Drug pricing negotiations

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Every pharma company I cover has U.S. production so tariffs are more bark than bite: BMO's Seigerman
Youtube· 2025-09-26 20:20
Fair enough. Mike, hang tight with us for a second. We are going to turn to Beimo's Evan Seagerman for his reaction to President Trump's new tariffs on the pharma sector.Some pretty big numbers, but then Aan Jabvers is telling us bilateral trade agreements will be honored. So maybe not as bad as feared, and it it doesn't seem like uh the stocks themselves are really worried here either. Evan, explain to us why.>> Exactly. So it's a 100% tariff, but it doesn't apply if a pharmaceutical manufacturer is buildi ...