Pharma gains confidence around threatened Trump administration tariffs on drug imports: Big Pharmas are notching wins with the Trump administration through new US manufacturing and national security commitments, which improves the potential for tariff exemptions or delays.
Big Pharma earnings don’t feel the impact of Trump's current tariffs—yet: Several large pharmas kept yearly financial guidance in place during Q1 earnings calls, highlighting how they’re absorbing current tariff costs. However, major business disruptions will take effect once Trump’s threat of 25% or more pharma tariffs lands.
Abbott estimates millions in tariff costs, but may blunt some effects with $500 million investment in new US manufacturing: Pharma manufacturers currently under reprieve should pay attention to medtech industry effects and strategy shifts.
Brand-name drug prices could see the biggest jumps under newly promised tariffs: The Trump administration’s renewed push for pharma tariffs would mean higher drug manufacturing costs across the board, but especially for brand-name medicines.
Novartis is the latest Big Pharma company to invest billions in US production capacity: The largest drugmakers continue moving manufacturing to the US as the industry awaits Trump’s tariff plan for pharma. Generic drugmakers—which supply 90% of US prescriptions—won’t have the same maneuverability.
Once valued at $100 billion in 2015, Walgreens Boots Alliance has seen its market value plummet to approximately $10 billion today, with shares down 45% in the last 12 months—making it the worst-performing stock in the S&P 500 in 2024.
Peloton owns half of all at-home fitness market sales, according to a February Earnest Analytics survey.
Lawmakers investigate telehealth tie-ups with pharma: Despite more scrutiny over potential conflicts of interest, we expect even more Big Pharma D2C launches this year.
Noom expands into hormone replacement therapy: Companies must tread carefully as they enter a new prescription drug segment that comes with medical risks.
Consumers believe they were misled about COVID-19: Their trust in public health leadership will likely only worsen as federal agencies purge personnel and messaging on medical treatments and protective measures gets muddier.
Trump health leaders lean into supplements: As public health agency leaders promote vitamin and mineral supplements, brands and marketers need to maintain trusted science and education messages.
The news: CVS is experimenting with a new store format designed around its pharmacy services rather than front-of-store household items and snacks, according to a WSJ report.
Pharma ramps up US manufacturing: It’s part of the industry’s response to President Trump’s threatened tariffs on drug imports. We explore some of the pros and cons around reshoring drug manufacturing.
Digital MSK company Hinge Health files for IPO: Investors might be intrigued by Hinge, even as digital health companies have been hesitant to go public in the past few years.
News and magazine apps have the highest engagement score in North America, with 29% of monthly active users coming back daily, according to a September 2024 Airship survey.
Everyone is talking about Hims’ Super Bowl weight loss drug ad: The reaction has been largely negative. We examine why it’s a gamble that will likely pay off for Hims.
Key stat: 19% of US adults play team sports, up from 11% in 2020, according to CivicScience, signaling that people aren’t only watching sports, they’re participating as well.
Study reveals Amazon Pharmacy’s RxPass improves medication adherence: Subscription programs for prescription drugs could be a model worth exploring for struggling retail pharmacy incumbents.