US Tariffs on Branded, Patented Drugs: Minimal Impact on Indian Generic Pharma Exports
AI-Generated Summary
New US tariffs of 100 percent on branded and patented pharmaceutical drugs are expected to have a limited impact on Indian drug manufacturers, primarily because their significant exports to the US comprise generic, off-patent medicines. Analysts note that Indian companies largely focus on generic drugs, which are exempt from these new levies set to begin in October 2025. The move, targeting high drug prices from multinational pharma giants, highlights the critical role of Indian generics in US healthcare affordability.
In a nutshell
This analysis underscores the distinct market segmentation within the pharmaceutical industry, where trade policies targeting one segment (branded/patented drugs) may not significantly affect another (generics). It also highlights the strategic importance of Indian generic manufacturers in global pharmaceutical supply chains and their resilience to specific trade interventions.
Source: Lokmat Times