Alkem Laboratories Ltd Share Price

Alkem Laboratories: Strong Domestic Pharma Momentum

Alkem Laboratories Ltd Forms Death Cross

Can GLP-1 drugs change India’s productivity story?

A drug can change more than a patient’s weight. It can change how often someone misses work. A recent Danish study of Ozempic users found that long-term sick leave fell after treatment, while employment itself did not meaningfully increase. The important lesson: better health does not automatically translate into more jobs or higher income—but it may help people stay healthier and more consistently at work. Now India is running a much bigger real-world experiment. Semaglutide’s key Indian patent expired in March 2026, opening the market to a wave of cheaper generic versions. Companies including Sun Pharma, Dr. Reddy’s Laboratories, Zydus Lifesciences, Lupin, Alkem, Torrent Pharma and Natco Pharma have entered or developed products in this space. For investors, the interesting question isn't simply: “Who will sell the most GLP-1 drugs?” It is: Who can convert the GLP-1 opportunity into sustainable volumes, margins and market share? Sun Pharma

Midcaps where both FIIs & DIIs increased stake last quarter

• IndusInd Bank • Radico Khaitan • KEI Industries • AIA Engineering • Alkem Labs • Exide Industries Heavy accumulation also seen in 👇 • Poonawalla Fincorp • JSW Energy • NHPC • Suzlon Energy • JSW Infra When both FIIs + DIIs buy together, it usually means one thing → rising institutional conviction Smart money leaves clues... ............................................................................................................................................................................................................................................................................................................................................................................................................

India’s 86-Year-Old Drug Law Is Finally Being Rewritten

Imagine buying a medicine for a child and assuming one thing: the system has already checked it. Recent cough-syrup tragedies showed why that assumption cannot always be taken for granted. India’s 1940 Drugs and Cosmetics Act is now 86 years old, while the pharmaceutical industry has become far more complex. The proposed Draft Drugs, Medical Devices & Cosmetics Bill, 2026 attempts to modernise this framework. The core problem is fragmented regulation. Drug approvals sit largely with the Centre, while manufacturing licences are handled by state regulators. This creates gaps in coordination and enforcement. India has already conducted hundreds of risk-based inspections, with regulatory action against a large number of high-risk facilities. The proposed framework could bring: • Greater centralisation of manufacturing licensing • Stronger quality-control mechanisms • Clearer rules for e-pharmacies • A modern framework for medical devices • More proportionate treatment of minor procedural violations But there is a catch. States are reluctant to surrender regulatory powers, while medical-device companies argue that devices require a separate regulatory framework because engineering products cannot simply be regulated like medicines. Stocks to watch If implementation improves quality standards and favours manufacturers with strong compliance infrastructure, established Nifty 500 healthcare names could potentially be better positioned. Sun Pharma