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ONON Fire

2025/5/13
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Motley Fool Money

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David Meier
一位积极参与金融分析和投资讨论的投资者和金融专家。
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Ricky Mulvey
作为《Motley Fool》播客主持人,Ricky Mulvey 提供对各大公司财务表现和未来发展的深入分析。
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Robert Brokamp
Topics
Ricky Mulvey: 特朗普总统签署了一项行政命令,旨在降低美国处方药的价格,使之达到“最惠国”价格水平。然而,大型制药公司的股票对此反应平淡,并未出现大幅下跌。这引发了对行政命令实际效力的疑问,以及对制药行业利润是否会受到影响的猜测。药品游说集团对此表示担忧,认为可能导致制药业损失巨大,并正在积极游说以维护其利益。 David Meier: 市场对特朗普政府的药品定价行政命令反应不大,因为市场并不认为制药公司的利润会因此受到实质性影响。美国的药品市场与其他国家不同,政府在价格谈判中的作用相对较小,市场机制在很大程度上决定了药品价格。尽管如此,如果持有制药公司的股票,应该重新审视投资逻辑,关注政策变化可能带来的长期影响,但不必过度恐慌。重要的是要认识到,药品创新需要资金支持,而合理的价格是维持创新能力的关键。

Deep Dive

Shownotes Transcript

A consumer goods company hit 40% yearly revenue growth. In this environment?

(00:21) David Meier and Ricky Mulvey discuss:

  • Why pharma investors aren’t reacting to President Trump’s executive order on drug prices.

  • On Holding’s blistering sales growth.

  • If Alphabet’s stock deserves to be in value town.

Then, (19:23) Robert Brokamp joins Ricky to discuss why investors should consider buying individual bonds.

Companies discussed: ONON, NKE, UA, GOOG, GOOGL

Host: Ricky Mulvey

Guests: David Meier, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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