Disdained by the market! Goldman Sachs: Today's pharmaceutical stocks are like "Coal Industrial Concept during the ESG peak period".
Goldman Sachs traders believe that the current trading performance of pharmaceutical stocks resembles "Energy stocks at the peak of the ESG era - as if they are about to perish," with the Sector's valuation relative to the S&P 500 Index having fallen to a historic low, creating the largest discount on record.
"Don't sell if prices don't drop!" Trump enforces a mandatory minimum drug price for developed countries, but a lawsuit battle may be "reenacted".
① An executive order signed on the 12th of October, USA time, requires that the payment price of pharmaceuticals in the USA be forcibly anchored to the lowest level of other developed countries within 30 days; ② There is strong opposition within the USA, and industry experts estimate that a legal battle is about to "replay"; ③ As the market-oriented USA begins to wield the big stick of administrative pricing, the underlying rules of the game for Innovative Drugs have quietly been rewritten.
The "Most-Favored-Nation Pricing" policy for Trump Medicine has been issued: benchmarked against developed countries, complete the Quote within 30 days.
① This policy aims to align prescription drug pricing in the USA with that of "Other developed countries". Trump has requested that the Quote be completed within 30 days; ② The scope of affected Pharmaceuticals is still unclear, and the White House has stated that the government will pay special attention to drugs that have the "largest price differences and highest spending"; ③ Trump had implemented a similar policy before the end of his last term, but it was blocked by the courts and ultimately fell through.
Trump plans to promote a "Global minimum price" drug reform order, which could reduce U.S. drug prices by up to 80%.
Trump plans to sign an executive order to lower the cost of pharmaceuticals in the USA, ensuring that Americans do not pay more for drugs than the lowest-priced country.
Trump Says Prescription Drug Prices Set To Drop By 30% To 80% 'Almost Immediately' Thanks To 'Most Favored Nation' Plan, Mark Cuban Urges President To 'Force Transparency'
PETMED EXPRESS Earnings Preview: Recent $PETS Insider Trading, Hedge Fund Activity, and More
PetMed Express, Inc. Partners With Dutch to Enhance Access to Virtual Veterinary Care
Express News | Petmed Express, Inc. and Dutch Announce Partnership to Provide Accessible Telehealth Services for Pets
PetMed Express, Inc. and Dutch Announce Partnership to Provide Accessible Telehealth Services for Pets
Goldman Sachs: The Q1 performance of U.S. pharmaceutical stocks is reassuring, and the Industry sentiment is slightly becoming more positive.
Goldman Sachs stated that amid cautious sentiment from investors towards the USA pharmaceutical sector before the Earnings Reports season, the performance of USA pharmaceutical companies that have reported results so far for the first quarter has not been worse than expected, and in some cases, it has even exceeded expectations.
PetMed Express Is Maintained at Underweight by Morgan Stanley
PetMed Express Analyst Ratings
Morgan Stanley Sticks to Their Sell Rating for Petmed Express (PETS)
Express News | Petmed Express Inc : Morgan Stanley Cuts Target Price to $3.20 From $3.50
Even With Tariffs Looming, Jim Cramer Says Consumer Companies Must Cut Prices
PetMeds to Ring Nasdaq Opening Bell in Celebration of National Pet Day on April 11th
Healthcare Stocks Aren't a Shelter From the Tariff Storm -- Barrons.com
Express News | Petmed Express Inc - Board Now Comprised of Seven Directors, Six Independent
Press Release: PetMed Express, Inc. Announces Appointment of Peter Batushansky to Board of Directors
Express News | Petmed Express, Inc. Announces Appointment of Peter Batushansky to Board of Directors