Salveen Richter, Goldman Sachs lead US biotech analyst for global investment research, joins Market Domination with Josh Lipton and Julie Hyman to discuss the impact of tariffs on the biotech sector.
Richter says clients have been inquiring not only about tariffs' impacts on their "infrastructural capabilities" and "bottom line," but also "just broader in terms of M&A strategy and how you kind of price in the ability to go out there and acquire."
The continued uncertainty surrounding tariffs makes answering these questions difficult. Richter emphasizes, "It’s very company-by-company specific with regard to how [tariffs] account for ex-US production."
To watch more expert insights and analysis on the latest market action, check out more Market Domination here.
This post was written by Josh Lynch