CALCULATE YOUR SIP RETURNS

Pfizer Deal Sparks Pharma Rally; Sun Pharma, Lupin Share Price Gain Up to 4%

द्वारा लिखित: Kusum Kumariअपडेट किया गया: 1 Oct 2025, 6:59 pm IST
Pfizer-US trade deal boosts pharma stocks; Nifty Pharma rises 1%, Pfizer jumps 8%, while Sun, Lupin, and other firms gain 2–4%
Pfizer
शेयर करेंShare on 1Share on 2Share on 3Share on 4Share on 5

Shares of pharmaceutical companies surged in early trade after Pfizer announced an agreement with the US administration. Pfizer’s NSE stock jumped 8% to ₹5,442. Other pharma firms like Lupin, Eris Lifesciences, Sun Pharma, Laurus Labs, Piramal Pharma, Biocon, Granules India, and Suven Lifesciences rose 2–4%.

Market Performance

Intra-day, the Nifty Pharma and BSE Healthcare indices gained 1% each, outperforming the broader Nifty 50 and BSE Sensex, which were up 0.1–0.12%. However, over the past week, the BSE Healthcare index fell 2.6%, compared with a 1.8% decline in the benchmark indices.

What Triggered the Rally

Pfizer-US agreed to lower prices on select drugs in exchange for tariff relief. Under the deal, Pfizer will provide certain medicines at an average 50% discount through the new TrumpRx platform launching in 2026. The agreement also offers a 3-year exemption from potential pharmaceutical tariffs under the US Section 232 probe.

Implications for Indian Pharma

  • Contract Development and Manufacturing Organisation (CDMO) companies with US plants may benefit.
  • Pure-play generics like Ajanta Pharma, Alkem, and Marksans are largely unaffected. Firms with both branded and generic portfolios, such as Sun Pharma, Dr. Reddy’s, and Cipla, face moderate revenue and margin risks but have mitigation through US manufacturing.

Also Read: Check the list of Stock Market Holidays in 2025!

Conclusion

The Pfizer-US deal provided a short-term boost for pharma stocks and could shape pricing and tariff strategies for Indian companies with US exposure. Investors should watch how other firms respond and whether more agreements follow.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Published on: Oct 1, 2025, 1:29 PM IST

Kusum Kumari

Kusum Kumari is a Content Writer with 4 years of experience in simplifying financial market concepts. Currently crafting insightful content at Angel One, She specialise in breaking down complex topics into easy-to-understand pieces, blending expertise in market fundamentals and technical analysis.

Know More

We're Live on WhatsApp! Join our channel for market insights & updates

Open Free Demat Account!

Join our 3 Cr+ happy customers

+91
Enjoy Zero Brokerage on Equity Delivery
4.4 Cr+DOWNLOADS
Enjoy ₹0 Account Opening Charges

Get the link to download the App

Get it on Google PlayDownload on the App Store
Open Free Demat Account!
Join our 3 Cr+ happy customers