Geopolitical, Macroeconomic, & Regulatory Changes Impacting the Pharmaceutical Industry

Geopolitical, Macroeconomic, & Regulatory Changes Impacting the Pharmaceutical Industry

Summary

Within the first 100 days of the current US Administration, there have been a series of changes in the US that will impact the pharmaceutical industry.

To date, key outcomes have included -

• Leadership changes across the Department of Health and Human Services (HHS)
• Major cuts across key departments and health programs
• Additional regulations that may curb investments
• Introduction of a reciprocal tariff framework
• Significant tariffs on strategic sectors such as steel, aluminum, and automotive and potential tariffs on pharmaceuticals
• Heightened tensions between the US and China

• This report examines the transition of the 47th U.S. Administration toward a protectionist trade policy during its first 100 days.
• The analysis focuses on efforts to reduce the trade deficit while assessing the broader implications for domestic industry and global trade relations.