Pharmaceuticals: Largely on expected lines
` GoM announces final drug pricing policy: Combinations stay out
` Reference price to be fixed on the basis of weighted average; market share cutoff at 1%
` Market reaction may be mixed; we think it removes a significant overhang for
the sector
` Initial working suggests 3-5% negative earnings impact for domestic companies
` Limited clarity on implementation; await further details
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Kotak report link:
http://www.kotaksecurities.com/pdf/indiadaily/indiadaily28092012dj.pdf
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