โก๏ธMarket Alert: The Semaglutide "Generic Wave" Hits India! ๐ฎ๐ณ๐
The Indian GLP-1 landscape has shifted overnight. With Novo Nordiskโs patent expiring on March 20, 2026, this marks the beginning of a massive market disruption, as generic versions hit the shelves at discounts of up to 90%. This โgeneric rushโ could fundamentally redefine metabolic care in India.
An aggressive price war is underway, with domestic pharma players targeting Indiaโs 100M+ diabetic population along with the rapidly growing obesity segment.
Key Players & Pricing (Monthly Therapy Cost)
๐นNatco Pharma: Semanat / Semafull โ Launched โ โน1,290/month (vials) | Pen: โน4,000โโน4,500
๐นZydus Lifesciences: Semaglyn / Mashema / Alterme โ Launched โ ~โน2,200/month
๐นLupin: Semanext / Livarise โ Co-launch (with Zydus) โ Price not disclosed
๐นDr. Reddyโs: Obeda โ Launched โ โน4,200/month
๐นSun Pharma: Noveltreat / Sematrinity โ Launched โ โน750โโน2,000 per week
๐นAlkem Labs: (Brand not disclosed) โ Launched โ โน450/week onwards
๐นEris Lifesciences โ Sundae โ Launched โ โน220 per shot (~โน1,200โโน1,500/month)
The Indian GLP-1 landscape has shifted overnight. With Novo Nordiskโs patent expiring on March 20, 2026, this marks the beginning of a massive market disruption, as generic versions hit the shelves at discounts of up to 90%. This โgeneric rushโ could fundamentally redefine metabolic care in India.
An aggressive price war is underway, with domestic pharma players targeting Indiaโs 100M+ diabetic population along with the rapidly growing obesity segment.
Key Players & Pricing (Monthly Therapy Cost)
๐นNatco Pharma: Semanat / Semafull โ Launched โ โน1,290/month (vials) | Pen: โน4,000โโน4,500
๐นZydus Lifesciences: Semaglyn / Mashema / Alterme โ Launched โ ~โน2,200/month
๐นLupin: Semanext / Livarise โ Co-launch (with Zydus) โ Price not disclosed
๐นDr. Reddyโs: Obeda โ Launched โ โน4,200/month
๐นSun Pharma: Noveltreat / Sematrinity โ Launched โ โน750โโน2,000 per week
๐นAlkem Labs: (Brand not disclosed) โ Launched โ โน450/week onwards
๐นEris Lifesciences โ Sundae โ Launched โ โน220 per shot (~โน1,200โโน1,500/month)
โค7๐ฅ4
Got some messages regarding a KYC issue while subscribing to the services. Please note, the issue has been resolved.
๐You can now access all the services that match your style of investing:
1. Want Swing Trades? โ Momentum Thrust Trading Room
2. Want Long Term Growth Companies? โ ValueVest
3. Want a Structured Portfolio? โ Alpha Micros (Formerly Multibagger Micros)
4. Want SME Recommendations? โ SME Champions Club
5. Want to Explore Global Investing? โ Legacis Global Equity (Invest in markets like US, China & Japan)
For more details https://legaciscapital.com/ra-services , contact us at +91-9779774529 or Info@legaciscapital.com.
๐You can now access all the services that match your style of investing:
1. Want Swing Trades? โ Momentum Thrust Trading Room
2. Want Long Term Growth Companies? โ ValueVest
3. Want a Structured Portfolio? โ Alpha Micros (Formerly Multibagger Micros)
4. Want SME Recommendations? โ SME Champions Club
5. Want to Explore Global Investing? โ Legacis Global Equity (Invest in markets like US, China & Japan)
For more details https://legaciscapital.com/ra-services , contact us at +91-9779774529 or Info@legaciscapital.com.
โค2
One analyst can have a view.
A team can build conviction.
Legacis Capital isn't one person calling shots. It's a full research team - analysts, CAs, strategists- building institutional-grade research for retail investors.
4 services. 1 ecosystem. Every investing style covered.
Link: https://legaciscapital.com/ra-services
The research retail deserves. The team that delivers it.
For more details or to join, contact us at +91-9779774529 or Info@legaciscapital.com.
A team can build conviction.
Legacis Capital isn't one person calling shots. It's a full research team - analysts, CAs, strategists- building institutional-grade research for retail investors.
4 services. 1 ecosystem. Every investing style covered.
Link: https://legaciscapital.com/ra-services
The research retail deserves. The team that delivers it.
For more details or to join, contact us at +91-9779774529 or Info@legaciscapital.com.
Nifty 24th March, 2020-Tuesday: Nifty Made a bottom at 7511
Tomorrow 24th March,2026-Tuesday: Will the bottom be made?
Tomorrow 24th March,2026-Tuesday: Will the bottom be made?
๐13
PS. Gift Nifty is up 900 Pts but that can be an immediate reaction. Lets see tomorrow.
Also got a query that are these direct or regular so on smallcase all funds are direct mutual funds, hence no commission is charged by the platform.
Secondly someone is a asking type of fund houses in the portfolio- so we have Kotak, Aditya Birla and the likes in the portfolio
Secondly someone is a asking type of fund houses in the portfolio- so we have Kotak, Aditya Birla and the likes in the portfolio
Indian small and microcaps corrected 20%+ from their Sep 2024 highs. Many quality names are back at early 2023 valuations. Sitting on cash through 2025 felt safe, but the opportunity cost is real and compounding.
Domestic flows remain strong, capex cycles in defence, infra, and manufacturing are accelerating, and earnings growth in the broader market is intact.
The next multibaggers won't come from large caps at 25x. They'll come from under-researched SME and microcap businesses scaling fast under institutional radar.
Don't let 2026 become the year you wish you had acted.
"The wound is the place where the light enters you."
Domestic flows remain strong, capex cycles in defence, infra, and manufacturing are accelerating, and earnings growth in the broader market is intact.
The next multibaggers won't come from large caps at 25x. They'll come from under-researched SME and microcap businesses scaling fast under institutional radar.
Don't let 2026 become the year you wish you had acted.
"The wound is the place where the light enters you."
โค6๐ฏ3
Spoke to the management of Shri Ahimsa Naturals last month to address a few investor queries.
Clarity of thought, transparency, and openness to engage stood out.
While most SME stocks are down 25โ35% in the recent correction, this one continues to trade near its all-time high. This is what the market likes i suppose. Transparent and Honest management.
This stock is part of SME Champions Club.
Interacting directly with management is something we consistently do at Legacis Capital.
Price behaviour often reflects more than just numbers.
P.S. Not a buy/sell recommendation. We are invested from much lower levels.
Clarity of thought, transparency, and openness to engage stood out.
While most SME stocks are down 25โ35% in the recent correction, this one continues to trade near its all-time high. This is what the market likes i suppose. Transparent and Honest management.
This stock is part of SME Champions Club.
Interacting directly with management is something we consistently do at Legacis Capital.
Price behaviour often reflects more than just numbers.
P.S. Not a buy/sell recommendation. We are invested from much lower levels.
What's inside the Momentum Thrust Swing Trading Workshop:
โ 1 Broad Framework that simplifies your entire Swing trading approach
โ 3 Precision Entry Setups (no guesswork)
โ Dynamic Exit Rules (no more panic selling)
โ Psychology that separates consistent traders from gamblers
Jo log LIVE the, unko results already dikh rahe hain.
Ab aapki baari hai.
Link: https://marketcapsule.in/summit
โ 1 Broad Framework that simplifies your entire Swing trading approach
โ 3 Precision Entry Setups (no guesswork)
โ Dynamic Exit Rules (no more panic selling)
โ Psychology that separates consistent traders from gamblers
Jo log LIVE the, unko results already dikh rahe hain.
Ab aapki baari hai.
Link: https://marketcapsule.in/summit
We as a team are extensively working on Power and Transmission sector now. Lot of names from this space has the potential to generate handsome returns over next few years. Identify early and sit on them in this current market turmoil. Consider this environement as the Golden Opportunity to buy these companies at deep discounts.
A lot more coverage in terms of fresh recommendations from this sector coming up in ValueVest, SME Champions and Alpha Micros Model Portfolio
A lot more coverage in terms of fresh recommendations from this sector coming up in ValueVest, SME Champions and Alpha Micros Model Portfolio
โค12
Interviewed the management of a small cap company. Will be sharing the video on YouTube soon
Subscribe to the Channel so that you donโt miss out on the same: https://youtube.com/@raghav.wadhwa?si=6rsgCxOUWiXy5_NE
Subscribe to the Channel so that you donโt miss out on the same: https://youtube.com/@raghav.wadhwa?si=6rsgCxOUWiXy5_NE
Who all adding a tranche in the Wealth Compounding Mutual Fund Basket today?
https://legacis.smallcase.com/smallcase/MF_SAWEMX_0002
https://legacis.smallcase.com/smallcase/MF_SAWEMX_0002
๐5
Every fund in this basket passed a 5-factor screen โ Rolling return consistency, downside protection, Sharpe ratio, fund manager tenure, and expense ratio.
Not just popular funds thrown together. Engineered for compounding.
Legacis Compounding Model is now live on smallcase ๐
http://legacis.smallcase.com/smallcase/MF_SAWEMX_0002
Not just popular funds thrown together. Engineered for compounding.
Legacis Compounding Model is now live on smallcase ๐
http://legacis.smallcase.com/smallcase/MF_SAWEMX_0002
โค1