A new report by @cfr.org @tombollyky.bsky.social @rushdoshi.bsky.social @prof-yadav.bsky.social , Olivia Kosloff & Elena Every on the risks of China weaponizing pharma supply chains as a tool of economic or political coercion. www.cfr.org/reports/the-...

SCIENCE, SUPPLY CHAINS, GEOECONOMICS, AND POLICY INCENTIVES The Pharma Choke Point: How to Reduce U.S. Dependence on Chinese Pharmaceutical and Biotechnology Supply Chains Important new study from @tombollyky.bsky.social, @rushdoshi.bsky.social, @prof-yadav.bsky.social & Olivia Kosloff

With Nexplanon, NuvaRing, Follistim, & many other products, Organon (formerly Merck) is a significant player in women’s health. Hoping Sun Pharma and Dr. Sanghvi’s team preserve that focus, build on it further, and expand the portfolio's distribution + market reach www.wsj.com/business/dea...

The Gulf is a key pharma transit hub incl. API shipments via Suez & bi-directional air cargo. While global effects may seem muted, markets with tighter working capital credit and liquidity will feel the impact. @axios.com story below thanks for incl my take. @cfr.org www.axios.com/2026/04/09/i...

Short-term liquidity and FX are critical for keeping the supply chains for fuel, LNG, food, fertilizer, and pharmaceuticals running. Great initiative @AfreximBank @GeorgeElombi afreximbank.com/afreximbank-...

I joined the Morning Drive on MiraBusinessFM, UAE’s business talk radio station, to discuss how GCC airport and port closures linked to the Iran war are impacting pharmaceutical and medical supply chains. @cfr.org podcasts.apple.com/ae/podcast/w...

I joined the Medicine and Science podcast by the @bmj.com @bmjmedicine.bsky.social to discuss the potential impact of the Iran war on pharmaceutical and medical device supply chains. #Iran #war #pharmaceutical #supplychain podcasts.apple.com/no/podcast/h...

This morning, I joined Tommy Tucker 's morning radio show on WWL Radio in the New Orleans and greater Gulf Coast region to discuss the potential impacts of the Iran war on pharmaceutical and medical device supply chains @cfr.org #Iran #war #pharma #SupplyChain #helium www.audacy.com/wwl/podcasts...

The Iran war is disrupting global supply chains, including those for critical medicines. To ensure the timely delivery of products, pharmaceutical companies are actively targeting unconventional routes, explain @prof-yadav.bsky.social and Anya Hirschfeld.

(ft.com/content/a0e80f5d-4c42-443d-9788-2f9924c774bf) Applying the vending-machine model to healthcare raises interesting questions. I wrote a short discussion note for today’s @FT B-School Prof Picks. Link to the note + discussion questions in next tweet.

Grateful to @WWLAMFM & Tommy Tucker for continuing to bring healthcare+pharma to NOLA and Gulf Coast listeners, and having me back on the show. This morning, I joined to discuss GLP-1 medications, orals, compounding pharmacies. 👇 link to the 15-minute segment. @cfr.org audacy.com/podcast/wwl-...

Before Margaret Crane and Organon's pregnancy test, and long before ClearBlue, in mid 1930s, South African scientists pioneered human pregnancy testing using the Xenopus frog. 👇Matt Lubin's article on the history of Xenopus. press.asimov.com/articles/xen...

With expanded authority & funding, the Development Finance Corporation (DFC) can be a vital tool for US engagement in global health. 👇 Some ideas on how it can simultaneously advance US health security & improve health outcomes where most needed. @cfr.org www.thinkglobalhealth.org/article/what...

A lot of excitement around FDA approval of oral semaglutide for weight loss. Re-sharing an @FT article from Oct (to which I contributed perspectives). Gets into the history of obesity meds, higher oral dosing, API demand, SNAC history & more. 🧵👇(1/5) #oral #GLP1 #supplychain ft.com/content/8232...

Regardless of politics, it's fair to say the Trump admin has pushed pharma to rethink pricing, manufacturing & DTC models. Interesting to see each CEO’s flagship example: GSK—Asthma inhalers; Gilead—Lenacapavir; Roche—Xofluza; BMS—Eliquis; Merck—CVD/PCSK9 . #pharma #pricing #MFN

The $4.6 billion US pledge to the Global Fund shows the United States' willingness to continue playing an important role in Global Health and to support multilateral agencies that meet certain criteria. thinkglobalhealth.org/article/the-...

Since Jan 21, an unprecedented $480B of clinical and commercial biopharma capacity expansion has been announced in the US by leading pharmaceutical companies. We analyze its upstream effects on bioequipment manufacturing earnings and share prices. @cfr.org www.thinkglobalhealth.org/article/trac...

👇read some of my thoughts re pharma manufacturing quality enforcement reform in India. @healthbeat.org by William Herkewitz @cfr.org #India #pharma #quality #enforcement #improvement www.healthbeat.org/2025/10/23/g...

With 43 million deaths/ y (73% in LMICs) due to #NCDs, we need operational implementation, not just declarations. Pragmatic delivery systems to supply medicines, and smarter demand forecasting are 2 simple ones to start with. My short article after the UNGA-HLM on NCDs. jointly with Aly Martinez.

Thomas Bollyky, Chloe Searchinger, and @prof-yadav.bsky.social discuss the United States’ growing dependence on foreign sources for critical medicines—and call on policymakers to diversify the U.S. pharmaceutical supply chain:

Since 2020, I have frequently joined Tommy Tucker and WWL Radio's morning show to discuss pharmaceutical supply issues for their listeners in New Orleans and across the Gulf Coast. This morning, we talked about the Trump Administration’s pharmaceutical tariffs @cfr.org audacy.com/podcast/wwl-...

The United States’ growing dependence on foreign drugs puts national security at risk—but imposing high tariffs on essential generic medicines will not make the country safer, argue @prof-yadav.bsky.social and Thomas Bollyky.

The United States’ growing dependence on foreign drugs puts national security at risk—but imposing high tariffs on essential generic medicines will not make the country safer, argue @prof-yadav.bsky.social, Chloe Searchinger, and Thomas Bollyky.

Procuring #pandemic #countermeasures needs new skills, smarter contracts & higher risk tolerance. Demand is highly volatile, suppliers may be new, production incentives are weak, & often need #procurement before reg approval. Key themes I shared at the recent ADB symposium on pandemics. @cfr.org

On 11 July 2025, the Asian Development Bank will host a Symposium on Multilateral Financing for Pandemic Preparedness and Response in Manila. The symposium features a session on procurement for medical countermeasures. You can also join us via Zoom: lnkd.in/ei7zKtX6.

The US needs to address the lack of supply resilience for critical generic medicines. But it needs other tools of industrial policy (hint: not tariffs). @jaredshopkins.bsky.social @wsj.com www.wsj.com/health/pharm... Thanks for including my thoughts. #generic #pharma #supplychain #resilience

Amid #WHA78, the WHS session on “Taking Responsibility for Health in a Fragmented World” sparked some key reflections for me. Grateful to @Ilona Kickbusch for thoughtful questions on trade, industrial policy, & global health. Hope it sparks a continued dialogue. 👇images copyright World Health Summit

If you are in Geneva at #WHA78 join us for this @worldhealthsummit.bsky.social #WHS side event "Taking Responsibility for Health in a Fragmenting World." 📍 InterContinental Hotel - Ballroom A 🗓️ May 21, 2025 | 17:00 CEST 👉 Full program here: lnkd.in/dUbBEV8W @cfr.org

CFR Senior Fellow @prof-yadav.bsky.social analyzes how the White House's executive order to lower drug prices by invoking a most-favored-nation clause could have cascading effects on medicine access in low-income countries.

The U.S. executive order on most-favored-nation drug pricing could have cascading implications for global health agencies serving LMICs. It could undermine mechanisms that enable affordable access to essential medicines. - @prof-yadav.bsky.social

The new US Exec Order on pharma MFN pricing sticks to high-income countries (thankfully). But it risks reigniting broader MFN demands by MICs, jeopardizing low-tier prices critical for access in low-income countries. I unpack this in my latest ThinkGlobalHealth @cfr.org piece. (Link in next post) 👇

Creating a single price for pharmaceuticals (through MFN) is both inefficient and inequitable. There is sufficient and strong evidence for this. Also, an MFN clause hurts the poorest countries the most. Links to my review studies and past work on this are in the following posts.

Adding GLP-1s to the WHO-EML could transform access in LMICs. Challenging..but vital if we’re serious about accelerating access to breakthrough health tech in LMICs. @petersinger.bsky.social @verowirtz.bsky.social reuters.com/business/hea...

The i3 program for African health startups is back for Phase 2! After backing 60 early-stage startups in Phase 1, we’re now supporting 7 growth-stage companies using innovative tech to improve pharmacy access for patients. 7 outstanding companies and founders ... #Africa #healthtech #i3 #pharmacy

Rwanda is emerging as a leading example of building world-class digitalization+ tech into the health system. Driven by strong govt commitment & health sector leadership; national ID & insurance systems; expanded broadband access at clinics; and the support of nimble, responsive, and trusted partners

Since 2020, I’ve been grateful to WWL Radio (which covers across New Orleans and the Gulf Coast) for having me on their morning show to discuss pharmaceutical supply issues. ~Last week, we covered questions around potential #pharmaceutical #tariffs. audacy.com/podcast/wwl-...

Honored to be on the Scientific Advisory Board of the #WorldVaccineCongress, which brings together top vaccine experts. Thanks to the panelists + engaged audience at this session on vaccine thermostability, from upstream tech to last-mile delivery. #vaccine #thermostability #supplychain

Uncertainty in trade policy is undermining the imp. goal of pharma supply chain diversification and reducing geographic concentration. Policy unpredictability is stalling these critical decisions. Article by @hannahkuchler.bsky.social & colleagues @financialtimes.com (link next) @cfr.org

The U.S. (and the world) must diversify its heparin API supply. Currently, most comes from China. We need to diversify geographically & production processes. @sabrinamalhi.bsky.social @washingtonpost.com covers the tariff risks—grateful to share my thoughts. washingtonpost.com/health/2025/...

Since 2020, I have frequently joined Tommy Tucker and WWL Radio in New Orleans + the Gulf Coast on their morning show WWL First News to talk about pharmaceutical supply issues. This morning, we discussed questions surrounding potential pharmaceutical tariffs. @cfr.org audacy.com/podcast/wwl-...

The Donald Trump administration reportedly plans to terminate U.S. funding to Gavi @cfr.org Senior Fellow @prof-yadav.bsky.social and Chloe Searchinger outline how defunding the global vaccine initiative could open the door for China to grow its influence among strategic partners.

Some pharma companies & distributors are stocking up the channel before the (potential) upcoming pharma tariffs take effect. The resulting "bullwhip effect" from this stockpiling will likely become more evident in the second half of 2025. @reuters.com @cfr.org www.reuters.com/business/hea...

The policy debate about how to create incentives for expanded pharmaceutical manufacturing in the US doesn't get into what it means for "tax-optimized supply chains." @cfr.org colleague Brad_Setser delves into the effect of the 2017 Trump-Ryan tax reform on production location (link👇in next)

Gepotidacin by @glaxosmithkline.bsky.social approved by the FDA for uncomplicated UTIs caused by some drug-resistant bacteria 👇. The development was funded partially with grants from HHS, ASPR, BARDA, and DTRA. Important data point about push vs. pull incentives for antibiotic development.

Global health agencies (e.g., Global Fund, PEPFAR, USAID, UNITAID) have led the way in mapping upstream supply chains (KSM, API, FPP) & proactively addressing supply risks. 🌍📊 🏥🔍 #upstream #supplychain #visibility #globalhealth at #forefront (1/2) www.thinkglobalhealth.org/article/mapp...

. @cfr.org Senior Fellow @prof-yadav.bsky.social shares a map of drug supply chains, highlighting how global health agencies achieved considerable success over the last decade by charting the supply chain and understanding the risks at each step.

Irrespective of your views on US International Aid, please do read @jeremykonyndyk.bsky.social's essay in @nytimes.com today. He writes with firsthand experience of many of these programs and the genuine compassion of a true humanitarian. www.nytimes.com/2025/02/21/o...

Roche officially launches its SBX platform for NGS. An important tech for mainstreaming clinical use of NGS. Reminder of how transformative technologies trace their roots to early-stage NIH grants (in this case NHGRI grants to Stratos Genomics which Roche acquired). www.roche.com/media/releas...

Understanding how pharmaceutical tariffs affect drug availability and pricing is important for all healthcare professionals. 👇 is a short breakdown of the issue in @medpagetoday.bsky.social @gfriedman.bsky.social #pharma #tariffs #trade #SupplyChain www.medpagetoday.com/opinion/seco...

"With [Trump's] plans to impose 25% tariffs on pharmaceuticals, it reignites a critical discussion about how medical supply chains should be organized and what is most beneficial to patients." -- @prof-yadav.bsky.social www.medpagetoday.com/opinion/seco... @medpagetoday.bsky.social #medsky