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Domestic fund managers are doubling down on pharma heavyweights, betting resilience and global scale will trump trade war tremors.
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Analysts said the sell-off last week was sentiment-driven, since US tariffs target branded and patented drugs while Indian exports are largely generic
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Donald Trump wants to use this as a way to push drug companies to manufacture more medicines in the US, as domestic production has declined sharply over the years.
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In a growth economy with nominal growth of 10 per cent or more, management of companies will weak growth will need to introspect on how to up their game
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The US government has long sought to shift pharmaceutical manufacturing back to domestic soil, citing both economic and national security concerns.
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'A renewed push for 'Buy America' could complicate matters for low-margin generics, and any uptick in regulatory stringency may weigh on sentiment,' said an analyst.
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Nifty Pharma index has extended gains for the 10th consecutive session. Nifty Auto index meanwhile extended gains for the third straight day.
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Pharma stocks: The Nifty Pharma index plunged nearly 2% to close as the top sectoral loser after Trump's statement.
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US Department of Health and Human Services expects drugmakers to align US prices for brand-name products across markets without generic or biosimilar competition
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Analysts said that the US President Trump’s latest executive order on drug price control could indirectly discourage Indian drug makers from pursuing specialty business in America.
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Nifty FMCG index climbed as much as 1.7 percent, with key constituents such as Hindustan Unilever, ITC, Varun Beverages and Nestle India registering leading the gains.
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The pharma sector is likely to maintain steady earnings. Most brokerages flag US business recovery as the key swing factor this quarter, aided by easing price erosion, new launches, and favourable currency movement.
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The recent global tariff changes have added uncertainty to markets, but India is being seen as better-positioned, with money managers pointing at sectors like banking, pharma, and energy as attractive bets.
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The US FDA however noted that the recall was a voluntary one, issued by the firm itself on March 13 this year.
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Currently, US charges nearly zero duty on pharmaceutical imports, while India imposes around 10 percent tax on pharma imports from US. Domestic pharma companies are fearful of any potential impact due to Trump's reciprocal tariffs.
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Trump had earlier said on March 24 that he will announce tariffs on automobiles, pharmaceuticals and aluminum in the near future. With the new tariffs in place for automobiles, investors worry that pharmaceuticals may be next on the list.
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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.
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Indian drugmakers earn a significant share of revenue from the US, the largest importer of Indian pharma products
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Aside from reciprocal tariffs, US President Trump has teased imposing tariffs on several import heavy sectors, including pharmaceuticals.
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Heavyweight pharma stocks like Dr Reddy's, Cipla, Lupin, and Sun Pharma dipped 1-3 percent, while Alkem Labs, Ipca Labs, and Wockhardt fell 3-6 percent, dragging the Nifty Pharma index down nearly 2 percent.
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Companies are preparing to launch the generic version of Semaglutide in India next year
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Budget 2025: Most demands for the pharma sector went unattended, failing to trigger any significant upside in pharmaceutical shares.
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The current market restrictions that are powering generic Revlimid revenues will end in January 2026
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Broad-based gains across most pharmaceutical stocks propelled the Nifty Pharma index over 1 percent higher, making it the sole sectoral gainer in today's trade.
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The Nifty Pharma index has so far this year gained 54.42 percent while the benchmark Nifty advanced 26.94 percent in the same period.
