BREAKING NEWS
Japan Seeks Clarity as U.S. Floats 100% Drug Tariffs; Tokyo Says Caps May Apply

Sarakhon Report
Tariff threat and potential carve-outs
Japan signaled it may avoid the harshest impact from a U.S. plan to levy 100% tariffs on branded pharmaceuticals, citing language that could cap duties if production or investment is onshore. The warning from Washington stirred concern among drugmakers with cross-border supply chains.
Industry reaction and diplomacy
Officials in Tokyo said they are engaging U.S. counterparts to confirm limits and timelines. Industry groups urged predictability to avoid supply disruptions. Analysts said companies may accelerate U.S. facility plans to mitigate risk.