AI Run Rates vs. Pharma Blockbusters

One cancer drug. One company. $31.7 billion in a single year.That is Keytruda. Not a platform. Not an ecosystem. One molecule. And it nearly matches what OpenAI - the most talked-about company in the world right now - generates across its entire global operation. Indian pharma has spent two decades being told it is a commodity business. The numbers say otherwise. Keytruda’s core patent expires in 2028. $31 billion dollars of revenue is about to be exposed to biosimilar competition. For Indian companies with the manufacturing muscle and regulatory depth to move fast, that is the brief. The question is whether your BD team is already in the room, or whether you will read about it in someone else’s press release.Listen in! This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit mypharmareviews.substack.com