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US drug tariff risk limited for Indian pharma; Sun Pharma exposure in focus: Vishal Manchanda
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.
Stocks to Watch Today: Gaudium IVF, Vishal Mega Mart, Netweb Tech, MSTC, Brigade Enterprises, Hindalco, Zaggle Prepaid in focus on 27 February
Stocks to Watch, 27 Feb: Stocks like Vishal Mega Mart, Gujarat Mineral Development Corporation, Netweb Technologies, MSTC, Engineers India, Onesource Specialty Pharma, Greaves Cotton, Hindalco Industries, and Indian Railway Finance Corporation will be in focus on February 27.