Do you think stocks already priced in this news?

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Which stock

obv pharma stocks

Thank you

It's subsidised here in India. Most do not make a profit here but in the US market. GLP drugs are an exception to that are expected to make money here.

I read HCG and Apollo Hospitals are more prone to this And not yet priced in, may fall more once formalised and notification is out after final list of medicines

I was only considering the Pharma sector. If Apollo and HCG fall then Pharma has to gain. Hospitals will fall beacuse they have margins on these?

Given the fact having cancer in India can financial ruin a family, if this policy actually work it would be good for everyone but manufacturer and few hospitals