Drugmakers comment on Trump’s pharmaceutical tariffs

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On the edge of pharma, and for good reason.

Drug manufacturers are bracing for the wave effects of the tariff employed on the pharmaceuticals imported on the pharmaceuticals imported into the US, it is still not clear what they would actually look or when they will be announced.

But the Trump administration on Monday revealed that it has opened an investigation into a so-called section 232 as to how to import some pharmaceuticals affects national security-a step widely seen as a preamble to start tariffs on drugs. Over the weekend, Commerce Secretary Howard Lutnik also said that they would come in the next month or two. ”

As we stop the earning season, we are calling the investor and analyst closely calling how the drug manufacturer Tariff and their potential impact on their businesses.

So far, two of the largest pharmaceutical companies – Ellie lily And Johnson & Johnson – Trump’s tariff is pushed back to danger. He is the same two drug manufacturers who announced the investment of new multibibilian-dollars in American manufacturing in the last two months to make goodwill with the President.

J&J was the latest company to comment on tariffs during its earnings call on Tuesday, although some officials saw different views on the levy.

In an interview with CNBC, the company’s CFO Joe Walk stated that Trump “does not want to hurt anyone” with his tariff. He said that most of the drugs sent to the US in the investigation of the administration are likely to show, not cheap generic, not branded therapy sold by J&J.

“We and our partner are more in high science … that’s the place where we have a discrimination,” Volk said. “It is not only good for its business, but it provides America competitive advantage in terms of leading the world in life science.”

Some analysts were pleased with a similar comment of the walk for Bloomberg on Tuesday.

Lerink Partners’ analyst David Risinger said in a note on Tuesday that J&J management “reduced the tariff risk this morning, which we (company) and the branded bioforma look as a significant positive development for the perception of the danger for the industry.

But J&J CEO Joquin Duato echoed the warning of health policy experts, saying that tariffs can increase the cost of medicine for patients and increase the lack of medicine in the US

“There is a reason … why pharmaceutical tariffs are zero. This is because tariffs can cause disruption in the supply chain, which can cause lack,” Duto said during an earning call on Tuesday. He said that the tax policies would be a more effective device to promote the manufacturing capacity of both drugs and medical devices.

In addition, on Tuesday, J&P said it expects to record $ 400 million tariff expenditure in 2025, which reflects the already declared levy and does not predict the effects of drug-specific tariffs. This mainly belongs to the company’s medical equipment products, the authorities said on an earning call.

Duato’s spirit is similar to Dave Ricks, CEO of Eli Lily, who warned that the tariffs can obstruct research and development in the industry and hurt patients. He said that drug prices are essentially snatched in Europe and America, which means high cost from tariffs will be felt elsewhere.

Traditionally, there has been freedom of more pricing in the US, but recent laws, such as inflation reduction act, has introduced some value interaction or cap for drugs covered by Medicare.

Ricks told the BBC earlier this month, “We cannot violate those agreements, so we have to eat tariffs and trade-off within our companies.”

“Typically, it will be in employees or lack of research and development, and I predict that R&D will come first. This is a disappointing result,” Ricks said.

We will continue to follow the comment of pharma in this income season, so stay.

Feel free to send any suggestions, suggestions, story ideas and data to Annika at Annikakim.constantino@nbcuni.com.

Medtech and medical device manufacturers are hitting foot to reduce the impact of the new tariff of Trump administration on China, but already Jammu and Kashmir has extended the alarm that the new levy will produce $ 400 million headwinds for its orthopedic and cardiac device unit.

Medtech business groups are pressurizing the Trump administration for exemption for medical items, arguing duties, raising prices for the country’s health system and government through high cost of care in medicines and medicines.

But American manufacturers of protective medical devices are really happy with the new tariff, which is being placed on top of the existing levy. For needles and syringes from China, this is 245% import cost.

After years, the state-funded Chinese PPE manufacturers reduced them at a price, the new tariffs can help us to level the playground at home, the president of the Ultore Safety in New York told me. He says that it can give us growers a chance to participate from China, and with high versions of production, they can actually bring down prices.

Feel free to send any suggestions, stories ideas and data to the berth at bertha.coombs@nbcuni.com.

The US Food and Drug Administration has cleaned Dexcom’s updated G7 continuous glucose monitoring system for use by adults with all types of diabetes, the company announced in a release.

A constant glucose monitor, or a CGM, is a small sensor that pokes through the skin and sends real -time glucose readings to an app. Glucose is a type of sugar that people receive from food, and it is the main energy source of our body.

For diabetic patients, according to the disease control and prevention center, it is important to manage glucose to prevent and delay serious health problems.

Daxcomm CGM sells a series of products, including a consumer-friendly sensor called Stelo which was launched by the company in August. But its latest FDA withdrawal reflects its constant push to expand the market share within its main user base: patients with diabetes.

The biggest update of Dexcom’s new G7 system is its extended wearing time. The new G7 sensor will run for users up to 15.5 days, including a 12-hour grace period that gives users a buffer to switch their sensors. The previous generation lasted for 10.5 days, including the same 12-hour grace period.

Daxcomm competes with other major medical equipment companies such as Abbott and Medtronic that sell CGMs. According to companies’ websites, the CGM of Abbot can be worn for 15 days, while medtronic can be used for 7 days.

Dexcom’s update G7 is also slightly more accurate than its previous model, the company said. The new device is approved only for use in adults, however, while the previous generation can be used by patients aged two and above.

“This milestone sets a new standard in CGM and is a will for our continuous leadership in glucose biosening,” Dexcom’s Chief Operating Officer Jake Leach said in a statement.

The update G7 sensor will be available in the second half of the year.

After a rocky 2024, after the restructuring of its sales team and getting married per user low revenue, Dexcom’s stock lost about 37% of its value. The stocks have fallen more than 10% this year, while Nasdaq has fallen by more than 14% for the same period.

Analysts at Piper Sandler said that Dexcom’s latest FDA approval is a “meaningful catalyst” for the company. Depending on how President Donald Trump’s tariffs affect Malaysia, where Dexcom manufactures some of its equipment, analysts said that the 15-day sensor could be a “meaningful lift” in gross margin and revenue next year.

Analysts wrote in a note last week, “This product should allow DXCM to compete more effectively with its big competitor in space as it stops the wearing length difference.”

Lerink Partners’ analysts took a more lukewarm at the announcement, which was called “older positive” for Dexcom.

Read the entire announcement of Dexcom here.

Feel free to send any suggestions, tips, story ideas and data to Ashley at Ashley.capoot@nbcuni.com.