Eli Lilly And Novo Nordisk Could Face Policy Shifts As FDA Oversight, Tariff Risks Mount
1. Potential tariffs on pharmaceutical companies may exceed 25%. 2. FDA staffing changes could lead to delays in drug approvals. 3. Generic manufacturers face sensitivity to cost increases due to tariffs. 4. Adverse market reactions to FDA leadership changes may be overstated. 5. Future FDA guidance on 503A/503B could impact LLY's compounding strategies.