1、White PaperTariffs,Trade,and Transformation Safeguarding global MedTech supply chainsANASTASIA CHERNYATINA,Senior Consultant,IQVIA MedTech KOMAL VATS,Consultant,IQVIA MedTechDHEEMAN VAIDYA,Director,Business Development,IQVIA MedTechTable of contentsExecutive summary 1Projected corporate impacts refl

2、ected in MedTech quarterly earnings calls 1Key industry risks and concerns 2MedTech vulnerability to tariffs:Key impacts 2Strategies to help companies mitigate tariff impacts 4Predicted impacts at country level 4Threat levels faced by various countries 6Key concerns driving the need for medical devi

3、ce tariff exemptions 8Conclusion 8A data-driven approach supports company responses to disruption 10References 12About the authors 13 |1GE Healthcare$19.7 B$265 MJohnson&Johnson$88.9 B$200 MDanaher$23.9 B$350 MSiemens Healthineers$23 B$225 MCardinal Health$12.4 B$300 MAbbott$41.9 B$200 MStryker$22.6

4、 B$175 MBoston Scientific$16.7 B$100 MOthers$2.5 B$8.4 B$32.4 B$20.2 B$10.6 B$5.4 B$20.1 BIntuitive Surgical Medtronic Becton,Dickinson&Co.Baxter International,Edward LifescienceFresenius,etc.)SIZE OF GLOBAL BUSINESSESTIMATED/PUBLISHED TARIFF HITSTRATEGIES REPORTED COMPANY4.0 BIncreasing domestic ma

5、nufacturing/Localizing productionRegionalizing or relocating manufacturingStrategic supply chain adjustmentsFinancial and pricing strategiesInventory and sourcing flexibilityAdvocacy and policy engagementLeveraging global manufacturing networksAction measures:Executive summaryOngoing disruption due

6、to changes in U.S.and retaliatory tariffs continue to influence the MedTech sector.There are implications for areas such as manufacturing and supply chain management,regulatory affairs,and competitive and go-to-market strategies,including market access.Ongoing tariff negotiations,temporary agreement