Sep 18, 2026 · 15 min · 7 segments
Private equity is assembling pharma platforms one sub-scale asset at a time. Why haven’t Indian pharma promoters done the same? That is the starting point for Episode 5 of My Pharma Reviews – The…
The only thing that I'm trying to kind of, you know, understand a little deeper is that, you know, how do such exponential growth initiatives happen given that these CEOs will probably have a three to five year runway, you know, and so you've helped me understand that really well on how you can break it down into three into 90 days, six months, one year and three years.
So let's let's kind of, you know, zoom back a little bit because I think the contrast becomes more interesting when we zoom out a little bit, you know.
So India has seen plenty of big ticket consolidations, you know, like Sun Run Back Sea, Mankind, BSV.
Glenmark and DRL's various deals and so on, you know, but those are like large players buying large players.
We've never seen Indian promoters really trying, you know, the small asset roll up, buying three or four subscale specialist brand portfolios and building a new platform from scratch.
You know, the way that Bob is doing here and the way that Chris Capital is attempting to do and all that.
Why do you think that hasn't happened?
The only thing that I'm trying to kind of, you know, understand a little deeper is that, you know, how do such exponential growth initiatives happen given that these CEOs will probably have a three to five year runway, you know, and so you've helped me understand that really well on how you can break it down into three into 90 days, six months, one year and three years.
So let's let's kind of, you know, zoom back a little bit because I think the contrast becomes more interesting when we zoom out a little bit, you know.
So India has seen plenty of big ticket consolidations, you know, like Sun Run Back Sea, Mankind, BSV.
Glenmark and DRL's various deals and so on, you know, but those are like large players buying large players.
We've never seen Indian promoters really trying, you know, the small asset roll up, buying three or four subscale specialist brand portfolios and building a new platform from scratch.
You know, the way that Bob is doing here and the way that Chris Capital is attempting to do and all that.
Why do you think that hasn't happened?
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