August 22, 2022

The Inflation Reduction Act has major implications for many investment sectors, including Health Care. This Insight focuses on the powers granted by the Act to Medicare to negotiate drug prices over a multi-year path. The effects will not be felt evenly across the industry. Drug companies with the forethought to have built robust pipelines of next generation assets remain positioned to continue to grow through the eventual pricing pressures, while drug companies reliant on one or two blockbuster drugs stand
to suffer.

– Tucker O’Neil, JAG Investment Team

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