Episode 52
Biotech Hangout
00:00
The $15 Billion Under Realized Loss on the $91 B Health Maturity Securities Portfolio
This is all the culmination of a few weeks maybe even few very few months of analysts slowly realizing that there is a you know back in early March. Unfortunately this comes at a time where we've got the increased tensions between the US and China and we've also got this new proposal from the president about drug pricing which I know we're going to talk about later. According to a colleague who did an analysis on this Biden's budget changes could add up to about 200 billion taken out of our industry. Yeah let's move to that other sort of threat to the ecosystem kind of pull off the band-aid talk about all the bad news and then we'll go to sort of business as usual stuff
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