Speaking at a policy event, President Trump sharply criticised the steep U.S. prices of weight-loss drugs, pointing out the enormous global price gap. He stated:

• USA: ~$1,300 per dose
• London: ~$130 per dose
• Trump’s target: “We’ll make it $150 instead of $1,300 in the U.S.”

Such a statement, if followed by legislative or executive action, could reset pricing models across the U.S. obesity drug market, affecting every player from finished-dose innovators like Novo Nordisk and Eli Lilly to upstream API manufacturers such as Divi’s Laboratories.

Divi’s Laboratories, known for its strong partnerships in high-margin custom synthesis and API supply, has exposure to weight-loss drug intermediates and peptides. A potential 90% price reduction in the U.S. could ripple down the supply chain, forcing global innovators to renegotiate supplier contracts or slow production, thereby squeezing margins for key vendors.

Analysts see this as a short-term negative sentiment trigger for Divi’s stock, as investors reassess the profitability of its peptide-based projects tied to the Novo Nordisk portfolio.

While the broader markets remain positive due to festive sentiment and strong domestic earnings, the pharmaceutical pack faced mild pressure following Trump’s remarks. The U.S. remains the largest market for GLP-1 drugs like Ozempic, Wegovy, and Mounjaro, making price regulation a high-stakes issue for global suppliers.

Industry observers believe Trump’s push could be politically motivated, targeting voter sentiment around drug affordability, but even rhetoric of this scale can unsettle global supply-chain valuations in the near term.

If U.S. drug prices fall even by 50–70%, innovators will likely pass on cost pressures to contract manufacturers and API partners. For Divi’s Laboratories, which already operates on disciplined cost structures, such a scenario could erode margins in its CRAMS (Contract Research and Manufacturing Services) segment linked to the peptide/GLP-1 class.

However, the company’s diversified portfolio across other APIs and nutraceutical intermediates offers some cushion against a complete revenue impact.

Divi’s management has yet to issue an official statement, but market participants expect the company to highlight its diversified business mix in upcoming earnings calls. Historically, Divi’s has maintained high operational efficiency, limiting downside from policy shocks.

Still, investors may remain cautious in the short term, awaiting clarity on whether Trump’s remarks will translate into enforceable policy changes or remain political signalling.

President Trump’s aggressive stance on weight-loss drug pricing introduces new uncertainty for the global pharma supply chain. For Divi’s Laboratories, the exposure to Novo Nordisk’s API supply line could translate into near-term pressure. Long-term investors, however, may view any correction as an opportunity, given Divi’s structural strengths, diversified product base, and proven resilience during regulatory or pricing cycles.

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