I was surprised market so green today, especially in bios given Trump again making noise about pharma tariffs 'up to 200%' again, and more worrying, about cutting US drug prices to 'international prices'.
I know the former shouldn't effect NEU given Acadia has 2 years of supply and plenty of time to re-shore manufacturing if necessary but the latter is quite a worry given we have already observed that Canada is paying >90% less for some drugs. You would have to think existing arrangements grandfathered somehow given the severe ructions if not, but the significant uncertainty not likely to be good for the sector.
NEU Price at posting:
$12.26 Sentiment: Buy Disclosure: Held
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