Roche recently announced that it will invest $50 billion in the United States over the next five years. These investments further strengthen Roche's already significant footprint in the U.S., where it has 13 manufacturing and 15 research and development sites in the pharmaceutical and diagnostics sectors. It is expected to create over 12,000 new jobs, including nearly 6,500 construction jobs and 1,000 positions for the building and expansion of facilities.

On April 21, Zimmer Biomet, a global leader in orthopedics (NYSE: ZBH), announced the completion of its acquisition of Paragon 28. The deal is valued at $1.2 billion (approximately 8.7 billion RMB). Paragon 28 offers a wide range of surgical products and systems covering all major areas of the foot and ankle, including fractures and trauma, deformity correction, as well as joint replacement.

Recently, Edwards Lifesciences announced that it...The world's firstThe transcatheter mitral valve replacement (TMVR) implant system Sapien M3, which accesses through the femoral vein, has received European CE certification. It is understood that Sapien M3 is an innovative product for transcatheter mitral valve replacement, mainly consisting of a fixation base and the SAPIEN M3 valve. The approved indication covers this procedure.Patients with moderate-to-severe and severe mitral regurgitation (MR)These patients cannot tolerate open chest surgery or transcatheter edge-to-edge repair (TEER) treatment.

On April 16th local time, Abbott announced its financial results for the first quarter of 2025. The report shows that Abbott's net sales in the first quarter reached 10.36 billion US dollars, a year-on-year increase of 4%. Among them, the medical device segment has the highest proportion, with revenue of 4.895 billion US dollars, a year-on-year increase of 9.9%; the nutrition business revenue was 2.146 billion US dollars, a year-on-year increase of 3.8%; the generic drug business revenue was 1.26 billion US dollars, a year-on-year increase of 2.7%; the diagnostic business was affected by the decline in demand for COVID-19 testing, with a year-on-year decrease of 7.2%, but excluding this factor, the organic growth turned positive to +0.5%.

On April 16, Illumina. The company announced via internal email a global workforce reduction of approximately 3.5% to advance the goal of reducing expenses by $100 million. Based on the employee count of 8,970 at the end of 2024, this round of layoffs will affect...Over 300 people。

On April 16th, global medical device giant Abbott disclosed in a financial report conference call that it expects this year's tariff policies to have an impact of "several hundred million dollars" on the company. Although Abbott did not provide details of the tariff costs, Vijay Kumar, an analyst at the globally renowned investment bank Evercore ISI, estimates that this year's tariffs will bring about $300 million to Abbott. (approximately RMB2.2 billion coinsNegative effects.Among them, the US and Chinese markets will be the main pressure zones. Reuters reported that,China is a major source of raw materials for the pharmaceutical and medical device industries.

On April 15th local time, healthcare giant Johnson & Johnson warned in its financial report that tariffs are expected to result in a $400 million profit loss for the company by 2026, with the medical device division being hit the hardest. "This $400 million loss encompasses several tariff impacts, including import tariffs beyond the scope of the North American Free Trade Agreement from Canada and Mexico, as well as global steel and aluminum tariffs (the latter having a relatively smaller impact). However, tariffs between China and the US undoubtedly account for the largest portion, with products exported from the US to China facing the most significant impact," Volk added.

Recently, Terumo Neuro, a wholly-owned subsidiary of Terumo Corporation, a global leader in neurovascular innovation, announced that its carotid artery stent system has received Premarket Approval (PMA) from the U.S. Food and Drug Administration (FDA). Notably, this product is a groundbreaking medical device, marking the first of its kind in the U.S. market.The first certified double-layer micro-mesh carotid artery stent systemProvided a new clinical solution for the treatment of carotid artery disease.

Recently, the U.S. government announced the imposition of "reciprocal tariffs." According to interviews with the China Securities Journal, several listed medical device companies have quickly responded by preparing comprehensive plans and countermeasures. Industry insiders have pointed out that although the impact of the "reciprocal tariff" policy on the industry chain is complex and uncertain, the trend of self-sufficiency in medical devices and going overseas is still viewed positively in the long run.

Recently, global financial markets have been thrown into turmoil due to the radical tariff policies announced by former U.S. President Donald Trump, forcing many companies to reassess their listing plans. Medical Home has learned that Medline, the world's fourth-largest medical device company with an estimated value of nearly $50 billion, has become the latest company to suspend its IPO. Founded in 1966, Medline is a global medical device company with a history of 58 consecutive years of sales growth, employing 43,000 people worldwide. With annual sales exceeding $23 billion, it is a leading provider of medical and surgical products and supply chain solutions, serving the entire medical care chain. As the largest medical supplies distributor in the United States, Medline's sales have ranked fourth in the 2024 Global Top 100 Medical Device Companies, behind Medtronic, Johnson & Johnson Medical Technology, and Siemens Healthineers.

On April 15th, the US Department of Commerce announced in two notices that it has begun investigating the impact of imports of "semiconductors and semiconductor manufacturing equipment" as well as "pharmaceuticals and pharmaceutical ingredients, including finished drugs" on US national security. The scope of the semiconductor investigation is broad, assessing the importation of both traditional and cutting-edge chips. According to the government's announcements, the investigation will cover all semiconductor imports, as well as equipment used to manufacture these semiconductors, and also electronic products that contain these components. Another investigation targeting pharmaceuticals will cover all drug imports, including finished generic and originator drugs, as well as ingredients used to produce these pharmaceuticals. Investigators will also review the importation of critical pharmaceutical ingredients.

According to customs statistics, in the first quarter, China's export scale exceeded 6 trillion yuan, achieving a rapid growth of 6.9%, demonstrating strong resilience under pressure. Exports to more than 170 countries and regions saw growth. The transformation of Chinese manufacturing towards high-end, intelligent, and green development is gaining strong momentum. The exports of ships and marine engineering equipment, as well as specialized equipment, grew by 10.8% and 16.2% respectively. New energy products continue to play an important role in the global green transition, with exports of wind turbines, lithium batteries, and electric vehicles increasing by 43.2%, 18.8%, and 8.2% respectively.

Recently, Retractable Technologies, a renowned medical device manufacturer in the U.S. (NYSE: RVP), announced a 7% workforce reduction to address the challenges posed by the current Sino-U.S. trade war. Retractable Technologies has long relied on contract manufacturers in China to produce most of its products. According to the company's latest annual report, as of 2024, 83.9% of its products were sourced from manufacturing in China. However, with the ongoing Sino-U.S. trade frictions and the uncertainties brought about by tariff policies, Retractable Technologies has decided to take proactive measures to minimize tariff risks. The company plans to expand production at its facility in Little Elm to achieve self-sufficiency for most of its products.

Recently, the Emerging Biotechnology National Security Commission submitted an important report and action plan to the U.S. Congress, stating that urgent action is needed to address the biological technology challenges posed by China. The commission said: For decades, the United States has been the global leader in the field of biotechnology innovation, and now, the United States is dangerously lagging behind China. This 215-page report states that China is rapidly rising to become the dominant force in the field of biotechnology. If the United States does not take action within the next three years, it will face the risk of being permanently behind. To ensure that the United States leads the future of biotechnology, the commission believes that the U.S. government should invest at least $15 billion over the next five years, and provides related suggestions from six aspects.