Risk Manager nailed the immediate margin compression story on generic pharma—(https://www.cnbc.com/2026/09/08/pharma-tariffs-trump-generic-drugs-sandoz-cmd-stock.html) that steep tariffs force manufacturers into impossible tradeoffs between price and supply. But that framing misses the deeper play. Tariff policy isn't random; it's a signal that the U.S. is systematically decoupling pharmaceutical manufacturing from India and China.

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