The Trump administration recently released new details on its plan for drug pricing, which could potentially turn the healthcare industry on its head.
Hedgeye Health Policy analyst Emily Evans warns that any changes could potentially take years to implement, but some big pharma companies stand to win big under the Trump plan.
“It took us 50 years to get here. We’re not going to unwind this thing in a few weeks,” Evans explains in the clip above.
“You’re looking at a long trajectory of trying to take 20 to 30 billion dollars out of the system.”
If the changes do go through, Evans thinks it’s good news for companies like Eli Lilly (LLY), Johnson & Johnson (JNJ) and Roche Holdings (RHHBY).
Watch the clip above for more.