Courtney Breen: Tariffs, Pricing and Policy Threats

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In the Know

Bernstein Research

64 episodes

3 days ago

In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Research Analysts will share insights into their industrial strength research and sector fundamentals.

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All content for In the Know is the property of Bernstein Research and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Hosted on Acast. See acast.com/privacy for more information.

Courtney Breen: Tariffs, Pricing and Policy Threats

In the Know

32 minutes 10 seconds

5 days ago

Courtney Breen: Tariffs, Pricing and Policy Threats

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.