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167 days

Healthcare Stocks Avoid Tariff Damage. There Are Other Problems. - Barron's

1. New tariffs on Canada and Mexico unlikely to impact PFE significantly. 2. Healthcare sector faces broader challenges, including drug pricing and Medicaid cuts. 3. PFE CEO stated manufacturing can shift to U.S. if necessary. 4. Healthcare sector up 8.5% this year despite various risks. 5. Smaller medical-device companies were affected more acutely by tariffs.

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FAQ

Why Neutral?

PFE is capable of mitigating tariff impacts by shifting manufacturing to the U.S., similar to historical responses during trade disputes.

How important is it?

The ongoing issues around healthcare reform signal a crucial phase for PFE amidst broader sector challenges, even if tariffs are less impactful.

Why Short Term?

Immediate tariff impacts on production can be addressed quickly; however, ongoing healthcare sector pressures will have a lasting impact.

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