Possible scenario
Pharma Lawsuits Escalate
25% Chance
Drugmakers and the Pharmaceutical Research and Manufacturers of America challenge the administration’s use of most-favored-nation pricing and state-linked savings transfers. The central question becomes whether CMS has authority to tie U.S. concessions to foreign price increases without new legislation.
Secondary impacts
- Healthcare -0.3%
Tickers
- BMY+1.1%
- JNJ-1.0%
- LLY-0.2%
- MRK-0.1%
- PFE-0.1%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.