The Stable Genius Report

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Filtering by entity: EMD Serono | Clear Filter
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Summary:The White House released a positive press report detailing President Donald Trump's administration's achievements in securing massive discounts and insurance coverage for IVF and fertility treatments, and claiming over 28,000 violent criminal arrests since the administration's start.
Sentiment:Campaigning
Key Claims:
  • President Donald Trump announced massive discounts on in vitro fertilization (IVF) and fertility treatments.
  • The White House negotiated with EMD Serono to lower costs for fertility treatments and drugs, including Gonal-f, and to sell future drugs in the U.S. at similar prices to other countries.
  • The administration will take steps to allow insurance companies to provide specialized plans to cover fertility costs, marking the first time in U.S. history.
  • President Trump campaigned on making IVF affordable and promised free IVF during a campaign stop in Michigan in August 2024.
  • President Donald Trump and FBI Director Kash Patel claim over 28,000 violent criminal arrests have been made since the start of the administration.
  • President Trump called for top law enforcement officials to focus on San Francisco in their efforts to combat crime.
  • Trump, Patel, Attorney General Pam Bondi, and Deputy Attorney General Todd Blanche held a press conference to update the public on the administration's successes in combating crime.
Potential Market Impact (S&P 500):3/10
Potential Geopolitical Risk:0/10
Potential Global Cross-Asset Impact:2/10
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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