Donald Trump's proposed 200% tariff on generic drug imports raises concerns for Indian pharma, but experts suggest a limited long-term impact due to India's cost advantage, US dependence on imports, and lengthy factory approval timelines, making large-scale manufacturing shifts difficult.
Indian pharmaceutical companies are undergoing a significant transformation, moving from a generics-focused model to innovation by 2035. This shift, driven by R&D investment and global regulatory changes, is creating new opportunities, including in GLP-1 drugs and supply chain diversification, which the market is yet to fully price in.
Indian pharmaceutical giant Sun Pharma is set to acquire US-based Organon & Co. for $11.75 billion in an all-cash deal. This landmark acquisition, one of India's largest overseas ventures, will propel Sun Pharma into the top 25 global pharma companies. The move significantly bolsters its presence in women's health and biosimilars, expanding its global reach across 150 countries.
