Can India copy the world’s best-selling drug | What does the CBAM do? | The Daily Brief

Описание: In today's episode of The Daily Brief, we cover a two major stories shaping the Indian economy and global markets:

1. Keytruda Patent Expiry: Can Indian Pharma Crack the $31 Billion Cancer Drug Market?
As Keytruda (pembrolizumab) approaches its 2028 patent expiry, Indian pharmaceutical giants are racing to develop complex biosimilars of the world’s best-selling cancer drug. But recreating a biologic worth $31 billion annually isn’t easy — it demands advanced manufacturing, heavy investment, and regulatory precision.

2. What is CBAM? How Europe’s Carbon Tax Impacts India’s Steel Exports
The European Union’s Carbon Border Adjustment Mechanism (CBAM) has entered its definitive phase in 2026, imposing carbon costs on Indian steel exports. With India exporting ₹20,000 crore worth of steel to Europe annually, this climate policy could reshape trade flows, pricing, and domestic carbon taxation strategy.

Timestamps
00:00 Intro
00:27 The race to replicate Keytruda
13:36 How CBAM hits Indian steel
22:43 Tidbits

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