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My Pharma Reviews

Salil Kallianpur

All things pharma and transformation

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Latest Issues

The ChrysCapital Takeover of Novartis India

Recently, ChrysCapital closed on a 70.68% controlling stake in Novartis India Limited (NIL) for ₹1,376.8 crore, acquired via WaveRise Investments, ChrysCapital Fund X, and Two Infinity Partners. Novartis AG, which had announced a strategic...

3 days ago
6
4

Dr Reddy’s Bet Everything on Being First

Dr Reddy’s Laboratories spent the better part of two years positioning itself as India’s injectable powerhouse for the GLP-1 patent cliff. It had the capacity, it had the balance sheet, and in May it had the prize - the first Notice of Comp...

4 days ago
9

Indian Pharma Is Splitting in Two and the Tariff Isn't the Reason

There’s a feeling going around that treats Trump’s generic drug tariff schedule as a shock the Indian pharmaceutical industry now HAS to absorb. I think that gets the causality backwards. The economics were already pulling the industry’s mo...

10 days ago
6

US Tariffs on Generic Medicines

US President Donald Trump’s latest announcement on generic drug tariffs talks of 0% tariffs for two years (starting August 1, 2026), followed by 100% in Year 3, and 200% thereafter. This is seen as an effort to reshore generic manufacturing...

11 days ago
13
2

India's GLP-1 Shakeout Is Coming

Morgan Stanley just called India the “blueprint” for global GLP-1 generics. The data backs it up. 26 generics, 13 companies, 6x volume growth in four months post-patent-expiry.

But their supply chain call doesn’t hold. They say there’s “no...

13 days ago
11

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  • Salil Kallianpur

    Former pharmaceutical industry executive, now full-time house husband.

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