Drug Pricing

Search documents
Too early to say if cloud over pharma stocks has fully lifted, says BMO's Seigerman
CNBC Television· 2025-10-01 18:24
Healthcare the second worst performer this year with pharma names under pressure. Those valuations also nearing 15-year lows. And that combined with increased clarity on the Trump administration's drug pricing efforts has us wondering whether the sector now offers investors value or if it's still a value trap.Joining us now to discuss is Beimo Capital Markets, Evan David Seagerman. Evan, great to have you with us. >> Thank you for having me.It feels like what we learned from the Fiser announcement yesterday ...
X @The Economist
The Economist· 2025-10-01 18:20
“Biopharmaceutical innovation is a global public good. But it is both risky and expensive to carry out,” writes Tomas Philipson. The former chair of America’s Council of Economic Advisers argues for reforms to European drug pricing https://t.co/O3nvcRVuN1 ...
X @The Wall Street Journal
The Wall Street Journal· 2025-10-01 16:10
European pharmaceutical stocks traded sharply higher after President Trump unveiled plans to launch a drug-buying website for consumers and a pricing deal with Pfizer, in a move that analysts say brings certainty for the industry https://t.co/CkN3543MqW ...
Mizuho Securities Jared Holz: Here's why we're seeing relief rally in healthcare
CNBC Television· 2025-10-01 15:37
Trump RX a government-run website where customers can go on purchase pharmaceuticals directly from the manufacturers. Fiser announced availability of various prescription drugs on the site for reduced cost. A number of pharma stocks moving higher on the news.Jared Holtz, Mazuo Securities USA healthc care sector strategist joins us now. Jared, help us understand if Fizer is going to sell drugs cheaper, why does why does the stock rally. >> Well, I think this whole rally is basically the street looking at the ...
Pres. Trump's deal with Pfizer is pretty devastating to PBMs and insurance companies: John Lamattina
CNBC Television· 2025-10-01 11:34
President Trump announcing a deal with Fizer. The drug maker will be selling medication directly to consumers through a new website that's called Trump RX. The company won't face Pharma specific tariffs as long as it invests in US manufacturing.Joining us right now is John Lamatina. He is a senior partner at Pure Tech Health and he's also the author of multiple books on the industry including Pharma and Profits: Balancing Innovation, Medicine, and Drug Prices. He's also the former president of Fizer Global ...
X @Bloomberg
Bloomberg· 2025-10-01 10:22
GSK is “betting big on the US” and engaged in constructive talks on drug pricing with the Trump administration, according to Emma Walmsley, the outgoing CEO of the British drugmaker https://t.co/XOOBPaS8Lf ...
Pfizer found a way to boost its ailing stock — agree with Trump on drug pricing
MarketWatch· 2025-09-30 18:27
Core Viewpoint - Pfizer's stock experienced a significant increase following the announcement by CEO Albert Bourla regarding a new agreement with the Trump administration, which aims to reduce drug prices in the U.S. and eliminate tariff uncertainties [1] Company Summary - The agreement is expected to have a positive impact on Pfizer's pricing strategy and overall market position in the pharmaceutical industry [1] - The announcement reflects a proactive approach by Pfizer to engage with government policies that directly affect drug pricing and market access [1] Industry Summary - The move is indicative of a broader trend in the pharmaceutical industry where companies are increasingly seeking to align with governmental efforts to control drug costs [1] - The agreement may set a precedent for future negotiations between pharmaceutical companies and the government, potentially influencing pricing strategies across the industry [1]
X @The Economist
The Economist· 2025-09-30 17:00
Drugmakers argue that they are the wrong target for the president’s ire. They point to the industry’s middlemen: pharmacy-benefit managers, insurers and distributors https://t.co/b2JRTKE7Dw ...
Trump, Pfizer to announce agreement to lower Medicaid drug prices
CNBC Television· 2025-09-30 15:45
Well, we are expecting the president to announce a drug pricing deal with Fizer any minute now. That's according to two people familiar with those plans. Now, we're looking for three things in particular, and that's according to one person familiar with what we're expecting. So, first, we're expecting that Fiser will agree to lower prices in Medicaid.We're also expecting a three-year exemption from tariffs on the condition that Fizer builds more in the US. And the third thing is that Fizer will agree to sel ...