Pharma Pulse 4/28/25: US Pharma Tariffs Would Raise US Drug Costs by $51 Billion Annually, Report Finds, How the Tariffs Expose Vulnerabilities in the Pharma Pipeline

US pharma tariffs would raise US drug costs by $51 billion annually, report finds

A 25% US tariff on pharmaceutical imports could raise domestic drug costs by nearly $51 billion annually and increase prices by up to 12.9%, potentially harming US competitiveness and risking export-related jobs, according to an Ernst & Young report commissioned by the pharmaceutical industry.

How the Tariffs Expose Vulnerabilities in the Pharma Pipeline

In an interview with Pharmaceutical Executive, Arda Ural explained that while the pharmaceutical industry has historically been resilient during economic downturns, current tariffs and economic pressures may strain capital allocation decisions, forcing companies to balance investments in R&D, supply chains, and technology with shareholder returns.

US court decision stops compounders from making knockoffs of Novo Nordisk's semaglutide

A US court decision has halted compounding pharmacies from producing copycats of Novo Nordisk’s semaglutide, reinforcing FDA rules that prohibit such manufacturing now that the drug is no longer deemed in shortage, despite ongoing legal challenges from compounders who argue the shortage persists.

Big Pharma Is Investing Billions In AI—And The Value Is Finally Starting To Show

Big Pharma’s multibillion-dollar investments in artificial intelligence are beginning to show clear value, with AI accelerating drug discovery, improving biologics development, and optimizing supply chain infrastructure, as companies like Eli Lilly, DeepMind, and SkyCell integrate advanced platforms to streamline the pharmaceutical lifecycle.

AstraZeneca enters $200m AI cancer pact with Tempus and Pathos

AstraZeneca has partnered with Tempus and Pathos AI in a $200 million deal to develop a deep learning model aimed at accelerating cancer drug discovery by extracting biological and clinical insights, identifying novel drug targets, and supporting new cancer therapies.