US Generics Tariff Back in Focus; Expect Limited Impact

Research evidence excerpt

US Generics Tariff Back in Focus; Expect Limited Impact

UpdateM

Indian Pharma Companies with Existing Plants in the US

Exhibit 1: Key Indian generics companies having US-based manufacturing footprint

Company Existing US plant / facility Product / capability Relevance to tariff risk

API manufacturing in Chattanooga, TN;

Sun Pharma finished dosage plants in New API + finished dose manufacturing Existing US footprint should help, subject to

Brunswick, NJ and Billerica, MA final exemption rules.

InvaGen facilities in Long Island, NY and Tablets/capsules, dry powder

Cipla Meaningful US manufacturing presence,

Fall River, MA inhalation, metered dose inhalers

especially respiratory.

Somerset, NJ manufacturing facility;

Lupin Coral Springs, FL inhalation R&D/pilot Commercial manufacturing + R&D Somerset is Lupin’s first and only commercial

manufacturing manufacturing facility in the US.

US manufacturing presence via Aurolife; also

Aurobindo Pharma Aurolife Pharma LLC, Dayton, NJ Pharmaceutical manufacturing

R&D in Durham, NC.

Dr. Reddy’s Middleburg, New York API manufacturing plant Company has API plant in US

Biologics facilities in Emeryville and

Zydus Lifesciences Biologics CDMO manufacturing Adds strategic US biologics manufacturing

Berkeley, CA via Agenus acquisition

footprint.

First US manufacturing facility; capacity of up

Biocon Cranbury, NJ Oral solid dosage formulations

to 2bn tablets annually.

Oral solids, sterile injectables,

Glenmark Pharma Monroe, NC First US manufacturing plant; designed for

nebulizer products

tablets/capsules, injectables and nebulizers.

Generics; sterile injectables / allergy US FDA-approved North American

Jubilant Pharmova Salisbury, MD and Spokane, WA

therapy manufacturing base.

Strong US CDMO manufacturing footprint,