Ocular Therapeutix (OCUL) 2025 Conference May 20, 2025 02:35 PM ET Speaker0 Capital Markets and it is our great privilege to have Ocular Therapeutics joining us for a fireside chat. Representing the company we have Praveen Dugal, Executive Chair, President, and CEO. Praveen, thanks so much for joining us. How are you doing today? Speaker1 Great, Lisa, and thank you. Thank you for having us on this great conference. An honor to be here, and thank you for the invitation. Speaker0 Excellent. Well, Praveen, jus ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth?A few weeks ago I shared a note with Seeking Alpha readers on President Trump's promise to impose tariffs - possibly as much as 25% or more - on pharmaceutical products imported into the US.The group is for both nov ...

Core Viewpoint - Pharmaceutical stocks are generally considered safe investments during market volatility, as their underlying businesses remain stable regardless of economic fluctuations [1] Group 1: Market Performance - The three largest pharmaceutical companies by market capitalization—AbbVie, Eli Lilly, and Johnson & Johnson—have shown solid stock gains this year, even as major market indexes have declined [2] Group 2: Tariff Concerns - Johnson & Johnson has included approximately $400 million in its 2025 guidance to account for potential tariff impacts, specifically on its medtech business [4] - President Trump announced plans to impose a "major tariff" on drug imports, indicating a forthcoming "tariff wall" that could disrupt supply chains and lead to shortages [4][5] - AbbVie’s CEO expressed skepticism about the ability to pass increased costs from tariffs onto customers due to existing contractual penalties and government regulations [6] Group 3: International Reference Pricing - The Trump administration is considering international reference pricing for Medicare and Medicaid drugs, which could significantly impact revenue for AbbVie, Lilly, and Johnson & Johnson [8][9] - The pharmaceutical industry organization PhRMA warns that international reference pricing could lead to delays in access to medications, fewer new therapies, and diminished U.S. leadership in biopharmaceutical innovation [9] - Each of the three companies has high-cost medications under Medicare Part D, making them particularly vulnerable to revenue reductions if international reference pricing is implemented [9] Group 4: Future Outlook - Despite concerns over tariffs and international pricing strategies, there is no immediate expectation of a stock crash for AbbVie, Lilly, and Johnson & Johnson [10] - The Trump administration has indicated that drugmakers will have time to adjust their manufacturing processes before tariffs take effect, and the companies are already investing in U.S. facilities [11] - Previous attempts to implement international reference pricing were blocked by legal challenges, suggesting that future efforts may also face significant opposition [12]

Albert Bourla, chairman and CEO of Pfizer, speaks at The Wall Street Journal’s Future of Everything Festival in New York City, U.S., May 22, 2024.Pfizer CEO Albert Bourla on Tuesday said uncertainty around President Donald Trump's planned pharmaceutical tariffs is deterring the company from further investing in U.S. manufacturing and research and development. Bourla's remarks on the company's first-quarter earnings call came in response to a question about what Pfizer wants to see from tariff negotiations t ...

President Trump told attendees at the National Republican Congressional Committee dinner on April 8, "We're going to be announcing very shortly a major tariff on pharmaceuticals." The president believes these tariffs will push drugmakers to manufacture their products in the U.S. instead of in other countries. Importantly, AbbVie's increased full-year earnings guidance included a disclaimer. The company noted that the guidance "is based on the existing trade environment and does not reflect any trade policy ...