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22.07.26 - 16:33
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UBS Warns Trump′s 100% Generic Drug Tariff Puts Indian Pharma "On Notice"; Goldman Flags Reshoring Winners (ZeroHedge)
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UBS Warns Trump's 100% Generic Drug Tariff Puts Indian Pharma "On Notice"; Goldman Flags Reshoring Winners
President Trump will impose a 100% tariff on imported generic drugs starting in August 2028, rising to 200% a year later, unless manufacturers shift production to the US.
"This is done in order to RESHORE Generic Pharmaceutical Production into America, with a penalty to those Companies that decide not to build Plant and Equipment within the stated period of time given to them," Trump wrote on Truth Social late Tuesday.
He continued, "The objective of this Policy is to protect the people of the United States. The Policy on Patented, Branded, or Innovative Drugs, which has been so successful, will remain as is," adding, "Pharmaceutical Facilities are being built, at a level never seen before, all over the United States of America."
Trump's announcement is the latest effort to reshore critical supply chains, and in this case, boost domestic productio...
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11.05.26 - 08:01
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India′s Biocon on Generic GLP-1 Push (Bloomberg)
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Biocon CEO, Shreehas Tambe, discusses their push into the generic GLP-1 market, after Novo Nordisk cut prices of its blockbuster weight-loss and diabetes medications in India. He also spoke about the company's latest set of earnings on Insight with Haslinda Amin. (Source: Bloomberg)...
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10.05.26 - 22:00
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Novartis seeks to deepen India innovation play (Times of India)
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Swiss pharma major Novartis is sharpening its strategy in India as a pure-play innovator across core therapy segments, including cardiovascular, oncology, and immunology. The company is moving further up the value chain in India, with early scientific discovery and Phase I studies beginning to take shape....
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