Anthony Polak's questions to Balchem Corp (BCPC) leadership • Q2 2025
Question
Anthony Polak of Aegis Capital Corporation questioned the potential impact of U.S. tariffs on the company and requested an update on the CureMark partnership.
Answer
Chairman, President & CEO Ted Harris addressed the questions, stating that the estimated impact from tariffs has risen to approximately $25 million, but the company remains confident it can offset this through supply chain shifts and pricing actions. Regarding CureMark, he reported no significant new developments, as the next step is for CureMark to file the BLA with the FDA. Balchem has completed all its necessary manufacturing and validation preparations.