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In the Know· Staffel 1· Folge 61

Courtney Breen: Tariffs, Pricing & Policy Threats

Dienstag, 6. Januar 2026 · 32 min

MP3

Shownotes

US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock at the moment. Courtney discusses the key trade-offs in policy risk and ability to mitigate for her covered companies, plus the implications of the recently announced White House deal and the near and long-term evolution of industry economics and potential for innovation. Hosted on Acast. See acast.com/privacy for more information.

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