Theme. Mike versus nike mike khouw ha has what you need to to know to outpace the Quarterly Report next woke its time to risk less and make more options action starts now. Well pharma in focus on wall street as washington lawmakers grapple with the best path forward on drug prices but there is another side of health care that could be head forgive a breakout carter werth at the plasma to break it down. I thought wed look at Bristol Myers havent done this stock in a long time its an opportunity. 30year chart, two lines you can see the optics and the orange line is bristol mier relevant to peers, the s p 500 Health Care Sector to some extent Bristol Meyer undershoets and overshoots the great undershoot, great overshoot. Thedy veerjens of late appealing to me and more immediately how its behaving day to day you have the sector up 50 more than bristol going back 30 years to 1990. Lets zero in on this and look at the spread. Over the past three years, again sector up 27, Bristol Meyer down
Four Health Care Issues that you the 2024 elections. Two the democrats are focusing on, two the republicans are focusingguest i will say at th, there are lots of issues this year for the election and youre hearing inflation, order, foreign policy, but health care is so personal that it can be easily politicized so i do think this could be toptier sue. For republicans, you know, we are now out of a pandemic but i could see republicans harkening back to covido policies. What they see is covid overreach during the pandemic and i could also see them tying border politics with the illicit flow of fl. Ny have an overdose epidemic in this country. Democrats will focus on Prescription Drug costs and what costs and i think they will focus on Reproductive Health choices including abortion and ensuring access toy those optis and finally, there is the Affordable Care act. And you hear President Biden talking about it and former President Trump at times also evoke the Affordable Care act. It is rea
We are going to move on to our second panel. I am very excited for this actually. I have my good friend, janet woodcock, who is the principal fda commissioner and has been there for a number of years and helped reorganize and restructure offices. And is probably one of the best investors i know in the public and private sector. She has always been willing to do the hard work that others are unwilling to do and make hard decisions. And continuing our brain traps, we have dr. Mark mcclellan who ran two federal agencies including serving as the fda commissioner area i am an eternal pragmatist so this is fun for me because you are going to spend time talking about how to fix agencies and organizations. During the pandemic, the biomedical innovation complex works pretty well. We got vaccines, had therapeutics, and it took time to happen and in record time. All of us are probably sitting here today because these things actually happened. We got them out community. The Public Health infrastru
Our second panel. I am very excited for this actually. I have my good friend, janet woodcock, who is the principal fda commissioner and has been there for a number of years and helped reorganize and restructure offices. And is probably one of the best investors i know in the public and private sector. She has always been willing to do the hard work that others are unwilling to do and make hard decisions. And continuing our brain traps, we have dr. Mark mcclellan who ran two federal agencies including serving as the fda commissioner area i am an eternal pragmatist so this is fun for me because you are going to spend time talking about how to fix agencies and organizations. During the pandemic, the biomedical innovation complex works pretty well. We got vaccines, had therapeutics, and it took time to happen and in record time. All of us are probably sitting here today because these things actually happened. We got them out community. The Public Health infrastructure unfortunately offerin
Our second panel. I am very excited for this actually. I have my good friend, janet woodcock, who is the principal fda commissioner and has been there for a number of years and helped reorganize and restructure offices. And is probably one of the best investors i know in the public and private sector. She has always been willing to do the hard work that others are unwilling to do and make hard decisions. And continuing our brain traps, we have dr. Mark mcclellan who ran two federal agencies including serving as the fda commissioner area i am an eternal pragmatist so this is fun for me because you are going to spend time talking about how to fix agencies and organizations. During the pandemic, the biomedical innovation complex works pretty well. We got vaccines, had therapeutics, and it took time to happen and in record time. All of us are probably sitting here today because these things actually happened. We got them out community. The Public Health infrastructure unfortunately offerin