Pharma Sector

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.

Trump's 50% tariffs threaten Indian goods: Which export sectors could suffer the most | Explained

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.

Indian pharma firms dread tariffs, but US may have the worst side effects

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 predicts robust growth for Indian pharma, picks five stocks to ride the wave

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.

India, Uzbekistan discuss ways to ensure quality, safety in pharma sector

Temirov stressed the importance of developing effective mechanisms to prevent the entry of low-quality and counterfeit drugs into Uzbekistan’s pharmaceutical market.

Govt looking to tweak regulatory norms for MedTech, pharma sectors: Niti's VK Paul

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.

Mankind Pharma down as Sikkim floods disrupt operations

In the past three months, the stock has risen over 2 percent against a 0.3 percent decline in the Sensex

US FDA to step up unannounced inspections on Indian pharma plants

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

Pharma deep dive: Not the time to buy hospitals, bullish on diagnostics, says Incred’s Khemka

Khemka also says there are many reasons unbranded generics won’t work in India.

Home and away: Indian pharma firms reap the best of both worlds in Q1 FY24

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.

Indian pharma market continues to cool down in July on lag in acute therapies

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.

Here is why Trideep Bhattcharya is bullish on Pharma

The veteran market investor follows a bottom up approach and likes the sector due to its diverse nature.

Pipeline Check: Here are the blockbuster drugs lined up by Indian drugmakers for US launch

Cipla is rolling out plans to launch a generic of Advair while Lupin has got approval for Spiriva

Who's winning the game in the Indian pharma market?

While acute therapies account for a higher share in the Indian pharma market, the chronic segment catching up at a higher speed

Indian Pharma Market records strong growth for second straight month in May

Indian drugmakers outperformed multinational pharma players in the Indian Pharma Market in May, a trend that has been going on since the past 12 months.

Pharma market misses estimates as inflation trims volume: Elara Securities

While growth was expected to touch 9-11 percent, the industry grew at only 5.6 percent, missing by 340 basis points in May 2023.

Days of steady US pricing for pharma players to come in FY24, says JM Financial

Not just pharma companies, JM Financial also sees a bright future for diagnostics as well as hospital players in FY24

Pharma Q4 earnings uncover persistent pricing pressure in US generics, says Nomura

The impact of this persistent pricing erosion was felt in the US revenues of companies like Alkem Laboratories, Gland Pharma, and Biocon, among others.

Gland Pharma’s prospects after dismal earnings fail to impress investors

Analysts are also concerned about the lack of optimism in the management's commentary on margins improving.

Is dual drug filing the right tactic for pharma companies now?

While only two large-cap players have firmed up plans to embark on this route, analysts expect other players too to follow suit, albeit majorly for key drugs, thanks to the gains involved in simultaneously filing for new launches from two sites.

Got Rs 10 lakh to invest? Tata MF’s fund manager picks 3 mutual funds to ride out volatile markets

A recession in global markets, especially in the US, might actually be a good news for India, as the domestic Information Technology sector could win some outsourcing contracts that were earlier for US-based companies, says Tata Mutual Fund’s Meeta Shetty

Brokerage firm Nirmal Bang sees favourable risk-reward in pharma

Pharma companies are likely to experience a recovery in margins, thanks to the easing of raw material costs and a reduction in price erosion in the US market.

Pharma industry hails budget’s 'positive thrust on research, innovation'

The industry leaders say they are waiting for the fine print of the programme aimed at supporting innovation in the pharma sector

Budget 2023: FM Sitharaman unveils new programme to promote innovation in pharma

The government will also encourage the pharma industry to invest in research and development in specific priority areas

Sun Pharma to get growth boost with addition of Deuroxolitinib to its speciality portfolio: Analysts

Brokers remain positive about the acquisition and believe in the growth potential of Deuroxolitinib, which is a part of Concert's patent portfolio