Courtney Breen

Jon McNeill, former president of Tesla and current CEO of DVX Ventures, discusses the implications of the EV tax credit's expiration for prices and market demand. He shares insights on the global EV landscape, including the competitive pressures from China. Joining him, Courtney Breen from Bernstein Research analyzes the TrumpRx initiative, revealing why it may not effectively tackle high drug prices. They delve into who benefits from the initiative and touch on dynamics in the pharmaceutical industry, emphasizing potential trade-offs for consumers and companies alike.

Courtney Breen, a Senior U.S. biopharma analyst, dives into the complexities of biopharma today. She highlights the significant threats posed by tariffs and discusses how these could uniquely harm the sector. Courtney explains the scrutiny around U.S. drug pricing and the implications of the recent White House deal, touching on Medicaid and new drug launch dynamics. She also explores the evolving role of China in biotech innovation and warns about the risks of cutting collaboration, which could impact global patient access.