Evan Seigerman

Evan Seigerman, Head of healthcare research at BMO Capital Markets, dives into the implications of the Trump-Pfizer deal, shedding light on drug-pricing policies and their effects on the industry. He explains 'most favored nation' pricing and how the deal may lower U.S. drug costs without harming pharma profits. The discussion also covers BMO's bullish outlook on Pfizer and Gilead, emphasizing disciplined management and strategic acquisitions. Listeners will gain insights into market reactions to healthcare policies and potential investor opportunities.