anti-evergreening measures. MSF’s Leena Menghaney warned, “India should stay vigilant and not allow barriers to affordable medicines to be written into FTA negotiations.” The final agreement’s rejection of these provisions proves India listened, cementing its role as a global health champion.

But the fight isn’t one-sided. The UK and other developed nations argue that stronger IP protections fuel innovation, enabling the development of new drugs. Without patents or data exclusivity, they claim, companies might hesitate to invest billions in research. India, however, counters that innovation shouldn’t come at the cost of access. The TRIPS agreement already balances these interests, and India’s generics don’t stop innovation—they democratize its benefits.

Trade Wins Without Compromise:

The FTA isn’t just about medicine; it’s a masterclass in balancing priorities. India secured zero-duty access for over 95% of its agricultural exports to the UK, boosting farmers and traders, while granting duty concessions on British niche products like cranberries and durians, which don’t compete with Indian crops. This give-and-take shows India’s knack for negotiating trade gains without sacrificing its generic industry.

Still, there’s a shadow of concern. Some experts worry the FTA’s focus on voluntary licensing—where generic makers negotiate with patent holders—could weaken compulsory licensing, a TRIPS tool allowing governments to authorize generic production in emergencies. The agreement’s nod to “adequate remuneration” for patent holders raises questions about potential hurdles. While the government insists compulsory licensing rights are untouched, full transparency in the IP chapter’s terms would ease these concerns.

Conclusion:

A Purposeful Advance – Guiding Progress with Balance:

India’s firm stand in the UK FTA is a compelling narrative of principle meeting pragmatism. By blocking evergreening and data exclusivity, India protects not just its citizens but millions worldwide who depend on its generics. Yet, the tension between trade and health equity looms large. Can India keep fending off Big Pharma’s influence while forging global partnerships? The UK FTA suggests it can, blending trade wins with a fierce defense of affordable healthcare.

This isn’t just a policy win—it’s a moral statement. ‘India’s vigilance is critical to keeping medicines accessible’. In a world where healthcare is often a luxury, India’s fight to make it a right is both a challenge to global powers and an inspiration. As more FTAs loom, India’s ability to hold this line will shape not just its future but the health of nations worldwide.

By: Tapan J. Ray

Disclaimer: The views/opinions expressed in this article are entirely my own, written in my individual and personal capacity. I do not represent any other person or organization for this opinion.

Unaccredited ‘Honorary Doctorates’: Seeking Prestige with Questionable Credentials…2

Following the interest in my earlier article on this topic, I’d like to expand on it further. As previously noted, the title “Dr.” has become highly sought-after in India in recent years, especially among professionals aiming to boost their social and professional stature, particularly on social media. While globally renowned universities confer such honors on distinguished individuals for exceptional achievements, a parallel trend has emerged in India where questionable entities and unaccredited organizations provide “honorary doctorates” for a fee. These, often illegitimate titles are increasingly adopted by ordinary individuals, including those in the Indian pharmaceutical industry, to gain professional relevance and prestige. In this article, I will again explore this phenomenon, its implications, and the ethical concerns it raises.

The appeal of the ‘Dr.’ title:

In India, the title “Dr.” carries high social capital, symbolizing expertise, authority, and respect. For professionals in competitive fields like pharmaceuticals, where credibility can influence business dealings, partnerships, or public perception, an honorary doctorate can seem like a shortcut to prominence. Unlike earned doctorates, which require years of research and academic rigor, honorary doctorates from certain entities can be obtained with minimal effort – often just a payment and a cursory application process. This accessibility has made such titles particularly attractive to ordinary individuals, including small-scale entrepreneurs, mid-level professionals, and even those with modest achievements, who seek to elevate their status.

The role of deceptively named entities:

An increasing number of organizations worldwide, often registered as non-profits or councils, promote honorary doctorates with promises of prestige and career enhancement. These entities frequently adopt impressive-sounding names to seem credible. However, many lack accreditation from recognized bodies such as the University Grants Commission (UGC) or international academic authorities. The lack of thorough evaluation processes and the transactional nature of these awards—reportedly ranging from INR 20,000 to over INR 6,50,000—cast serious doubts on their legitimacy. Some organizations further complicate matters by offering online or international honorary doctorates, claiming global recognition without verifiable academic credibility.

Exploitation even in the Indian Pharma Industry:

The Indian pharmaceutical industry, a global powerhouse worth over $50 billion, is highly competitive, with professionals striving for influence in areas such as drug production, research, marketing, and regulatory affairs. In this context, an honorary doctorate can be a way to stand out, particularly for those without advanced academic credentials, who may use the “Dr.” title to project expertise at industry events or on platforms like LinkedIn. However, the use of such titles in the pharma sector poses ethical challenges. The industry relies on trust, scientific integrity, and regulatory compliance. When individuals use dubious “honorary doctorates” to exaggerate their qualifications, they risk deceiving stakeholders about their expertise. Moreover, the growing prevalence of these titles undermines the value of genuine academic achievements, devaluing the efforts of researchers, scientists, and marketers who have earned legitimate doctorates through rigorous academic work.

These titles lack recognition from the UGC:

It’s important to highlight that these titles lack recognition from the UGC or other academic authorities in India, making them invalid for academic or professional advancement in regulated sectors. Nevertheless, the social allure of the title frequently outweighs its lack of official credibility.

Ethical and social implications:

The commodification of ‘honorary doctorates’ raises significant ethical concerns. First, it undermines the integrity of academic honors by equating purchased titles with earned degreesThis can mislead the public, particularly in fields like pharmaceuticals, where expertise is critical.Second, it perpetuates a culture of instant gratification, where individuals prioritize superficial accolades over substantive skill development. Third, it exploits aspirational professionals, particularly those from less privileged backgrounds, who may see the title as a way to overcome systemic barriers to recognition.

In the pharma industry, the misuse of such titles can have broader consequences. Regulatory bodies like the Central Drugs Standard Control Organization (CDSCO) and international partners rely on accurate representations of expertise. Misleading credentials could erode trust, affect India’s reputation in global markets, and even lead to legal repercussions if used to secure contracts or approvals under false pretenses.

Regulatory gaps and the way forward:

The UGC has, reportedly, clarified that honorary PhDs are not valid academic qualifications, but enforcement is weak, and public awareness is low. This enables organizations to exploit legal loopholes, using terms like “government-approved” to mislead applicants.

To address this issue, several steps are needed:

  1. Stricter Regulation: The UGC or Ministry of Education should establish clear guidelines prohibiting unaccredited entities from awarding honorary doctorates and impose penalties for misrepresentation.
  2. Public Awareness: Campaigns to educate professionals and the public about the difference between earned and honorary doctorates can reduce the allure of purchased titles.
  3. Industry Standards: Pharma industry bodies like the Indian Pharmaceutical Alliance should discourage the use of unverified titles in professional settings and promote transparency in credentials.
  4. Ethical Recognition: Universities and legitimate institutions should maintain rigorous, transparent processes for awarding honorary doctorates, ensuring they are reserved for truly exceptional contributions.

Conclusion:

The proliferation of ‘honorary doctorates’ from deceptively named and unaccredited entities in India reflects a broader societal obsession with titles and status. While these awards may offer short-term professional relevance, particularly in industries like pharmaceuticals, they come at the cost of ethical integrity and long-term credibility. For India to maintain its standing as a global leader in pharmaceuticals and other fields, it must address this misuse of honorary titles through regulation, awareness, and a renewed focus on merit-based recognition. Genuine professional credibility stems from expertise and meaningful contributions, not bought titles.

By: Tapan J. Ray

Disclaimer: The views/opinions expressed in this article are entirely my own, written in my individual and personal capacity. I do not represent any other person or organization for this opinion.

The Great Indian Pharma Consolidation: A Strategic Imperative for Global Ambition

The Indian pharmaceutical industry, long characterized by its formidable generic manufacturing capabilities, has decisively entered a robust phase of consolidation. In a landmark development, Torrent Pharmaceuticals has announced definitive agreements to acquire a controlling stake in JB Chemicals & Pharmaceuticals for an equity valuation of ₹25,689 crore. This momentous deal, one of the largest in Indian pharma history after Sun Pharma’s acquisition of Ranbaxy, will significantly reshape the domestic landscape and propel the combined entity into the top tier of Indian pharma.

The acquisition, structured in two phases and involving a subsequent merger, underscores the ongoing, aggressive drive within the industry to achieve greater scale, enhance market reach, and diversify product portfolios through strategic mergers and acquisitions (M&A). This move by Torrent not only bolsters its presence in chronic therapy segments and opens up new areas like ophthalmology but also marks its entry into the high-potential Contract Development and Manufacturing Organization (CDMO) space.

Evolution through M&A: A Snapshot:

Historically, the Indian pharma landscape was characterized by a large number of small to medium-sized companies, primarily focused on generic drug manufacturing for the domestic market. The liberalization of the Indian economy in the early 1990s and the adoption of product patents in 2005 spurred a wave of M&A activities.

Key examples of this evolution include:

- Sun Pharma’s acquisition of Ranbaxy (2014): This landmark $4 billion deal was one of the biggest in Indian pharma, creating a powerhouse with a vast product portfolio and global reach. It aimed to expand market penetration and diversify product lines, as both companies had complementary strengths.

- Abbott’s acquisition of Piramal Healthcare’s domestic formulations business (2010): This significant inbound M&A deal showcased the interest of global giants in the lucrative Indian domestic market and its strong generic capabilities.

- Daiichi Sankyo’s acquisition of Ranbaxy (2008) and its subsequent sale to Sun Pharma: This demonstrates both the influx of foreign investment seeking access to low-cost R&D and manufacturing, and the eventual re-consolidation within Indian hands.

- Lupin’s numerous outbound acquisitions: Lupin has actively acquired companies in the US (e.g., GAVIS Pharmaceuticals in 2015) and Russia (ZAO “Biocom”) to expand its international footprint and product offerings, particularly in key markets.

- Mankind Pharma’s acquisition of Bharat Serums & Vaccines (2024): This recent deal highlights the strategic intent of Indian companies to diversify into high-growth segments like biologics and specialty care.

Increasing Dominance of Top Companies:

While precise historical market share data for the top 10 over many decades is complex to aggregate, the trend is clear: consolidation has significantly increased the contribution of the top pharmaceutical companies to the total market.

Today, companies like Sun Pharmaceutical Industries, Divi’s Laboratories, Cipla, Dr. Reddy’s Laboratories, and Torrent Pharmaceuticals are consistently at the top of the market capitalization and revenue charts. For instance, as of June 2025, Sun Pharma alone holds a substantial market share, and the top 10 companies collectively command a significant portion of the overall Indian pharmaceutical market. This is a stark contrast to the highly fragmented landscape of previous decades where market leadership was far less concentrated. The proposed Torrent-JB Chemicals merger is expected to further solidify this trend, potentially placing the combined entity among India’s top five pharma companies by market capitalization.

An Assessment: Benefits and Challenges:

Experts generally agree that this consolidation has benefited the Indian Pharmaceutical industry in several ways:

- Enhanced Scale and Efficiency: Larger entities can achieve economies of scale in manufacturing, R&D, and distribution, leading to cost efficiencies and improved profitability.

- Global Competitiveness: Mergers have enabled Indian companies to expand their geographical reach, acquire advanced technologies, and strengthen their product pipelines, making them more competitive on the global stage. India is now the third largest in production volume and a major supplier of affordable generics and vaccines worldwide.

 - Increased R&D Investment: While concerns about innovation decline post-merger exist, larger companies often have greater financial muscle to invest in research and development, particularly in high-value areas like biologics, biosimilars, and specialty drugs, moving beyond traditional generics.

- Improved Quality and Compliance: Consolidation can lead to better adherence to stringent international quality standards (like USFDA and EU-GMP), as larger companies have the resources and infrastructure to implement robust quality control measures.

- Portfolio Diversification: M&A allows companies to broaden their therapeutic areas and product offerings, reducing reliance on a few key drugs and mitigating risks. The potential acquisition of JB Chemicals would add several established domestic brands to Torrent’s portfolio and also provide an entry into the Contract Development and Manufacturing Organization (CDMO) business.

Challenges and potential downsides also exist:

- Potential for Reduced Competition (in specific segments): While the overall market may not be concentrated, specific therapeutic categories or drug molecules can experience high concentration ratios, raising concerns about potential monopolistic practices and impact on drug affordability.

- Innovation vs. Cost Savings: The focus on integration and cost synergies post-merger can sometimes lead to a reduction in R&D spending or the elimination of overlapping research projects, potentially impacting overall innovation in the short term.

- Impact on Smaller Players: Consolidation can make it harder for smaller, independent players to compete, potentially stifling new entrants and diverse approaches to drug development.

Defining the Strategic Imperatives:

As of today, the Indian pharmaceutical industry is poised for continued growth and evolution, with the following key trends and strategies envisaged:

- Focus on High-Value Products: The industry is actively shifting from a heavy reliance on generic formulations to investing in complex generics, biosimilars, biologics, and specialty drugs, which offer higher margins and greater innovation opportunities.

- Strengthening API and KSM Manufacturing: To reduce import dependence, particularly on China, there’s a strong push for self-reliance in Active Pharmaceutical Ingredients (APIs) and Key Starting Materials (KSMs) through government initiatives like Production-Linked Incentive (PLI) schemes.

- Digital Integration and Technology Adoption: Leveraging digital technologies, AI, and data analytics in R&D, manufacturing, supply chain management, and patient engagement is crucial for future growth and efficiency.

- Global Collaboration and Partnerships: Strategic alliances, joint ventures, and targeted acquisitions, both inbound and outbound, will continue to be vital for market access, technology transfer, and portfolio expansion.

- Quality and Regulatory Compliance: Continued emphasis on stringent quality control measures and adherence to global regulatory standards is paramount to maintain India’s reputation as a reliable pharmaceutical supplier.

- Talent Development: Addressing skill gaps and fostering a highly skilled workforce, particularly in areas of advanced research and digital technologies, will be critical for sustained growth.

Conclusion: 

The Indian pharmaceutical industry’s journey of consolidation has largely been a positive one, fostering scale, global competitiveness, and increased R&D capabilities. The path ahead involves a strategic shift towards innovation, self-reliance in key materials, and leveraging technology to solidify its position as a global pharmaceutical leader, with ongoing M&A activities like the potential Torrent-JB Chemicals deal serving as key catalysts in this transformative journey.

By: Tapan J. Ray

Disclaimer: The views/opinions expressed in this article are entirely my own, written in my individual and personal capacity. I do not represent any other person or organization for this opinion.