Obesity & diabetes drug opportunity opens new pharma value chain bets in India: Ramesh Mantri

Ramesh Mantri, CIO, WhiteOak Capital AMC, said that the falling prices are expected to improve access to new therapies, supporting wider adoption in a market with high unmet medical need. He highlighted, demand could expand beyond treatment into lifestyle-driven use cases. Investment opportunities span multiple layers, including drug manufacturing, device makers and companies with strong distribution networks. Firms with execution strength and reach are likely to benefit as volumes scale, he added.