Let's get Kramer's Mad Dash countdown to the bell. >> One time not that long ago, Ken Lango, the great investor, uh, when Eli Liy was in the 700 billion sit. You know, Jim, it's going to be worth a trillion dollars. It may be worth a trillion dollars in a few weeks.This it's at 934 billion. uh this pill that they have for GBS1, the Trump RX, the lowering of price, the idea that you'll just be able to get it for weight loss, not not coorbidity. People are beginning to realize maybe this thing is worth far mo ...

Trump RX Overview - Trump RX is a Trump-branded US government website set to launch in 2026, aiming to offer discounted prescription drugs directly from Pfizer to American consumers [1] - The deal with Pfizer involved the threat of steep tariffs and a three-year exemption for the company [1] - Similar deals are reportedly in the works with other drug makers [1] Concerns and Criticisms - Existing services like Mark Cuban's Cost Plus Drugs and Good RX already offer some of the listed drugs for less money [1] - For the over 90% of Americans with health insurance, they are likely already getting lower prices through their insurance plans than what Trump RX would offer [1][2][8] - The Wall Street Journal's editorial board described Trump RX as a political branding exercise [2] - The White House's dealing with Pfizer was criticized as a form of political extortion [3] - It is argued that Trump RX is a distraction from the fact that the current administration is taking healthcare coverage away from millions of Americans or making it unaffordable [11] Political Context - The announcement of Trump RX included criticism of Obamacare [3][4] - The government shutdown fight is viewed by many as being about preserving healthcare [11] - There are concerns about the ethics of putting the president's name on a government website [6][7][13]

Core Insights - President Trump announced a deal with Pfizer to sell medications directly to consumers through a new website called Trump RX, with Pfizer avoiding Pharma-specific tariffs by investing in U.S. manufacturing [1] Group 1: Drug Pricing and Market Impact - There is a bipartisan concern in the U.S. regarding drug pricing, with efforts to lower prices initiated by the Inflation Reduction Act and now continued with Trump RX [4] - Pfizer has pledged not to launch new drugs at prices higher than those in Western Europe, indicating a commitment to price parity [5] - Drug companies typically receive less than 50% of the list price of their drugs, with significant costs going to pharmacy benefits managers (PBMs) and other intermediaries [6] Group 2: Effects on Pharmaceutical Companies - The impact of direct-to-consumer sales through Trump RX may disrupt existing models for PBMs and insurance companies, which often subsidize expensive drugs by raising prices on others [7][9] - Companies like Pfizer and Merck may not be significantly affected as they do not rely heavily on Medicare and Medicaid sales, while others with extensive exposure may experience stock fluctuations [7] Group 3: Research and Development Concerns - A reduction in drug company income could lead to a decrease in funding for research and development (R&D), with 25% of drug sales typically allocated to R&D [12] - A hypothetical $100 billion cut in industry income could result in a $25 billion reduction in R&D funding, which is approximately 60% of the National Institutes of Health's budget for R&D [13] Group 4: Drug Availability and Demand - The FDA's recent announcement regarding Lucorin as a potential treatment for autism has led to increased demand, resulting in shortages for both autism patients and those requiring it for cancer treatment [16][19] - Lucorin, a generic drug, is facing supply challenges due to unexpected demand, highlighting the fixed nature of its market [19]

Government Spending and Deficit - Republican plan is projected to create approximately $2 trillion in deficit spending, while the Democrat plan is estimated to create about $3 trillion in deficit spending [2] - Senator Rand Paul introduced a "penny plan budget" aimed at gradually balancing the budget over about five years through across-the-board spending restraint [3] - The senator opposes foreign aid, especially when the US government is already in debt, suggesting that any aid should be structured as a loan with repayment terms [6] Economic Policy and Trade - The senator criticizes the idea of the government taking a stake in private companies, comparing it to socialism and a step in the wrong direction [11][12] - The senator supports the government negotiating for better prices on drugs for Medicaid and Medicare, leveraging its size and influence [13][14] Justice and Legal Standards - The senator emphasizes the importance of applying the same legal standards to everyone, regardless of their political affiliation or wealth, referencing the cases of Roger Stone and James Comey [16][17][18][19] - The senator advocates for transparency and equal treatment under the law to restore trust in the government and justice system, particularly in cases involving wealthy individuals [36][37] Military and Domestic Issues - The senator argues that a balanced budget and limited government are incompatible with a $1 trillion military budget, suggesting a compromise between reducing military and welfare spending [23] - The senator expresses concern about using American cities as training grounds for the military and highlights the despair and crime issues in cities like Chicago, suggesting local leadership and community policing as solutions [25][26][27][28] - The senator supports school choice, particularly in areas where public schools are failing, and criticizes the influence of teachers' unions in preventing educational reforms [31][32][33]