According to Vishal Manchanda, Pharma Analyst, Systematix Group, potential US action on drug pricing is seen as focused on patented medicines, limiting direct impact on Indian generic manufacturers. Companies with higher exposure to specialty drugs may need to consider pricing agreements to avoid penalties. The expected earnings impact for affected firms remains contained. Sector dynamics continue to favour businesses with lower dependence on US generics, while policy developments and ongoing investigations remain key factors to monitor.
