Trump's pharmaceutical tariffs could affect some drugmakers more than others
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最新报道：Former President Donald Trump's proposed tariffs on pharmaceutical imports could significantly impact Swiss drugmakers Novartis and Roche, analysts warn. The potential 10% levy on foreign medicines, aimed at boosting US production, may squeeze profit margins for companies generating over 50% of sales in America. Novartis derives 47% of revenue from the US market, while Roche's Genentech unit accounts for 42% of its pharmaceutical sales. Both firms have already faced pricing pressures from Medicare negotiations. Industry experts suggest the tariffs could accelerate pharmaceutical companies' plans to shift more manufacturing to the US, though building new facilities typically takes 5-7 years. The proposal comes as Trump campaigns on reshoring American industries ahead of the 2024 election.
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