Trump's Impact on Medtech: Tariffs, Leadership Changes, and Mergers

The return of Donald Trump to the presidency introduces uncertainty for the medtech industry due to potential tariff changes, trade impacts, and shifts in healthcare policies[1][2]. While some anticipate a more favorable environment for mergers and acquisitions, the looming threat of increased tariffs, especially on goods from China, poses financial concerns for device companies[2]. New leadership nominations, including Robert F. Kennedy Jr. for the Department of Health and Human Services and Martin Makary for the FDA, suggest shifts in regulatory influence that could impact this sector. Furthermore, the regulatory landscape concerning laboratory-developed tests (LDTs) remains uncertain due to plausible legal challenges and enforcement strategies influenced by such leadership changes[1][2].