Trade policy is creating protection-led pricing upside alongside broader cost and demand risks

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While IEEPA tariffs were struck down, companies now face a shifting tariff environment with new Section 301 tariffs on 60 countries and potential pharmaceutical-specific tariffs. CAH highlights tariffs on branded pharmaceutical products under a presidential proclamation and potential future tariffs on generics (100% in 2028, 200% in 2029), while NRGV reports implementation of new Section 301 tariffs creating ongoing trade uncertainty. The net effect is a transition from one tariff regime to another, with companies needing to reassess sourcing and pricing strategies.

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