Majority of supplies from India is of generics so latest imposed tariff will have least impact until US changes their instance in future.
High value complex niche generics and Biosimilars may get impacted if the definition of ban extended at later stage
Way forward for Indian pharma companies will be to extend exports to ROW countries.
With current ban its is expected that branded drugs price will be increased which will further push for increase in demand of generics which may be beneficial for Indian pharma companies
However, it’s too early to interpret and need a close watch on how things will unfold for generic drug supplies
