VTRS · Earnings call · 2026Q2T · Full report

Trade Policy and Tariffs

Viatris Inc · 2026-08-06 · Importance 23 · Surprise 24

Management said the U.S. administration had not yet released official details on potential tariffs affecting generic drugs. Viatris currently operates eight manufacturing, R&D, and distribution sites in the United States, and more than half of its U.S. revenue comes from products manufactured domestically. The company plans to increase U.S. manufacturing of higher-margin complex generics, transdermal products, and value-added medicines. Viatris said it would work with the administration once the policy details are available.

Key facts

• Viatris sees potential tariff policy risk but states it currently has 8 manufacturing, R&D and distribution sites in the United States and over half of U.S. revenues are from products manifested in the U.S.