Growth Markets
Obesity drugs are booming as Lilly and Novo dominate with incretins, while rivals pursue new mechanisms and strike big deals. And China’s medtech market stabilizes as volume based procurement reshapes pricing, boosting local innovators while global firms face tougher access, rising competition and policy-driven disruption.
Beyond the fierce Lilly and Novo Nordisk competition in the weight-management market, other deep-pocketed firms are advancing their novel candidates and seeking a way in through dealmaking.
Chinese medtechs are expanding rapidly worldwide, but gaining market access within China itself – poised to become the world’s largest medtech market – is proving to be a very different challenge.
“Tubulis is not a single-asset company… It’s an innovation powerhouse,” said CEO Dominik Schumacher in an interview with In Vivo. He outlined the company’s clinical progress, funding momentum and how Tubulis will navigate the competitive biotech market in 2026.
Leaders from MSD, Immuneel Therapeutics and ICICI Lombard discuss the pathway and potential models to deliver a billion-dollar therapy in India.