Group 1 - The impact of U.S. medical device tariffs on European medtech companies depends on whether products for disabled individuals are exempted [1] - The Nairobi Protocol states that medical products for disabled individuals should be exempt from tariffs, making it crucial to see if this agreement prevails [1] - Companies focused on chronic disease care, such as Kangaroo Health and Rehab宝, face higher tariff risks compared to hearing aid manufacturers [1] Group 2 - Another key factor influencing the tariff impact is the location of product manufacturing [1] - While the U.S.-EU trade agreement sets a maximum tariff of 15% on pharmaceuticals, it remains unclear if similar provisions apply to medical technology products [1]