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Pharma: Trump’s executive orders may possibly provide better market access opportunities

Indian drugmakers such as Cipla, Cadila, Lupin, Dr Reddy’s, Sun Pharma and a few small-sized pharma companies such as Laurus Labs may benefit from a likely revamp of US medicare

July 27, 2020 / 08:06 PM IST
Pharma: Trump’s executive orders may possibly provide better market access opportunities

Bharat Immunologicals & Biologicals Corporation | In the last four months, the stock price has risen 444 percent to Rs 31.34 per share from Rs 5.76 per share on March 27, 2020.

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Anubhav Sahu Moneycontrol Research Highlights - Executive orders aimed at reducing drug prices by squeezing middlemen - To cap drug prices based on prices in economically comparable countries - Orders likely to have a lesser impact on generic players - Any positive outcome on market access front can benefit Indian pharma - Companies to watch: Cipla, Cadila, Lupin, Dr Reddy’s, Sun Pharma, Laurus and Biocon President Donald Trump’s executive orders, aimed at substantially reducing drug prices for the US residents, underscore the campaign pitch of the next election. Pharma pricing has...

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