The new 100% tariff on any branded or patented pharmaceutical product will apply to all imports unless the company has already broken ground on building a manufacturing plant in the United States, Trump said.
India, which exported over $120 billion worth of goods to the US last year, risks losing its competitive edge across sectors that have long thrived under relatively low US duties.
Trump’s tariff threats have sent shockwaves through Indian pharma stocks, but analysts argue the real casualty could be the US healthcare system. With India supplying nearly half of US generics, tariffs might hike drug prices and cause shortages—hurting US consumers more than Indian drugmakers.
Motilal Oswal Wealth Management identified Lupin, Mankind Pharma, Piramal Pharma, Ipca Labs, and Max Healthcare as its top picks to capitalise on the robust growth in the domestic healthcare sector.
Temirov stressed the importance of developing effective mechanisms to prevent the entry of low-quality and counterfeit drugs into Uzbekistan’s pharmaceutical market.
VK Paul said Medtech Mitra is a humble initiative launched by the Indian Council of Medical Research (ICMR), which will pave the way for many potential products in diagnostics.
In the past three months, the stock has risen over 2 percent against a 0.3 percent decline in the Sensex
India will be a dominant part of planning the resilience of supply chains, United States Food and Drug Administration (US FDA) Commissioner Robert M Califf said
Khemka also says there are many reasons unbranded generics won’t work in India.
Improved pricing and competitive environment in the US and resilient sales in the domestic market aided an uptick in revenue. Easing raw material inflation and lower freight soothed margin pressure.
A slow offtake in the acute season resulted in weaker sales within the segment, dragging overall sales growth in the domestic pharma market in July.
The veteran market investor follows a bottom up approach and likes the sector due to its diverse nature.
Cipla is rolling out plans to launch a generic of Advair while Lupin has got approval for Spiriva