Eli Lilly And Novo Nordisk Could Face Policy Shifts As FDA Oversight, Tariff Risks Mount

Needham hosted Spencer Perlman, director of Healthcare Research at Veda Partners, an investment advisory and consulting firm with extensive expertise in government policy analysis. During the conversation, analyst Gil Blum discussed several topics of interest, including trade tariffs, recent personnel changes in the FDA/HHS, 503A/503B compounding related to GLP-1s, the FTC and their potential impact on healthcare equities.At the moment, pharmaceutical companies are exempt from reciprocal tariffs. However, a ...