Assassination of Trump boosts his election chances, but his healthcare reform may not benefit industry.US national security concerns over China's pharmaceutical supply chain increases decoupling risk
What is covered in the Full Insight:
Introduction
US Pharmaceutical Supply Chain Independence
Reduce Drug Prices
Other Concerns
Conclusion
Boomeranged on Thu, 7 Nov 2024 09:02
Trump successfully elected as the US President. His reform in healthcare is to achieve the independence of US pharmaceutical supply chain and reduce drug prices. China API/CXO would be the segments with big risk. Tariffs are likely to be reintroduced to weaken China's supply chain advantage/competitiveness. China Biotech with US revenue may also face headwinds. "Decoupling risk" further increases.
SUMMARY
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