New Delhi, May 30 -- Weight-loss drugs such as Ozempic and Wegovy have shaken up global pharma. With proven outcomes and rising demand, the segment could hit $150 billion by 2035. It's no surprise that companies across the healthcare chain are rushing to get a piece of the action.

Onesource Specialty Pharma Ltd, which demerged from Strides Pharma Science Ltd and listed on 24 January 2025, wants it, too. The company is building capacity, developing complex products, and onboarding global customers. Revenue from weight-loss drug supplies is expected to start in 2025-26, with scale-up by 2026-27.

So, is this newly listed contract development and manufacturing organization (CDMO) just getting started, or is the rally already pricing it in? ...