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Groww is India’s Best Investment App and the Largest stockbroker, trusted by 4 crore+ investors in India. Open Free Demat : https://app.groww.in/v3cO/bhyijw1z In this video, learn how Chinese materials company Sunresin captured a dominant global market share in carrier resins for Solid Phase Peptide Synthesis (SPPS) without producing a single GLP-1 injection. Discover how the explosive surge in demand for weight-loss drugs like Ozempic, Wegovy, and Mounjaro relies on a niche $112 million carrier bead market to anchor complex 31-amino-acid peptide chains. Find out how strict regulatory validation lock-ins, high gross margins, and expanding generic price wars in emerging markets turn critical raw material suppliers into the most defensible picks-and-shovels beneficiaries of the global pharma boom. 0:00 : Introduction 0:54 : The $130B Opportunity 2:00 : How Peptides Are Made 3:57 : The Monopoly Player 6:24 : The Regulatory Moat 8:44 : Bottleneck Investing 11:15 : Conclusion .. Research Analyst disclaimer: https://groww.in/p/sebi-research-analyst-regulations Name of the Research Analyst - Shreesha Ramesh Desai SEBI Registration name & number - bit.ly/4iBf3z8 .. About the anchor - Jayant Mundhra: Jayant started career as a business analyst at Bain & Company, then worked in the startup ecosystem for a few years, post which he dived into the world of content, decoding business and economics on LinkedIn, Instagram, Substack and WhatsApp. Find him here: Instagram - https://www.instagram.com/marketswithjayant/ LinkedIn - https://www.linkedin.com/in/jshilanjanm/ WhatsApp community - https://t.ly/h2jq1 Substack Newsletter (Decoding the Dragon) - https://t.ly/chnwj Substack Newsletter (BharatNama) - https://t.ly/bwj

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