European Med-Tech Sector Faces Uneven Impact From Potential U.S. Tariffs -- Market Talk

Dow Jones

2025/09/26

0639 GMT - The impact of U.S. medical-device tariffs on European med-tech companies hinges on whether products for disabled people will be exempted, Bernstein analysts write. Products for disabled people are exempted from tariffs under the Nairobi Protocol and the effect of tariffs on the sector will depend on whether levies can override it, according to Bernstein. If applicable, chronic-care specialists including Coloplast and ConvaTec would be more exposed to potential levies than hearing-aid makers including Sonova, Demant, GN Store Nord and Amplifon, the analysts say. Another critical factor is manufacturing location. A recent U.S.-EU trade agreement caps tariffs on medicines at 15%, but it is unclear if similar agreements would shield medical technologies, Bernstein writes. Convatec fell 5.6%, Demant 4.8%, and GN 6.6% on Thursday. (william.gray@wsj.com)

(END) Dow Jones Newswires

September 26, 2025 02:40 ET (06:40 GMT)

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Products for disabled people are exempted from tariffs under the Nairobi Protocol and the effect of tariffs on the sector will depend on whether levies can override it, according to Bernstein. If applicable, chronic-care specialists including Coloplast and ConvaTec would be more exposed to potential levies than hearing-aid makers including Sonova, Demant, GN Store Nord and Amplifon, the analysts say. Another critical factor is manufacturing location. A recent U.S.-EU trade agreement caps tariffs on medicines at 15%, but it is unclear if similar agreements would shield medical technologies, Bernstein writes. Convatec fell 5.6%, Demant 4.8%, and GN 6.6% on Thursday. (william.gray@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 26, 2025 02:40 ET (06:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CLPBY","symbol_name":"Coloplast AS","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2570717410","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2570717410","pubTimestamp":1758868800,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0639 GMT - The impact of U.S. medical-device tariffs on European med-tech companies hinges on whether products for disabled people will be exempted, Bernstein analysts write. Products for disabled people are exempted from tariffs under the Nairobi Protocol and the effect of tariffs on the sector will depend on whether levies can override it, according to Bernstein. If applicable, chronic-care specialists including Coloplast and ConvaTec would be more exposed to potential levies than hearing-aid makers including Sonova, Demant, GN Store Nord and Amplifon, the analysts say. Another critical factor is manufacturing location. A recent U.S.-EU trade agreement caps tariffs on medicines at 15%, but it is unclear if similar agreements would shield medical technologies, Bernstein writes. Convatec fell 5.6%, Demant 4.8%, and GN 6.6% on Thursday. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"CLPBY":"Coloplast AS","BK4198":"医疗保健用品"},"translate_title":"欧洲医疗科技行业面临美国潜在关税的不均衡影响——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CLPBY":0.9},"content_text":"0639 GMT - The impact of U.S. medical-device tariffs on European med-tech companies hinges on whether products for disabled people will be exempted, Bernstein analysts write. Products for disabled people are exempted from tariffs under the Nairobi Protocol and the effect of tariffs on the sector will depend on whether levies can override it, according to Bernstein. If applicable, chronic-care specialists including Coloplast and ConvaTec would be more exposed to potential levies than hearing-aid makers including Sonova, Demant, GN Store Nord and Amplifon, the analysts say. Another critical factor is manufacturing location. A recent U.S.-EU trade agreement caps tariffs on medicines at 15%, but it is unclear if similar agreements would shield medical technologies, Bernstein writes. Convatec fell 5.6%, Demant 4.8%, and GN 6.6% on Thursday. (william.gray@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 26, 2025 02:40 ET (06:40 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}