Possible scenario
Compromise Restrictions Added
25% Chance
The administration allows legal compounding but incorporates parts of Trump’s earlier temporary restricted-sales proposal. Access expands from the current gray area, but eligibility, marketing and distribution limits reduce the commercial impact for telehealth and high-volume compounders.
Tickers
- LFMD-1.4%
- HIMS-1.4%
- LLY+0.4%
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.
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