The Stable Genius Report

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Summary:A letter from the White House, signed by Donald Trump, addresses Boehringer Ingelheim and other pharmaceutical manufacturers, demanding they lower prescription drug prices for American patients to Most-Favored-Nation (MFN) levels and repatriate revenues from foreign markets, warning of further action if compliance is not met by September 29, 2025.
Sentiment:Directive
Key Claims:
  • American patients pay up to three times more for prescription drugs than those in other developed nations due to 'global freeloading'.
  • An Executive Order, 'Delivering Most-Favored-Nation Prescription Drug Pricing to American Patients,' was signed on May 12, 2025.
  • Pharmaceutical manufacturers are called upon to extend MFN pricing to Medicaid for all existing drugs and to Medicare, Medicaid, and commercial payers for newly-launched drugs.
  • Manufacturers are required to return increased revenues earned abroad to American patients and taxpayers.
  • Manufacturers are urged to participate in Direct-to-Consumer and/or Direct-to-Business models for MFN pricing.
  • The Administration will deploy 'every tool in our arsenal' if manufacturers do not comply.
  • Binding commitments are expected from manufacturers by September 29, 2025.
  • Secretary Kennedy and Administrator Oz are part of the implementation team for these policies.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:7/10
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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
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Summary:The post presents a letter from The White House, signed by Donald Trump, addressed to EMD Serono, demanding that pharmaceutical manufacturers implement "Most-Favored-Nation" drug pricing for American patients by September 29, 2025, to significantly lower prescription drug costs and end perceived "global freeloading."
Sentiment:Directive
Key Claims:
  • An Executive Order titled "Delivering Most-Favored-Nation Prescription Drug Pricing to American Patients" was signed on May 12, 2025, to ensure 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.
  • Pharmaceutical companies are called upon to extend Most-Favored-Nation (MFN) pricing to Medicaid for existing drugs.
  • Pharmaceutical companies are called upon to guarantee MFN pricing for newly-launched drugs to Medicare, Medicaid, and commercial payers.
  • Increased revenues earned abroad by manufacturers 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) models.
  • The Administration will deploy every tool in its arsenal to protect American families if manufacturers refuse to comply with demands.
  • Binding commitments to these goals are expected by September 29, 2025.
Potential Market Impact (S&P 500):7/10
Potential Geopolitical Risk:1/10
Potential Global Cross-Asset Impact:7/10
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Summary:The White House, under Donald Trump, has issued a directive to AstraZeneca and all drug manufacturers to implement Most-Favored-Nation (MFN) drug pricing for American patients, aiming to stop other nations from "freeloading" on American innovation and to lower prescription drug costs significantly by September 29, 2025.
Sentiment:Directive/Demanding
Key Claims:
  • Americans currently pay up to three times more for identical prescription drugs than patients in other developed nations.
  • Other nations are "freeloading" on American innovation in drug development.
  • An Executive Order on "Most-Favored-Nation Prescription Drug Pricing" was signed on May 12, 2025.
  • Drug manufacturers are called upon to extend MFN pricing to Medicaid, guarantee MFN pricing for newly-launched drugs, return increased revenues from abroad to American patients, and offer direct purchasing at MFN prices.
  • The Administration is prepared to use every tool to protect Americans from abusive drug pricing practices if cooperation is not met.
  • Binding commitments for these goals are expected by September 29, 2025.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:7/10
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Summary:A letter from the White House dated July 31, 2025, sent to Amgen, demands that drug manufacturers implement actions within 60 days, by September 29, 2025, to lower prescription drug prices for American patients to Most-Favored-Nation rates. The letter asserts that the US currently pays significantly more for brand name drugs than other developed nations due to 'global freeloading' and highlights an Executive Order signed on May 12, 2025, aimed at addressing this disparity.
Sentiment:Directive
Key Claims:
  • An Executive Order titled '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 elsewhere, attributed to 'global freeloading' and an 'unacceptable burden' on American families.
  • Amgen and all manufacturers are called upon to implement specific actions within 60 days to address inflated drug prices.
  • Required actions include extending Most-Favored-Nation (MFN) pricing to Medicaid, guaranteeing MFN pricing for newly-launched drugs, returning increased revenues from abroad to American patients and taxpayers, and providing for direct purchasing at MFN pricing.
  • The administration is prepared to deploy 'every tool in our arsenal' to protect American families from 'abusive drug pricing practices' if manufacturers do not comply.
  • The deadline for achieving these goals is September 29, 2025.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:2/10
Potential Global Cross-Asset Impact:7/10
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Summary:A telephone conversation with Mexican President Claudia Sheinbaum was completed, resulting in an agreement to extend existing tariffs on Fentanyl, cars, steel, aluminum, and copper for 90 days. Mexico also agreed to immediately terminate its non-tariff trade barriers. Both parties will negotiate a new trade deal within or potentially beyond the 90-day period, and cooperation on border security, including drugs and illegal immigration, will continue.
Sentiment:Negotiating
Key Claims:
  • A very successful telephone conversation was held with Mexican President Claudia Sheinbaum.
  • The U.S. and Mexico are increasing their mutual understanding.
  • The complexities of a deal with Mexico are unique due to border issues.
  • The exact same deal as the last short period was extended for 90 days.
  • Mexico will continue to pay a 25% Fentanyl Tariff, 25% Tariff on Cars, and 50% Tariff on Steel, Aluminum, and Copper.
  • Mexico has agreed to immediately terminate its Non Tariff Trade Barriers.
  • Talks will occur over the next 90 days to sign a trade deal within or beyond that period.
  • Key U.S. officials were present at the meeting: JD Vance, Scott Bessent, Marco Rubio, Howard Lutnick, Jamieson Greer, Susie Wiles, and Stephen Miller.
  • Continued cooperation on border security, including drugs, drug distribution, and illegal immigration into the United States, will take place.
Potential Market Impact (S&P 500):5/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:5/10
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Summary:The post asserts Donald Trump's identity as "President Trump, Dealmaker In-Chief," featuring an image of him in a dynamic pose with his arm raised.
Sentiment:Triumphant
Key Claims:
  • Donald Trump is President
  • Donald Trump is the 'Dealmaker In-Chief'
Potential Market Impact (S&P 500):0/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:0/10
Key Entities:
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Summary:The post displays Donald Trump alongside a Business Insider headline stating that US economic growth for the last quarter was stronger than anticipated.
Sentiment:Triumphant
Key Claims:
  • US economic growth for the last quarter was hotter than expected.
Potential Market Impact (S&P 500):4/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:2/10
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Summary:Donald Trump secured a historic trade deal with the European Union, which involves Europe committing to purchase $750 billion in U.S. energy.
Sentiment:Triumphant
Key Claims:
  • Trump reached a historic trade deal with the EU.
  • Europe is set to buy $750 billion in U.S. energy as part of the deal.
Potential Market Impact (S&P 500):8/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:7/10
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Summary:The post depicts Donald Trump alongside a Fox Business graphic announcing that July tariff revenues have established a new monthly record, with $150 billion collected so far in 2025.
Sentiment:Triumphant
Key Claims:
  • July tariff revenues broke a monthly record
  • 150 billion dollars in tariff revenue has been collected in 2025
Potential Market Impact (S&P 500):6/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:7/10