“People will eat less, and buy less …”: Natheen Kamat sees weight loss medications that shake companies in India

“People will eat less, smoke less, buy less, and live longer. They will also trade less? Insurance installments must change, and the annual installments in pension installments should be re -adjusted,” he wrote, noting the second -degree sweeping effects that these drugs can perform.

Kamath closely traces the space, especially after ELI Lilly Mountjaro has been launched in India-GLP-1 is considered more effective than Ozemping Novo Nordisk. For a country with the world’s largest population in the world and increased obesity curve, the effects can be enormous.

Mounjaro, which contains Tirzepatide, mimics a hormone that regulates sugar in the blood and appetite. While it was originally developed for diabetes, it shows great benefits for losing weight-which helps users get rid of 15-20 % of body weight, provided that they remain on the medicine. hunting? It is expensive. One dose vial costs $ 3,500 for 2.5 mg or 4,375 dollars for 5 mg. On a model weekly dose, this adds to more than $ 2 per year.

Kamath indicated that most of the world-including India-still does not fully understand the long-term effect of these drugs. “What we do not know is more than we know about these drugs at this stage,” he said.

But early reports indicate that the GLP-1 drugs exceed weight. There are signs that they reduce the cravings associated with alcohol, nicotine, gambling and even compulsive shopping. Some studies indicate the benefits of cardiovascular health, dementia, Alzheimer’s and mental health. Kamath does not claim certainty, but he admits to pressure: “Even if half of what is reported is correct, this will be the closest thing we have seen in miracle drugs.”

Globally, adoption is still low – only 6 % of the US population on these drugs – but retail giants like Walmart already sees changes in consumer behavior. As Kamath, effects can be snowball across sectors, from FMCG to funding.

More importantly, this is just the beginning. With the expiration of patents on the main components in 2026, public publications may be overwhelmed – which leads to low prices and use.

India may be late on the GLP-1 wave, but this may work for it. The world presented a preview of what will come. Now the question is: Are we ready?