Overview

• Major drugmakers have launched pilot direct-to-consumer services offering discounted online drug sales, including Pfizer and Bristol Myers Squibb’s cash-price Eliquis program.
• Pfizer CEO Albert Bourla said he is in active talks at the highest levels of the U.S. government to shape new pricing and distribution policies.
• The Commerce Department is nearing completion of a pharmaceutical import investigation that could trigger sector-specific tariffs of up to 250%.
• In response to tariff and pricing pressures, leading firms have announced plans to expand U.S. manufacturing capacity to mitigate potential duties.
• Pfizer affirmed that it can absorb initial tariff impacts and price adjustments while still meeting its full-year revenue forecast of $61 billion to $64 billion.