Peter Navarro on Trump's new pharma executive order: Investors can make billions of dollars here

Government Initiatives & Policy - Aims to establish a strategic active pharmaceutical ingredient (API) reserve to bolster domestic manufacturing [2] - Calls for creating a list of drugs critical to America's health and security interests [1] - Health and Human Services (HHS), the Veterans Affairs (VA), and the Department of Defense (DoD) to issue long-term contracts to buy needed medicines, stabilizing demand [3][9] - Considers pharmaceutical tariffs under Section 232 due to national security concerns [6][8] Supply Chain & Manufacturing - Focuses on fast-tracking advanced continuous manufacturing to reduce costs and waste in pharmaceutical production [4][5] - Aims to reduce reliance on China and India, which currently supply 60% of US API and medicines [5] - Seeks to move from extreme vulnerability to "America first" in pharmaceutical manufacturing [10] Investment Opportunities - Presents significant investment opportunities for those who can identify potential winners in the pharmaceutical sector [7] - Executive order is a follow-up to previous efforts to bring pharma manufacturing back to the US [6] Risks & Challenges - Acknowledges the need for careful administration to transition to pharmaceutical independence [10] - Highlights the vulnerability of relying on foreign sources for essential medicines, citing China's past threats [8]