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![BowTiedBiotech Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1462941795520638981.png) BowTiedBiotech 🧪🔬🧬 [@BowTiedBiotech](/creator/twitter/BowTiedBiotech) on x 19.7K followers
Created: 2025-07-05 11:31:08 UTC

4/ 📈 Impact on Swiss Pharma Stocks

🔹 Roche $RHHBY
~54% of sales from US

🔹 Novartis $NVS
~42% of sales from US

🔹 Lonza $LZAGY
~35% of rev from US CDMO

🔹 Sandoz $SDZNY
~23% US exposure

🔹 Galderma $GALD
US is top aesthetics market (~40%)

All had a tariff discount priced in. That’s now unwinding.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1941459829362462817/c:line.svg)

**Related Topics**
[tariffs](/topic/tariffs)
[$gald](/topic/$gald)
[$galdsw](/topic/$galdsw)
[$sdzny](/topic/$sdzny)
[$sdzsw](/topic/$sdzsw)
[$lzagy](/topic/$lzagy)
[$lonnsw](/topic/$lonnsw)
[$nvs](/topic/$nvs)

[Post Link](https://x.com/BowTiedBiotech/status/1941459829362462817)