Vamil Devan

Guggenheim Securities analyst covering the pharmaceutical industry, offering expertise on Pfizer's performance and outlook.

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Dec 17, 2024 • 44min

SOTS 2nd Hour: Nvidia in Correction Territory, Trump Takes Aim at PBMs, CNBC Fed Survey 12/17/24

Vamil Devan, a Guggenheim Securities analyst specializing in the pharmaceutical sector, dives into pressing market dynamics. He discusses Nvidia's alarming plunge into correction territory and its implications for investors. Devan also analyzes President-elect Trump’s critique of pharmacy benefit managers, poised to reshape drug pricing strategies. With insights on Pfizer’s future amidst market pressures and evolving healthcare innovations, the conversation highlights a cautious outlook for major health companies facing heightened scrutiny.