How Tariff Uncertainty Is Reshaping U.S. Pharma Supply Chains

The U.S. government’s 2025 tariff policy marks a major shift by introducing a 20% tariff on pharmaceuticals imported from China, products that were previously exempt under the WTO Pharmaceutical Agreement. Additional tariffs targeting imports from the EU and India are under consideration as of April 2025.
QYOBO is closely tracking these developments. Leveraging data from the QYOBO platform, we analyze the potential implications of the new tariff regime on U.S. pharmaceutical supply security, global supply chain dynamics, and strategic risks and opportunities for pharmaceutical companies.
Tariffs could lead to higher drug prices, supply disruptions, and manufacturing shifts. However, generics manufacturers may face greater challenges adapting due to cost constraints and limited margins.