“People will eat less, smoke less, will buy less and live longer. They will also be exchanged? The insurance premiums will have to change, and rent payments in pensions will have to be readjusted,” he wrote, pointing to the radical effects of the second order that these drugs could trigger.
Kamath followed the space closely, especially after Eli Lilly launched Mounjaro in India – a GLP -1 medication considered even more effective than the Novo Nordisk Ozempic. For a country with the largest diabetic population in the world and an increased obesity curve, the implications could be enormous.
Mounjaro, which contains shooting, imitates a hormone that regulates blood sugar and appetite. Although originally developed for diabetes, he showed remarkable weight loss services – helping users to lose 15 to 20% of their body weight, provided they remain on the medication. The capture? It’s expensive. A single dose bottle costs 3,500 ₹ for 2.5 mg or 4,375 ₹ for 5 mg. On a typical weekly dose, this increases to more than 2 lakh per year.
Kamath noted that most of the world – including India – still does not completely understand the long -term impact of these drugs. “What we don’t know is more than what we know about these drugs at this stage,” he said.
But the first reports suggest that GLP-1 drugs go far beyond the weight. There are signs that they reduce the desires related to alcohol, nicotine, game and even compulsive purchases. Some studies indicate advantages for cardiovascular health, dementia, Alzheimer’s disease and mental health. Kamath does not claim certainty, but recognizes the buzz: “Even if half of what is reported is true, then it will be the closest thing that we have seen a miracle medication.”
Globally, the adoption is still low – only 6% of the American population is on these drugs – but the retail giants like Walmart are already seeing changes in consumer behavior. As Kamath notes, the effects could make snowball through the sectors, from FMCG to finance.
Above all, this is only the beginning. Patents on key ingredients that would expire in 2026, generic versions can flood the market – lower prices and use.
India may have been late for the GLP-1 wave, but that could work for its advantage. The world has offered an overview of what will happen. Now the question is: are we ready?
