My Pharma Reviews
Salil KallianpurAll things pharma and transformation
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 283 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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mypharmareviews.substack.comLatest Issues
Biocon At The Crossroads.
Kiran Mazumdar-Shaw just made two of the biggest bets of her career simultaneously. A $5.5 billion merger collapsing generics and biosimilars into one entity. And a niece with a Stanford cancer biology PhD named as her eventual successor....
The Imagination Deficit
With every passing day, the GLP-1 story in India seems like a character test. Every structural condition for a super-cycle exists in the opportunity. We have between 101 million to 212 million diabetics, a March 2026 patent expiry on semagl...
The Five Truths Reshaping Indian Pharma
Indian pharma is a $55B market today. It will be $130B by 2030. But, most mid-tier companies in 2026, are still running by 2015 rules. I just dropped a new podcast episode breaking down the five structural truths that will separate the comp...
The $45 Billion Lesson Indian Pharma Isn't Learning
When Narayana Murthy forced out Vishal Sikka, Infosys’ CEO, he sealed the company’s fate. Sikka wanted to invest $1B in OpenAI. That stake would be worth $45B today. While the money is very attractive, more importantly, it would set India’s...
Cheap Semaglutide, Costly Reputations
The acceleration of generic semaglutide launches in India is rightly celebrated as a triumph of affordable access but it also highlights a darker fact. In this high‑stakes, price‑war category, adherence to regulation and quality standards i...
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Authors
The writers behind this newsletter.
Former pharmaceutical industry executive, now full-time house husband.
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