My Awesome Newsletter

Supply Chain Pulse — 2026-08-04

August 4, 2026

Supply Chain Pulse — 2026-08-04 Here are today's top healthcare supply chain stories. US manufacturing expands for seventh month in a row: ISM Prices are...

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DEHP ban by 2030: Is your device portfolio ready?

August 2, 2026

Supply Chain Pulse — 2026-08-02 Massachusetts just signed a law requiring all DEHP-containing medical devices to be phased out by 2030 — and Pennsylvania is...

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Supply Chain Pulse — 2026-08-01

August 1, 2026

Supply Chain Pulse — 2026-08-01 Here are today's top healthcare supply chain stories. Massachusetts bans certain chemicals in IV medical devices...

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Stryker's $6.6B Q2: Cyber resilience in focus

July 31, 2026

Supply Chain Pulse — 2026-07-31 Stryker posted $6.6B in Q2 revenue despite a March 2026 cyberattack that disrupted global operations — a result that will...

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Biosimilars, Control Towers & Boston Scientific's Pivot

July 30, 2026

Supply Chain Pulse — 2026-07-30 Bipartisan biosimilars legislation cleared both the House Energy and Commerce Committee and Senate HELP Committee this week —...

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Boston Scientific's $800M restructuring: what it means for you

July 29, 2026

Supply Chain Pulse — 2026-07-29 Boston Scientific is launching a restructuring program carrying a price tag of $700M–$800M and up to $300M in employee...

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Tariff turbulence: refunds, lawsuits & new US pharma bets

July 28, 2026

Supply Chain Pulse — 2026-07-28 The tariff story keeps twisting: Philips just posted an earnings beat partly on the back of a U.S. tariff refund — a reminder...

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Thin News Day — But These 3 Stories Still Matter

July 27, 2026

Supply Chain Pulse — 2026-07-27 Medtronic's $650M acquisition of SPR Therapeutics closed July 16, quietly reshaping the implantable pain therapy market and...

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A $500M imaging deal, a $1.15B acquisition, and shipping chaos

July 26, 2026

Supply Chain Pulse — 2026-07-26 LA's port just logged its best June on record — 1 million TEUs — but the port director is warning that visibility beyond July...

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Nearly $1B couldn't build a US glove industry

July 25, 2026

Supply Chain Pulse — 2026-07-25 Nearly $1 billion in federal investment — and the U.S. still can't manufacture a competitive medical glove. That headline...

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New tariffs hit Friday + shipping costs climb

July 24, 2026

Supply Chain Pulse — 2026-07-24 New forced-labor tariffs of 10–12.5% on imports from 60 trading partners take effect this Friday, July 25 — the same day...

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200% tariffs on generics: the timeline you need

July 23, 2026

Supply Chain Pulse — 2026-07-23 The other shoe just dropped on pharma tariffs: Trump has outlined a path to 200% duties on generic pharmaceuticals, with a...

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Cardinal drops $360M on home care; M&A wave reshapes supply lines

July 22, 2026

Supply Chain Pulse — 2026-07-22 Cardinal Health is writing $360 million in checks today, snapping up Strive Medical and AdventHealth's diabetes unit to...

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50% Canada tariffs, Medline's mega-facility & a data breach

July 21, 2026

Supply Chain Pulse — 2026-07-21 New Section 338 duties hitting 50% on a wide swath of Canadian imports take effect now — and unlike USMCA-compliant goods...

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Nearly $1B Couldn't Build a U.S. Glove Industry

July 18, 2026

Supply Chain Pulse — 2026-07-18 Nearly $1 billion in federal investment failed to produce a self-sustaining U.S. medical glove industry — and with the AHA...

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CMS 340B cuts, UPS cold chain, and a $500M imaging deal

July 17, 2026

Supply Chain Pulse — 2026-07-17 CMS just proposed slashing 340B pharmaceutical reimbursements in its 2027 outpatient payment rule — and for the 2,500+...

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340B Under Siege: $8B Clawback + Lilly Lawsuit

July 16, 2026

Supply Chain Pulse — 2026-07-16 The 340B Drug Pricing Program is having a very bad week. The government is making another run at clawing back nearly $8...

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OR cost variation, M&A moves, and a $10M FTC warning

July 15, 2026

Supply Chain Pulse — 2026-07-15 Edwards Lifesciences is writing a $10 million check to the FTC this week after a court found it violated antitrust...

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Tariff Relief Bids, New Bridge & Rail Mega-Projects

July 14, 2026

Supply Chain Pulse — 2026-07-14 Major manufacturers including Ford and Nestlé are formally petitioning the Trump administration for Section 301 tariff...

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Nearly $1B couldn't build a US glove industry

July 11, 2026

Supply Chain Pulse — 2026-07-11 Nearly $1 billion in federal investment failed to establish a sustainable domestic medical glove manufacturing sector — and...

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