Courtney Breen: Tariffs, Pricing & Policy Threats

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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