
Hammer Time... For Drug Prices?
Alright people Tony Stark here weighing in on the latest from the political circus. Seems our dear President Trump is threatening some 'major' tariffs on imported pharmaceuticals. Now I'm no politician – though let's be honest I'd probably do a better job – but even I know this could be a real 'problem problem problem problem' situation. He thinks it'll bring manufacturing back to the US but spoiler alert it might just empty your wallet faster than I can empty a bottle of scotch after a long day of saving the world. And I do a LOT of saving the world trust me.
From China With... A Higher Price Tag?
Apparently most of the ingredients for your meds are made in China. Cheaper labor you know? Trump thinks a tariff will make companies pack up and come home. But Eli Lilly's CEO David Ricks is already throwing up red flags. He's saying this could hurt research and development. Which let's be real is kind of important. I mean if we don't have new drugs what are we gonna do? Rely on snake oil and good vibes? I need my cutting edge tech and you need your lifesaving meds. So someone needs to stop this 'house party' before it becomes a 'rage party'.
Lilly's Lament: Building Plants Paying the Price?
Eli Lilly is trying to be a good boy investing billions in US manufacturing. But they're still heavily reliant on foreign plants like the one in Ireland where they have a new $800 million facility. So are they just gonna eat the cost of these tariffs? Probably. And guess who ends up paying for it? You my friend! Talk about a 'chitauri invasion' of your bank account.
Pay to Play: Drug Prices Go Up?
Analyst types are saying that tariffs will drive up drug prices. Even if companies move production to the US it'll take years and cost more. Basically you're looking at a 'time freeze' on your health. Who knew saving the world also meant saving your healthcare?
Winners and Losers: Who's Ready for a Tariff Tango?
Some companies like Eli Lilly Bristol Myers Squibb and AbbVie are apparently better positioned to weather this storm because they have more US plants. Novartis and Roche not so much. Looks like someone's been 'partying too hard'. So keep an eye on your portfolios folks. This isn't just about your health; it's about your wealth too!
Digital Health Funding: The Future is Now...Maybe?
On a slightly more optimistic note digital health funding is looking… okay ish. Early stage startups are getting some love. Innovaccer Qventus and Abridge scored some big raises. But the market is shaky. Trump's tariff policy is making investors nervous. It's like trying to build a 'mark 42' armor while dodging missiles. Tricky. So stay tuned folks. This is gonna be a wild ride. And remember 'sometimes you gotta run before you can walk'.
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