APIs, CDMOs, Biologics, and AI

India pharma is entering a reset. As the Yuan weakens against the Rupee, India’s API makers with strong KSM and intermediate integration are regaining competitiveness, especially in categories where Chinese suppliers once dominated on price. Add the government’s PLI support, and the economics for domestic manufacturing get even stronger. But the true long-term escape from low-margin generics lies in CDMO and biologics, where technical depth, regulatory rigour, and customer stickiness create real barriers. That is why Encube’s AI-led move matters. It signals a shift toward smarter, more connected pharma operations where context, speed, and execution become the new competitive edge. Listen in as we decode this reset. 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