Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
If tariffs are extended to pharmaceuticals, they would not impact ARCALYST supply received from Regeneron.
Therefore, we expect the impact to Incyte Corporation of any potential tariffs on pharmaceuticals to be minimal.
We are carefully monitoring the potential direct and indirect results of higher tariffs, and we are proactively engaging with portfolio companies to mitigate the potential impact of tariffs on our portfolio.
we feel we have an opportunity to gain share in regions with meaningful manufacturing footprints.
However, these have a close to negligible effect at less than 1% of our overall NPV.
The potential impacts from tariffs have led to higher levels of economic uncertainty.
We acknowledge the additional attention to the automotive space during these times of trade conflict and supply chain disruption, but we remain very confident in the long-term growth of the mobility business.
Although the tariff environment continues to be dynamic, we mobilized a cross-functional team and are actively managing and mitigating risks where possible.
As our customers navigate changes to US tariffs and trade policies, we're focused on helping them quickly adapt.
The current set of tariffs and exemptions represent about a 200 basis point hit to global gross margins in the first quarter.