Pharmaceuticals
White House Imposes 50% Tariffs on Full Transaction Value in Section 232 Overhaul
April 6 proclamation shifts metals tariffs from content-based to full customs value, raising effective rates on derivatives while pharmaceutical and Iran actions weaponize supply chains.
Trump Forces Pharma Into Binary Choice: Cut Prices or Face 100% Tariffs
New tariff regime targeting patented drugs creates a two-tier system with $400 billion in manufacturing commitments at stake.
Eli Lilly’s $2.75 Billion Insilico Deal Marks Enterprise AI’s Shift From Hype to Production
Big Pharma's largest generative AI partnership validates vertical specialization over generalist models—and signals that geopolitics won't block deals where ROI is measurable.
Strait of Hormuz Blockade Triggers Multi-Sector Supply Crisis Beyond Oil
Semiconductor, pharmaceutical, and fertilizer disruptions create a novel inflation mechanism through manufacturing-capacity destruction and healthcare scarcity premiums.
Moderna Settles $2.25 Billion Patent Dispute, Shares Jump 10% on Legal Clarity
The biotech resolves a long-running lipid nanoparticle infringement case with Arbutus and Genevant, clearing a path for its post-COVID vaccine portfolio.