Healthcare Reform and Market Dynamics

This chapter explores the proposed Patients Before Monopolies (PBM) Act aimed at reforming pharmacy benefit managers and their impact on healthcare companies. It discusses the bipartisan support for this legislation amidst public demand for accountability, particularly following an incident in New York City. Additionally, the chapter analyzes the stock performance of major healthcare players like UnitedHealthcare and Lilly, while examining broader economic trends such as reshoring and corporate strategies within GE Vernova and GE Aerospace.