Possible scenario
Guarded temporary access
40% Chance
The administration finalizes a temporary pathway for selected restricted peptides, but FDA keeps prescription, sterility, labeling, and adverse-event reporting requirements. This is the most likely outcome because it fits RFK Jr.'s access agenda while giving FDA a defensible safety framework.
Secondary impacts
- Healthcare -0.5%
Tickers
- HIMS+6.1%
- LFMD+4.4%
- LLY-3.4%
- WW+1.8%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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