Increased Cost Of Goods SoldAnalyst is raising COGS estimates by 15%, assuming the EU tariff rate prevails.
Revenue Shift ImpactThe company was not anticipating any price increases, creating tougher comps for 3Q due to the lack of stocking orders, which is leading to a shift in revenue into 4Q.
Tariff And Pricing UncertaintyPotential tariff and pricing uncertainty on pharmaceuticals are lessened but not eliminated following an announcement from Pfizer, as Biofrontera Inc. appears to fall under the current 15% tariff regime negotiated with the European Union.