印度制药部门面临着挑战,但有些公司在专利经验中看到了收益。 India's pharmaceutical sector faces challenges, but some companies see gains amid patent expiries.

印度制药部门面临出口关税和宏观经济不确定性等挑战,导致尼夫提制药指数在2025年上半年下跌6%。 India's pharmaceutical sector faces challenges like export tariffs and macroeconomic uncertainty, causing the Nifty Pharma index to fall 6% in the first half of 2025. 尽管如此,Laurus Labs和Abbott India等公司还是看到了收益。 Despite this, some companies like Laurus Labs and Abbott India saw gains. 由于美国潜在的政策威胁,投资者持谨慎态度,但对CDMOs和GLP-1药物制造商持积极态度。 Investors are cautious due to potential US policy threats but positive about CDMOs and GLP-1 drug manufacturers. 美国有63.7亿股专利前科,Cipla和Lupin等定位公司可以使该行业受益,促进增长。 The industry could benefit from a $63.7bn wave of US patent expiries, positioning firms like Cipla and Lupin for growth.