Mizuho's Jared Holz on the impact of China drug restrictions on the U.S.

has drafted an executive order that would put severe restrictions on drugs from China in the name of national security. This comes as US pharma companies have been increasingly reliant on China buying rights to experimental drugs created there for everything from cancer to obesity and heart disease. For more on all this, let's bring in Jared Holtz, the healthc care equity strategist at Mizuo.Jared, great to see you. Thanks so much, Melissa. Appreciate it.Um, this has been a major source of deals so far this ...