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European pharmaceutical companies?

A
Mar 15, 2025 · 20:47

So what do we think about European pharmaceutical companies like AstraZeneca or Sanofi (or others?) I’m thinking the upside is they are probably going to get a lot of American scientific talent which will help them out compete American pharmaceutical companies; possible downside is cuts to Medicare and Medical reduce the size/profitability of their US market (which is probably their most profitable since we don’t cap prices). Any other thoughts/insights welcome.