Pharmaceuticals: US tariffs on branded drugs, generics exempted
We believe the key motive behind tariffs is to push the innovator company toward MFN or investment in plants/R&D to bring down drug prices.
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Pharmaceuticals: IPM: steady 11% growth in Jan-26
As per IQVIA, IPM recorded strong growth for Jan-26 at 11% YoY (vs 15% in Dec-25), units grew by 1.1% YoY (4.4%% in Dec-25). Growth was led by CVS,...
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Impact of India-US Trade Deal
The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...
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Impact of India-US Trade Deal
The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s...
157 Views
HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas...
Dr Reddy’s Laboratories: EBITDA^ declined 11% YoY due to moderate sales growth of +4% YoY (as 10% QoQ decline in the US on lower gRevlimid sales...
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