USFDA inspections in India have accelerated recently, raising concerns about potential adverse observations. But industry insiders say today’s pharma firms are better positioned than a decade ago, thanks to tech upgrades and de-risking strategies. Analysts expect limited impact on earnings and stock prices, as companies can better cushion regulatory actions.
Indian pharma’s US outlook has improved after years of pressure from price erosion and compliance hurdles. Drug shortages have temporarily slowed price erosion, while launches of key generic drugs have helped companies regain footing. Yet the real question is sustainability: will the same conditions hold, or will competition and supply normalization bring renewed margin stress?
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