US Tariffs on Patented Drugs: Limited Earnings Impact for Indian Pharma, Sun Pharma Faces Supply Chain Decisions
AI-Generated Summary
Analysts predict US tariffs on imported branded and patented pharmaceutical products, effective October 1, will have a limited earnings impact on Indian drug makers. While Sun Pharma faces headline risk, the largely non-discretionary nature of these products allows for cost pass-through, and companies may shift manufacturing to US facilities to mitigate the impact.
In a nutshell
This analysis highlights the critical need for pharmaceutical companies to strategically evaluate global supply chains and manufacturing footprints in response to evolving international trade policies, potentially leading to increased US-based production.
Source: NDTV Profit
