Pharma Trif’s relief is likely to have not long been long as the sector’s duties on the horizon

Overlasting pharmaceutical companies breathed on Wednesday after US President Donald Trump revealed that they will not be subject to mutual definitions – but this break can prove cross with the White House progress in plans for this sector.

The Trump administration is considering launching the so -called 232 drug investigations, among other industries, which may lead to import duties under the Trade Expansion Law.

“The pharmaceutical companies will return back, they go back, and they all return to our country because if they do not get a large payment tax. If they do so, I will be very happy,” Trump said during the announcement of the “Liberation Day” tariff if they do not get a large tax to pay it.

In the announcement of the national emergency accompanying the tariff plan, the White House indicated the “sharp, particular” need to enhance local manufacturing across sectors such as medicines, cars and shipbuilding.

Healthcare shares opened slightly higher on Thursday, but the Stoxx Healthcare index then decreased by 0.4 % by 11:00 pm London time, as losses extend from the previous session as investors prepared for more uncertainty.

Switzerland Rush LED decreased, watered 2.4 %, while the Wigfi Novo manufacturer fell 0.7 %. Other regional players, including Novartisand Bavari Northand Astrazeneca I put a little top.

The hopes of the pharmaceutical industry in the tariff tariffs at the sector level faded after Trump last week certain An advertisement will come soon, but the drug makers have been pressuring the administration since then The gradual approach It allows companies to transfer time to manufacture in the United States.

City said on Thursday note: “The powerful possibilities of the stage of the stage, if they are fulfilled, can reduce immediate shocks throughout the industry,” City said on Thursday.

However, even with a late approach, the complex nature of pharmaceutical supply chains means that “transformations are widely in a multi -year schedule”, making any satisfaction that is likely to be short -lived.

Novo Nordsk He refused to comment on the developments of the customs tariffs on Thursday, but the Chairman of the Board of Directors told CNBC last week that the company was not speculating of any tax announcements, and instead it focused on “flexibility”.

Novo Nordisk has already a great presence in the manufacture of the United States, which Lund said was “expanding”, but will not comment on the share of American sales derived from American plants nor the potential impact of definitions on the prices of medicines in Wegovy.

Roche said in a statement on Thursday that she had a full value chain for medicines and diagnosis in the United States, as she employs 25,000 employees – but added that she was “considering additional American investments to continue to meet patients’ needs.”

Astrazneca refused to make the British drug industry to comment before more ads for the sector.

Meanwhile, Novonesis Danish Biotechnology, which has a large imprint in the United States, told CNBC on Tuesday that “uncertainty” about the customs tariff strategy was likely to be frustrated by investment and demand for consumers.

She said: “He pays uncertainty, and when you are not sure, you stop temporarily.