Why One New Drug Takes Ten Years To Make | Mankind x Dr. Reddy's | WTF is Pharma?

Why One New Drug Takes Ten Years To Make | Mankind x Dr. Reddy's | WTF is Pharma?

I got two of the biggest names in Indian pharma into one room, Rajeev Juneja of Mankind and GV Prasad of Dr. Reddy's, who'd somehow never actually met before this, and what came out was part masterclass and part origin story, from why being relentlessly contrarian beat following the herd, to how a college dropout from Meerut turned everything he hated about a medical store into a pharma giant, to why a chemical engineer who says he owes his career to his marriage spent decades chasing one original molecule, and somewhere in between we got into why India makes the world's generics instead of discovering its own drugs, what it really takes in time and money to bring a single drug to market, why GV thinks the AI-will-cure-everything story is overstated, where GLP-1s go next, and the one thing they'd tell a 25-year-old trying to build in pharma. Timestamps: 00:00 Introduction 04:27 Rajeev Juneja's path from medical-store apprentice to building Mankind 10:11 Mankind's contrarian OTC and bottom-up market strategy 16:23 G.V. Prasad on science and the Dr. Reddy's lineage 23:06 Segmenting the industry and how generic drugs are made 29:15 Why drug purity standards are shared but enforcement differs 36:40 Why India is the pharmacy of the world by volume, not revenue 41:00 How margins are split across the pharma value chain 45:17 Whether online pharmacy and consumer brands are real openings 53:15 Whether hospital roll-up valuations are justified 59:10 Tariffs, Jan Aushadhi and drug price controls 1:03:21 How China built a pharma-innovation ecosystem in a decade 1:10:02 Long-horizon governance and removing entrepreneurial fear 1:15:40 China's incentives, talent and leverage over the US 1:22:01 Why the Ayush and wellness market outgrows pharma 1:25:05 The evidence, quality and standardisation debate around Ayurveda 1:35:13 The sexual-wellness opportunity and the stigma problem 1:40:26 The fertility, IVF and egg-freezing opportunity 1:43:45 The API narrative debate and how a drug is synthesised 1:50:54 Biologics, monoclonal antibodies and vaccines explained 1:55:57 Stem cells and peptides, separating therapy from hype 2:00:06 The semaglutide story and how GLP-1 works 2:05:01 Mankind's ethical-selling philosophy on GLP-1 2:08:06 Why India leads in small molecules but lags in biologics 2:15:07 Where a young founder can enter the GLP-1 wave 2:23:38 The yin and yang of innovators and generics 2:29:05 Diagnostics, CDMO and the China-plus-one opportunity 2:37:18 Applying AI to pharma and the expired-medicine problem 2:43:01 Why founders should never copy a set formula 2:45:30 Succession, home diagnostics and the microfluidics frontier #nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast * Twitter: https://x.com/nikhilkamathcio/ [https://x.com/nikhilkamathcio/] * Instagram: https://www.instagram.com/nikhilkamathcio/ [https://www.instagram.com/nikhilkamathcio/] * LinkedIn: https://www.linkedin.com/in/nikhilkamathcio utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app [https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app] * Facebook: https://www.facebook.com/nikhilkamathcio/ [https://www.facebook.com/nikhilkamathcio/] Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma Ltd * LinkedIN- https://www.linkedin.com/in/rajeev-juneja-27882a24b/ [https://www.linkedin.com/in/rajeev-juneja-27882a24b/] G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy's * Linkedin-https://www.linkedin.com/in/gvprasadster/ [https://www.linkedin.com/in/gvprasadster/] Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn [https://tinyurl.com/4nsm4ezn] Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 [https://tinyurl.com/yme92c59] Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th [https://tinyurl.com/4tjua4th] #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

Generics, Ozempic & The Fear Holding India Back | WTF is Pharma? | Trailer

I always assumed India was becoming the pharmacy of the world, until this conversation made me sit with the sharper truth that we're the generic pharmacy of the world, and from there we got into whether China really killed our API industry or whether Indians still quietly lead it, why a drug like semaglutide turns into a miracle and a problem the second everyone wants it, the side effects nobody wants to talk about, the ethics of running a prescription-driven business, whether the global enthusiasm around Indian hospitals is actually justified, and why fear might be the single biggest thing holding Indian entrepreneurship back. #nikhilkamath Co-founder of Zerodha and Gruhas Host of 'WTF is' & 'People By WTF' Podcast * Twitter: https://x.com/nikhilkamathcio/ [https://x.com/nikhilkamathcio/] * Instagram: https://www.instagram.com/nikhilkamathcio/ [https://www.instagram.com/nikhilkamathcio/] * LinkedIn: https://www.linkedin.com/in/nikhilkamathcio [https://www.linkedin.com/in/nikhilkamathcio] * Facebook: https://www.facebook.com/nikhilkamathcio/ [https://www.facebook.com/nikhilkamathcio/] Rajeev Juneja-Vice Chairman & Managing Director at Mankind Pharma Ltd * LinkedIn: https://www.linkedin.com/in/rajeev-juneja-27882a24b/ [https://www.linkedin.com/in/rajeev-juneja-27882a24b/] G.V Prasad Reddy-MD & Co-Chairman at Dr. Reddy's * LinkedIn: https://www.linkedin.com/in/gvprasadster/ [https://www.linkedin.com/in/gvprasadster/] Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn [https://tinyurl.com/4nsm4ezn] Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 [https://tinyurl.com/yme92c59] Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th [https://tinyurl.com/4tjua4th] #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

We Backed 17 of India's Brightest Young Founders with ₹20L Grants | WTFund Cohort 3

Spent a few hours with young bright founders below the age of 25 from the 3rd WTFund cohort. WTFund is a non-dilutive ₹20 lakh grant. From over 3,000 applications, we shortlisted 8 startups. We spoke about what they’re building, but also about doubt, ambition, money, and the uncertainty that comes with starting early. Some clear ideas. Some unfinished thoughts. A conversation that felt more real than structured. https://www.allthingswtf.com/wtfund [https://www.allthingswtf.com/wtfund] 00:00 - WTFund Bootcamp 02:02 - Intro 03:20 - Prava - AI-Led Transactions 10:22 - Astraeus Innovus - Preventive Cancer Screening 18:45 - Turocrates AI - AI-Driven Diagnostics 26:35 - AntiMattr - Voice-First Computing 32:12 - O3 security - Securing AI Systems 39:05 - Bloom Rehab - Tech-Enabled Recovery 42:00 - Journey to Building 46:22 - Philosophies of life 50:31 - Placestation - Automating PCB Assembly 55:32 - AEYI : AI-Powered CCTV Monitoring 57:50 - Q&A with Nikhil 01:04:14 - AI Girlfriend & Dating 01:05:35 - Schools of Psychology 01:08:26 - Nikhil's Birthday Plans 01:09:11 - Golden Hour 01:10:10 - Healthcare & Longevity 01:12:33 - Trading 01:16:32 - Advice for Young Founders  #NikhilKamath Co-founder of Zerodha, Gruhas Host of ‘WTF is’ & ‘People by WTF’ Podcast * Twitter: https://x.com/nikhilkamathcio [https://x.com/nikhilkamathcio] * LinkedIn: https://www.linkedin.com/in/nikhilkamathcio [https://www.linkedin.com/in/nikhilkamathcio]  * Instagram: https://www.instagram.com/nikhilkamathcio [https://www.instagram.com/nikhilkamathcio]  * Facebook: https://www.facebook.com/nikhilkamathcio [https://www.facebook.com/nikhilkamathcio]  WTFund India’s premiere non-dilutive grant fund for emerging entrepreneurs. * Twitter: https://x.com/TheWTFund [https://x.com/TheWTFund] * LinkedIn: https://www.linkedin.com/wtfund [https://www.linkedin.com/wtfund]  * Instagram: https://www.instagram.com/thewtfund [https://www.instagram.com/thewtfund]  O3 Security A security platform that stops software supply-chain attacks in real time — whether it’s AI-generated or human-written code to production. * Instagram: https://www.instagram.com/o3_security/ [https://www.instagram.com/o3_security/]  * LinkedIn: https://www.linkedin.com/company/aeyi/ [https://www.linkedin.com/company/aeyi/]  Aeyi Aeyi is a GENAI-powered system that turns normal CCTV cameras into real-time safety and monitoring tools. * Instagram: https://www.instagram.com/aeyi_surve/ [https://www.instagram.com/aeyi_surve/]  * LinkedIn: https://www.linkedin.com/company/aeyi/ [https://www.linkedin.com/company/aeyi/]  Antimattr AI-powered earbuds for hands-free audio computing. * Instagram: https://www.instagram.com/antimattr.one/ [https://www.instagram.com/antimattr.one/] * LinkedIn: https://www.linkedin.com/company/antimattr/about/ [https://www.linkedin.com/company/antimattr/about/]  BloomRehab Rehabilitation robots for neuro and ortho recovery. * LinkedIn: https://www.linkedin.com/company/bloomrehab/ [https://www.linkedin.com/company/bloomrehab/]  Astraeus Innovus A ₹100 saliva test that screens for oral cancer in under 5 minutes. * LinkedIn: https://www.linkedin.com/company/astraeus-innovus/about/ [https://www.linkedin.com/company/astraeus-innovus/about/]  PlaceStation A desktop system that automates PCB assembly for faster, accessible electronics manufacturing. * Instagram: https://www.instagram.com/placestation_/ [https://www.instagram.com/placestation_/]  Prava A payments infrastructure layer built specifically for AI shopping assistants and agents. * Instagram: https://www.instagram.com/pravapayments/ [https://www.instagram.com/pravapayments/]  * LinkedIn: https://www.linkedin.com/company/prava-payments/ [https://www.linkedin.com/company/prava-payments/]  Turocrates Improving patient outcomes using a digital and AI-driven operating system for diagnostic labs. * LinkedIn: https://www.linkedin.com/company/turocrates-ai/ [https://www.linkedin.com/company/turocrates-ai/]  #WTFund

Nikhil Kamath ft. H.E Omar Sultan Al Olama | The Case for Youth in Politics | Special Ep

I sat down with His Excellency Omar Sultan Al Olama, the UAE’s youngest minister and the world’s first AI Minister, to unpack how modern governments think about the future and the role younger leaders play in shaping it. A last-minute conversation in Dubai that opened up a thoughtful discussion on youth in politics, leadership, and how AI is beginning to influence the way nations are governed. Big thanks to @IndiaGlobalForum for creating the space for conversations like this, and Manoj Ladwa, a dear friend and a rare connector between India and the rest of the world. People like him, through IGF are helping frame the ideas that will define this decade, and bring them to life 00:00 – Introduction  01:24 – Why AI Changes the Power Balance Between Countries  05:05 – Jobs, Intelligence, & What AI Takes Away From Humans  13:20 – Why This Conversation Happened at IGF  15:42 – Making of a Minister  22:18 – Why does anything matter?  24:42 – Machiavelli  30:23 – Fear or love? How are Leaders Remembered?  33:26 – UAE's Legacy & It's Perpetual Importance  38:04 – How UAE goes about it's diasporic Governance  48:13 – Taxes, Value Exchange, and What Citizens Expect  55:09 – Education, Work, and the Path to Government  1:12:19 – The Phone Call That Made Him AI Minister at 27  1:14:22 – Corruption, Incentives, and Power Structures  1:24:46 – AI & Governance  1:27:55 – Global Neutrality, Building Bridges & Restraint  1:37:49 – Blockchain, Discourse, and Closing Reflections  #NikhilKamath Entrepreneur & Investor Host of 'WTF is' & 'People By WTF' Podcast * X: https://x.com/nikhilkamathcio/ [https://x.com/nikhilkamathcio/]  * Instagram: https://www.instagram.com/nikhilkamathcio/ [https://www.instagram.com/nikhilkamathcio/]  * LinkedIn: https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app [https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app]  * Facebook: https://www.facebook.com/nikhilkamathcio/ [https://www.facebook.com/nikhilkamathcio/]  #omarsultanalolama : Minister of State for Artificial Intelligence, Digital Economy and Remote Work Applications at Government of the UAE * Twitter - [https://x.com/OmarSAlolama [https://x.com/OmarSAlolama]] * LinkedIn - [https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae [https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae]] Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn [https://tinyurl.com/4nsm4ezn]  Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 [https://tinyurl.com/yme92c59]  Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th [https://tinyurl.com/4tjua4th]  #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline

The Case for Youth in Politics | HE Omar Sultan Al Olama (One of the World's Youngest Ministers)

Came for a conversation, Left with a shift in perspective. A solid case to prove that age isn’t the barrier we think it is. A big thank you to  @IndiaGlobalForum  [https://studio.youtube.com/channel/UCWr5ComKejjkcaVmj-Vxofw] for hosting this dialogue. And to Manoj Ladwa, for being the bridge that makes conversations like this happen.  #NikhilKamath Entrepreneur & Investor Host of 'WTF is' & 'People By WTF' Podcast * X: https://x.com/nikhilkamathcio/ [https://x.com/nikhilkamathcio/]  * Instagram: https://www.instagram.com/nikhilkamathcio/ [https://www.instagram.com/nikhilkamathcio/]  * LinkedIn: https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app [https://www.linkedin.com/in/nikhilkamathcio?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app]  * Facebook: https://www.facebook.com/nikhilkamathcio/ [https://www.facebook.com/nikhilkamathcio/]  #omarsultanalolama : Minister of State for Artificial Intelligence, Digital Economy and Remote Work Applications at Government of the UAE * Twitter - [https://x.com/OmarSAlolama](https://x.com/OmarSAlolama) [https://x.com/OmarSAlolama%5D(https://x.com/OmarSAlolama)]  * LinkedIn - [https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae](https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae) [https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae](https://www.linkedin.com/in/omar-sultan-alolama-305b8366/?originalSubdomain=ae)]  * Watch 'WTF is' Podcast on Spotify https://tinyurl.com/4nsm4ezn [https://tinyurl.com/4nsm4ezn]  * Watch 'People by WTF' Podcast on Spotify https://tinyurl.com/yme92c59 [https://tinyurl.com/yme92c59]  * Watch 'WTF Online' on Spotify https://tinyurl.com/4tjua4th [https://tinyurl.com/4tjua4th]  #WTFiswithnikhilkamath #PeopleByWTF #WTFOnline