The Semaglutide Shift: From Blockbuster to Commodity
Why the $50 API crash is not a crisis of value—but a crisis of differentiation. And what Indian pharma must learn from mobile phones, insulin pens, and chai stalls.
Imagine you are selling mobile phones in 2010. Having a smartphone at all was a huge deal. You could charge a premium. Customers waited in line.
Now imagine selling a smartphone today. Everyone has one. The processor, the screen, the camera—these are no longer special. They are table stakes. The winners are those who master the software, the ecosystem, and the brand trust.
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