US Tariffs: Only Sun Pharma exposed to some headline risk, but with limited earnings impact

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US tariffs on patented drugs begin October 1. Indian drug makers will likely see limited impact. Generic medicines are exempt from these new levies. Sun Pharma, with significant US patented drug sales, faces some headline risk. Analysts predict minimal earnings impact for Sun Pharma. The company may shift manufacturing to US plants, a process requiring time and resources.