Eli Lilly Benefits from Domestic Manufacturing Amid Pharma Tariffs

about 1 month ago

Nathan Hager & Valerie Teitel

"He announced 100% tariffs on imports of patented drugs, with the big caveat being that there will be exemptions if construction has started on a U.S. manufacturing base... Eli Lilly, up almost 2%, and a negative for Novo Nordisk over in Copenhagen."

Eli Lilly appears to benefit from the new pharma tariff regime due to its stronger domestic manufacturing footprint, positioning it to gain relative to competitors that rely more on foreign operations.

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