Ok so now we’ve had the inevitable Capital Raising I have a new concern about the potential for a 25% US tariff on pharma imports which might conceivably catch products within the 4DX stable.
I’m interested here but already exposed to the whims of the US FDA and Trump via OCC (and a tiny residual holding of PNV) as well as exposures via CSL.
Has anyone formed a view as to whether a US import tariff on pharma would be likely to capture 4DX in any way? What if the tariff included products and devices?
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