罗氏董事长：仍预计诊断产品将受到美国关税的冲击

Core Viewpoint - Roche expects its agreement with the U.S. government to exempt its pharmaceuticals from current import tariffs, but its diagnostics division may face risks of new tariffs after the initial 150-day period [1][5]. Group 1: Agreement with U.S. Government - Roche is one of nine major pharmaceutical companies that reached an agreement with President Trump in December to lower drug prices in exchange for a three-year suspension of tariff threats [1][5]. - The company believes the agreement is binding and will continue to be exempt from drug import tariffs [1][5]. Group 2: Diagnostics Division Impact - The diagnostics division is projected to generate nearly 14 billion Swiss francs in sales by 2025, with most tests and instruments exported from Switzerland and other European countries to the U.S. [1][5]. - Roche also produces diagnostic products in the U.S. [2][6]. Group 3: Future Tariff Risks - After the 150-day tariff period, the company anticipates that the U.S. government may impose import tariffs again based on different legal grounds [3][7]. - Roche has no plans to split its diagnostics division, stating that it is not a topic of discussion and the company will continue to maintain it [4][8].