Iqvia Holdings, Inc. · NYSE:IQV
Iqvia — Investor Presentation (May 2025)
17 slides from Iqvia's investor presentation, May 22, 2025
Slide 1: MedTech in Flux: Navigating Global Disruption
MedTech in Flux: Navigating Global Disruption May 22, 2025 Watch on-demand here © 2025. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States, the European Union, and various other countries.
Slide 2: Your speakers
Your speakers Oliver Bisazza Nicole DeKort Ashley Miller Dheeman Vaidya Chief Executive Officer, President & CEO, Executive Vice President Director, Business MedTech Europe Medtech Canada Global, Strategy and Development, Analysis, IQVIA MedTech AdvaMed MedTech in Flux Navigating Global Disruption —
Slide 3: Key industry risks and concerns
Key industry risks and concerns
Slide 4: MedTech sector recent challenges
MedTech sector recent challenges War conflicts Medtech sector risks Supply chain Global tariffs issues MedTech in Flux Navigating Global Disruption — May 22, 2025 4
Slide 5: Why do tariffs have more direct impact on medical device companies?
Why do tariffs have more of a direct and immediate impact on medical device companies compared to pharmaceutical? Global supply chain dependency and more trade exposure Medical devices often rely on complex, global supply chains, sourcing components from multiple countries Customization and inventor
Slide 6: Key concerns driving the need for medical device tariff exemptions
Key concerns driving the need for medical device tariff exemptions A call for “zero-for-zero” tariff agreement in MedTech Hindered R&D investment and innovation Shortages of critical Higher prices for payers technologies and patients Product quality and Layoffs safety impacts MedTech in Flux Navigat
Slide 7: Potential impact of FDA staff reductions on product approvals and supply chains
The potential impact of FDA staff reductions on product approvals and supply chains Bottlenecks in post-market surveillance Supply chain Uncertainty and disruptions compliance burden Slower product Impact on innovation approvals and investment MedTech in Flux Navigating Global Disruption — May 22, 2
Slide 8: Retaliatory tariffs & China exemptions for MedTech
Retaliatory tariffs & China exemptions for MedTech As of May 22nd - de-escalation tariffs are 10% for U.S products coming into China. But certain U.S. MedTech imports have been unofficially exempted from this Examples of tariff exempt medical devices reported Sutures IVD reagents Certain IVD Certain
Slide 9: Strategies for mitigating risks
Strategies for mitigating risks
Slide 10: ~$5 B tariff impact projected in 2025; mitigation strategies
In 2025, ~$5 B tariff impact is projected based on MedTech companies reported data. To mitigate the effect, companies are using various strategies Action Measures Estimated / Size of Global Increasing Domestic Manufacturing / Company Published Tariff Strategies Reported Localizing Production Busines
Slide 11: Countries such as Mexico, Germany & Ireland sell the most to the U.S.
Countries such as Mexico, Germany & Ireland sell the most to the U.S and will be highly impacted by tariffs Countries that sell to the U.S - International Trade Data - All numbers in US$ Billions Mexico $14.6b Germany $9.1b Ireland $9.1b Costa Rica $5.7b China $5.2b Switzerland $3.3b Japan $3b Unite
Slide 12: Countries such as the Netherlands, China & Mexico buy the most from the U.S.
Countries such as the Netherlands China & Mexico buy the most from the U.S and will be severely impacted by retaliatory tariffs Countries that buy from the U.S - 2024 International Trade Data - All numbers in US$ Billions Netherlands $10.5b China $6.9b Mexico $6.8b Canada $5.8b Japan $5.3b Germany $
Slide 13: Effects of tariffs on the Canadian MedTech market
The effects of U.S. & retaliatory tariffs on the Canadian MedTech market of medical instruments All numbers based on 2023 and in US$ Billions Medical instruments: 0.04 0.6 Total export China Canada 0.2 Germany Total import 12.3 10.6 18.4 13.1 1.3 3.7 Volume of sales Volume of sales affected by the U
Slide 14: Strategies for mitigating risks & IQVIA MedTech solutions
Strategies for mitigating risks & IQVIA MedTech solutions Integrate regulatory, commercial, & technological considerations to achieve market access 1.Stakeholder engagement and advocacy SHORT-TERM STRATEGIES 2.Insight collection, financial and scenario planning 3.Short-term inventory buffering Consu
Slide 15: Be prepared
Be prepared
Slide 16: Take action now to navigate disruption
Take action now to navigate disruption IQVIA MedTech supports with consulting expertise, powered by industry leading data and technology Enhance Enhance quality, financial agility, regulatory and data & insights, safety workflows scenario planning for global Implement Engage Strengthen compliance pr
Slide 17: Thank you for joining us today!
Thank you for joining us today! Relevant materials: Visit IQVIA MedTech Register for Inside China’s MedTech Market – June 26th