16H·

Buy high, sell low - pharma under pressure

🍊 is getting serious: planned cost reductions of 30-80% are being implemented by US pharmaceutical giants such as $JNJ (+1 %) , $ABBV (+4,81 %) and $LLY (+3,94 %) under massive pressure. This is certainly a step in the right direction for the population - drug prices in the USA were sometimes really beyond good and evil.

But of course bitter from an investor's point of view. The big pharmaceutical stocks could take a big hit.

It will be interesting to see whether foreign companies such as $NOVO B (+3,58 %) and Co will also be dragged down by this.

Personally, I don't currently have any individual pharma positions (only via ETFs), but I am planning to build something up in the long term - just not in this phase of uncertainty.

What's your situation? Are you invested in the US pharma segment and can withstand a possible price slide?

#trump
#pharma
#us
#usa

17 Commentaires

The W.@thewolfofallstreetz

15H

The pharmaceutical lobby is probably biting its teeth out on Trump . Unlike previous candidates, pharmaceutical campaign donations no longer work for him? From the consumer's point of view, this is the right message and good news.

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Rendite Rudin@RenditeRudin

12H

@thewolfofallstreetz Let's see how the pharmaceutical lobby will proceed... they will certainly not accept this quietly.

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Homer@Simpson

15H

Difficult sector, you can neglect it for asset accumulation. Often invested myself, but nothing but dividends.

In the Ultimate Homer I still have $JNJ $AMGN $MRK $REGN with a total weighting of 1.5%.
Let's see if I continue to save the positions

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Rendite Rudin@RenditeRudin

12H

@Simpson Yes, I agree, I have $JNJ on my watchlist, but more for later... let's see what happens

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GeldGenie@GeldGenie

15H

Pharma are stable cornerstones for me.

The question is whether it is worthwhile for the pharmaceutical industry to escalate the dispute. Stopping supplies from foreign producers ($NOVO, $ROGN, $NOVN) could massively damage the US. They will only deliver if it still pays off, otherwise "unforeseeable delivery difficulties" will occur ;-)

By the way, here are some examples:
Zolgensma, spinal muscular atrophy - a genetic muscle weakness in babies that is usually fatal if left untreated, Novartis

Hemlibra, haemophilia A - a blood clotting disorder with potentially fatal internal bleeding, Roche

Kymriah, acute lymphoblastic leukemia and B-cell lymphoma - aggressive blood cancers with a poor prognosis in the event of relapse, Novartis

Gazyvaro, chronic lymphocytic leukemia - a slowly progressing but life-threatening cancer of the immune system, Roche

Vabysmo, wet age-related macular degeneration - leads to blindness in old age if left untreated, Roche

Luxturna (Europe by Novartis), inherited retinal dystrophy - genetic blindness in childhood or adolescence, Novartis

Scemblix, chronic myeloid leukemia - blood cancer for which previous therapies often fail, Novartis

Polivy, aggressive B-cell lymphoma - difficult-to-treat form of lymphoma, Roche

Enspryng, neuromyelitis optica spectrum disorder (NMOSD) - autoimmune disease with risk of sudden paralysis or blindness, Roche

Ocrevus, multiple sclerosis - chronic inflammatory disease of the nervous system that progressively leads to disability, Roche

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Rendite Rudin@RenditeRudin

15H

@GeldGenie Let's see if the parties can come to an agreement.

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Dividendenopi👴@Dividendenopi

15H

I liquidated my last US position at $BMY at the beginning of January and had already sold my shares in the healthcare sector in the fall and have been watching events from the sidelines ever since and only have $NOVO B 😇😂 to "sympathize" with.

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Rendite Rudin@RenditeRudin

12H

@Dividendenopi haha with $NOVO B still there! But more to take part in the long valley ride🫣

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András A.@Spinat

14H

The clown is probably proceeding just as thoughtfully here as with his other actions. He wants to adjust the prices to the lowest price in comparable countries. that's fine, the pharmaceutical industry also earns money in these countries. I don't know whether he wants to structure the price formation in a similar way, namely that the price consists of two components, one part is paid by the patient, the other by the state/health insurance fund.

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Rendite Rudin@RenditeRudin

12H

@Spinat Let's see how the pharmaceutical industry reacts, the fact is that prices in the USA are absolutely too high.

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Name@user24790529394

12H

Love that Donald has finally identified a new enemy and is leaving the poor tech investors alone - BigPharma to the Earth's core.

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Rendite Rudin@RenditeRudin

12H

@user24790529394 haha wait and see, a lot can still happen!🫣🫣

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Martin@Marsellus

12H

I'm also considering liquidating my position at $GILD, although I've been really happy so far. I'll take a closer look at this later.

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Rendite Rudin@RenditeRudin

@Marsellus If you are satisfied in the long term, I wouldn't break it up!

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Martin@Marsellus

@RenditeRudin I was more concerned with the long-term prospects. That's why I said I'm satisfied so far.

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DieEnte7@DieEnte7

The EU should now be using this for the China offensive of the century... if the USA wants to pay prices at the level of Ghana in the future, then the EU might be a very attractive future market for pharmaceutical research after all. I mean, he's not wrong in his diagnosis, but the most-favoured-nation thing is so easy for others to pick apart if they want to.

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T.@Investorjunkie

And why are the pharmaceutical companies currently rising?

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