宏觀經濟
2026年08月29日
India’s Cheap Weight-Loss Drugs Get A Reality Check
Bloomberg Television
YouTube
🤖 AI 重點摘要
- 印度 GLP-1 類減重藥物（如 Ozempic、Wegovy）專利到期後學名藥價格低至每月 14 美元，但市場銷售不如預期。
- 印度擁有全球�大的肥胖人口及全球第二高的糖尿病患數量，理論上需求龐大，但實際開立與使用情況不熱絡。
- 阻礙因素包括：醫師對學名藥持保留態度、肥胖在印度未被正式歸類為疾病、藥廠無法直接廣告宣傳、患者對減重藥物存在「走捷徑」的偏見，以及女性醫療支出受家庭決策影響。
- 文化層面來看，印度傳統上將體重較重視為「豐衣足食」的正面象徵，削弱了減重動機。
- 結論：藥廠在印度面臨的真正挑戰並非價格，而是改變社會觀念、教育患者及建立完善的用藥生態系統，這些都需要更長時間。
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The patents for weight loss drugs like Ozempic and Wegovy have expired [music] in India, opening the door to much
The patents for weight loss drugs like Ozempic and Wegovy have expired [music] in India, opening the door to much
cheaper generics.
cheaper generics.
But those drugs aren't exactly flying off the shelves, >> [music]
But those drugs aren't exactly flying off the shelves, >> [music]
>> defying some pretty bullish predictions.
>> defying some pretty bullish predictions.
The logic behind these forecasts was compelling.
The logic behind these forecasts was compelling.
[music] GLP-1 drugs now cost as little as $14 a month in India.
[music] GLP-1 drugs now cost as little as $14 a month in India.
The country [music] has one of the world's largest populations of people with obesity and the second
The country [music] has one of the world's largest populations of people with obesity and the second
highest number of diabetic patients.
highest number of diabetic patients.
So why aren't more Indians turning to GLP-1s?
So why aren't more Indians turning to GLP-1s?
Turns [music] out price is only one part of the equation.
Turns [music] out price is only one part of the equation.
Some doctors are hesitant to prescribe generics or are overwhelmed by the number of
Some doctors are hesitant to prescribe generics or are overwhelmed by the number of
options.
options.
>> [music] >> Obesity, while considered a major public health concern, isn't really classified
>> [music] >> Obesity, while considered a major public health concern, isn't really classified
as a disease in India.
as a disease in India.
>> [music] >> And drug makers face another hurdle.
>> [music] >> And drug makers face another hurdle.
India restricts pharmaceutical advertising, [music] making it harder to educate potential patients.
India restricts pharmaceutical advertising, [music] making it harder to educate potential patients.
Then there's stigma.
Then there's stigma.
Taking weight loss drugs can be seen [music] as choosing the easy way out.
Taking weight loss drugs can be seen [music] as choosing the easy way out.
And for some women, decisions around health care spending [music] may involve family.
And for some women, decisions around health care spending [music] may involve family.
There's another cultural wrinkle too.
There's another cultural wrinkle too.
In India, a little extra weight [music] has traditionally been associated with
In India, a little extra weight has traditionally been associated with
being well-fed and well-off.
being well-fed and well-off.
Cheap generics were supposed to unlock a massive new market.
Cheap generics were supposed to unlock a massive new market.
Instead, [music] India is showing drug makers that lowering the price might be the easy
Instead, India is showing drug makers that lowering the price might be the easy
part.
part.
>> [music] >> Changing attitudes, educating patients, and building an ecosystem around these
Changing attitudes, educating patients, and building an ecosystem around these
drugs [music] could take much longer.
drugs could take much longer.