Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we expect, no meaningful impact to our results as a result of the current tariff environment
The ongoing discussions and pending decisions surrounding potential incremental tariffs in the United States introduce a considerable degree of uncertainty into our planning and may create a dynamic market environment.
the tariff policy does not directly affect us in any material way as most of our sales are not targeted at the US market and our manufacturing is based in Israel and Europe.
We have completed a review of our supply chain and find that there is almost no direct impact to us under the current tariff rules as we know them today.
Our exposure to tariffs can be broadly bifurcated in two categories; one, exposure related to tariffs imposed by the United States, which could potentially increase the cost of raw materials and fabricated modules we use to construct our facilities.
we have virtually no material tariff-related exposure.
We are holding our current hardware pricing for U.S. customers steady despite new tariffs being imposed on imports to the United States.
we thought it best to take a more prudent approach to those very strong metrics we were seeing coming out of the first quarter and apply that to the guidance as we move forward here
we are projecting minimal exposure on our US cabozantinib business. Our cost of goods sold is approximately 4% from net product revenue and three of those four percentage points is royalty owed to a third-party.
the impact of tariffs and declining consumer confidence and spending are fueling fears of a recession.