The Stable Genius Report

Stay informed on the latest Truth Social posts from Donald Trump (@realDonaldTrump) without the doomscrolling. Consider it a public service for your mental health. (Why?)

Buy Me A Coffee
Filtering by entity: American families | Clear Filter
Profile Picture View on Truth Social ↗ image
Summary:The post consists of a letter from Donald Trump, dated July 31, 2025, addressed to Christopher Boerner of Bristol Myers Squibb, outlining demands for pharmaceutical companies to lower drug prices for American patients. The letter states that an Executive Order was signed on May 12, 2025, to ensure Americans pay the same drug prices as other developed nations, asserting that U.S. prices are currently up to three times higher due to other nations 'freeloading' on American innovation. It demands specific actions within 60 days, including extending Most-Favored-Nation (MFN) pricing to Medicaid and new drugs, repatriating increased revenues from abroad to lower U.S. prices, and providing for direct purchasing at MFN pricing. The letter indicates that if these demands are not met by September 29, 2025, the Administration will use 'every tool' to protect American families from 'abusive drug pricing practices,' with Secretary Kennedy and Administrator Oz prepared for implementation.
Sentiment:Directive
Key Claims:
  • An Executive Order, 'Delivering Most-Favored-Nation Prescription Drug Pricing to American Patients,' was signed on May 12, 2025.
  • The Executive Order aims to stop 'global freeloading' and guarantee Americans pay the same drug prices as other developed nations.
  • Brand name drug prices in the United States are up to three times higher than elsewhere.
  • This situation is an 'unacceptable burden on hardworking American families.'
  • The Administration rejects proposals that result in 'handouts to industry.'
  • Drug manufacturers must provide immediate relief from 'vastly inflated drug prices.'
  • European and other developed nations are 'freeloading' off American innovation.
  • Bristol Myers Squibb and all drug manufacturers are called to take specific actions within 60 days.
  • MFN pricing must be extended to Medicaid for existing drugs.
  • MFN pricing must be guaranteed for newly-launched drugs for Medicare, Medicaid, and commercial payers.
  • Increased revenues from abroad must be returned to American patients and taxpayers.
  • Direct Purchasing at MFN Pricing through DTC and/or DTB models must be provided.
  • Secretary Kennedy and Administrator Oz are ready to implement these terms.
  • If manufacturers refuse to comply, the Administration will deploy 'every tool' to protect American families from 'abusive drug pricing practices.'
  • Americans are demanding lower drug prices.
  • Binding commitments are expected by September 29, 2025.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:6/10
Profile Picture View on Truth Social ↗ image
Summary:The post is a letter from the White House, dated July 31, 2025, to Gilead Sciences, Inc., demanding that the company and all drug manufacturers adopt 'Most-Favored-Nation' (MFN) drug pricing for American patients, extending it to Medicaid, new drugs, and direct purchasing, and repatriating revenues from abroad to lower U.S. drug prices, or face consequences from the Administration.
Sentiment:Directive
Key Claims:
  • An Executive Order was signed on May 12, 2025, to ensure Americans pay the same drug prices as other developed nations.
  • Brand name drug prices in the U.S. are up to three times higher than elsewhere for identical medicines.
  • Current proposals from the industry involve 'shifting blame' and 'handouts.'
  • Drug manufacturers must commit to providing immediate relief from inflated drug prices.
  • Gilead Sciences, Inc., and all manufacturers are called upon to extend MFN pricing to existing Medicaid drugs.
  • Manufacturers must guarantee MFN pricing for newly-launched drugs for Medicare, Medicaid, and commercial payers.
  • Increased revenues from abroad must be repatriated to lower U.S. drug prices.
  • Manufacturers should participate in direct-to-consumer/business distribution models for MFN pricing.
  • Secretary Kennedy and Administrator Oz are ready to implement these terms.
  • The Administration will deploy 'every tool in our arsenal' if drug manufacturers refuse to comply.
  • Other nations have been 'freeloading' on U.S. innovation.
  • Binding commitments are expected by September 29, 2025.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:7/10
Profile Picture View on Truth Social ↗ image
Summary:The White House, on July 31, 2025, sent a letter to Novo Nordisk, outlining an Executive Order signed on May 12, 2025, that mandates drug manufacturers adopt Most-Favored-Nation (MFN) pricing for American patients, including for existing drugs via Medicaid and for new drugs for all payers. The letter claims that American patients currently pay up to three times more for brand-name drugs due to global freeloading and demands that increased revenues from higher prices charged abroad be repatriated to benefit American patients and taxpayers. It instructs manufacturers to implement direct purchasing at MFN pricing and warns that non-compliance by September 29, 2025, will result in the deployment of every available tool.
Sentiment:Directive
Key Claims:
  • An Executive Order, 'Delivering Most-Favored-Nation Prescription Drug Pricing to American Patients,' was signed on May 12, 2025.
  • Brand name drug prices in the United States are up to three times higher than in other developed nations due to 'global freeloading.'
  • Drug manufacturers must extend Most-Favored-Nation (MFN) pricing to Medicaid for their full portfolio of existing drugs.
  • Drug manufacturers must guarantee MFN pricing for newly-launched drugs to Medicare, Medicaid, and commercial payers.
  • Increased revenues obtained abroad must be repatriated to lower drug prices for American patients and taxpayers.
  • Manufacturers must provide for direct purchasing at MFN pricing through Direct-to-Consumer (DTC) and/or Direct-to-Business (DTB) distribution models for high-volume, high-rebate prescription drugs.
  • Refusal to comply will result in the deployment of 'every tool in our arsenal to protect American families from continued abusive drug pricing practices.'
  • Binding commitments to achieve these goals are required by September 29, 2025.
  • Secretary Kennedy and Administrator Oz are part of the team ready to implement these terms.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:6/10
Profile Picture View on Truth Social ↗ image
Summary:The post features an image of President Trump shaking hands with and greeting people, while claiming that he 'DELIVERS' and that through his 'One, Big, Beautiful Bill,' American families are experiencing a positive economic change.
Sentiment:Campaigning
Key Claims:
  • President Trump delivers
  • Under Trump's 'One, Big, Beautiful Bill,' American families are finally catching a break.
Potential Market Impact (S&P 500):1/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:0/10
Profile Picture View on Truth Social ↗ video
Summary:A proposed bill will protect over 7 million jobs, increase American families' take-home pay by up to $13,000, and reduce taxes for working-class Americans by as much as 13%. Additionally, the bill will remove 1.4 million non-citizens from Medicaid while safeguarding programs for eligible Americans.
Sentiment:Campaigning
Key Claims:
  • A 'Big, Beautiful Bill' will be enacted.
  • The bill will protect over 7 million jobs.
  • The bill will raise take-home pay for American families by up to $13,000 per household.
  • The bill will reduce taxes for working-class Americans by as much as 13%.
  • The bill will remove 1.4 million illegal aliens from Medicaid.
  • The bill will protect Medicaid programs for truly needy Americans.
Potential Market Impact (S&P 500):4/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:3/10