
Courtney Breen: Tariffs, Pricing & Policy Threats
From In the Know by Bernstein Research
January 6, 2026 · 32 min · Season 1 · Episode 61
About this episode
Courtney Breen discusses the impact of tariffs and drug pricing on biopharma investments.
US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock at the moment. Courtney discusses the key trade-offs in policy risk and ability to mitigate for her covered companies, plus the implications of the recently announced White House deal and the near and long-term evolution of industry economics and potential for innovation. Hosted on Acast. See acast.com/privacy for more information.
People in this episode
Host: Diana Wood
Guest: Courtney Breen
Topics covered
- biopharma
- tariffs
- drug pricing
- policy risk
- investing
- industry economics
Keywords
- biopharma
- tariffs
- drug pricing
- policy risk
- investing
- White House deal
- industry economics
- innovation
Mentioned in this episode
Organizations: White House, Biopharma
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