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ONON Fire

2025/5/13
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Motley Fool Money

AI Deep Dive Transcript
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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,使其与国际价格接轨。虽然我个人对此表示欢迎,但制药公司的股票并没有因此下跌,这让我感到疑惑。制药业游说团体对这项行政命令感到担忧,他们认为这可能会给该行业带来巨大的经济损失。例如,Ozempic在美国的价格远高于德国,这显示了美国药品定价的问题。我担心这项行政命令可能会影响制药公司的盈利能力,特别是那些生产减肥药的公司,因此建议投资者重新评估他们的投资。 David Meier: 市场对特朗普的行政命令反应平淡,因为市场不相信制药公司的利润会因此减少。美国的药品市场比其他国家更加开放,政府在药品价格谈判中的作用相对较小,这使得美国市场能够承受更高的药品价格。我认为,这项行政命令的最终结果还有待观察,制药公司需要向卫生与公众服务部解释其药品定价的合理性,并强调其对行业发展的好处,如研发投入。药品价格应该合理,同时不应阻碍创新,美国不应该独自承担药品创新成本,其他发达国家也应分担。政府是否会介入药品价格谈判,这将对市场产生重大影响。如果持有制药公司的股票,应该重新审视投资逻辑,但不必恐慌。

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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