The Core Report #721 Markets Grapple With High Intensity IPO Demand
Nov 9, 2025
In this engaging conversation, Sheetal Sapale, a pharma intelligence expert at Pharmarack, discusses the soaring sales of Monjaro and seasonal trends in respiratory medicines. Shankkar Aiyar, a veteran economic journalist, delves into the implications of state cash-transfer schemes and their effects on governance and public finance. They explore how these transfers can impact labor mobility, raise costs, and create fiscal strains. The discussion also touches on the shifting dynamics in pharmaceutical sales and consumer inflation trends.
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Consumer Inflation Near Decadal Low
- India's consumer inflation plunged to near-decade lows largely due to falling food prices and a higher base effect.
- Economists also attribute part of the decline to GST cuts implemented in late September.
GST Cut Fuels Vehicle Demand
- GST cuts drove a sharp jump in retail vehicle sales, especially in rural areas and entry-level cars.
- Rural car sales grew three times faster than urban sales, indicating stronger rural demand post-tax cut.
Monjaro's Rapid Rise In Sales Value
- Weight-loss drug Monjaro reached record monthly sales value faster than any prior drug in India.
- Its high per-unit price and rapid uptake dethroned long-time top seller Augmentin within months of launch.
