#290: De amerikanske aktier buldrer frem
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De amerikanske aktier buldrer frem, hvor Nasdaq er steget 50% siden april. Men de danske aktier halter. Ørsted har fået grønt lys til at genoptage Revolution Wind-projektet, hvilket giver en lettelse trods emissionen. Novo Nordisk og Eli Lilly bevarer deres duopol på vægttabsmarkedet frem mod 2023, men Pfizer har nu købt sig ind for at udfordre på længere sigt. Hvordan bliver konkurrencen fremadrettet? Hør om dette og meget mere i afsnit 290 af Investeringspodcasten.
00:00 Intro
00:49 Amerikanske aktier er brandvarme
08:37 Danske aktier får baghjul
10:00 Ørsted vs Trump
17:30 Novo Nordisk - øget konkurrence? -
Hvor står NOVO mht. priser og tariffer
ift. det her
Pfizer exempt from Trump's tariffs, agrees to lower drug prices. President Trump announced an arrangement with Pfizer yesterday in which the drugmaker will lower prices on some drugs in the US and invest $70 billion in domestic drug manufacturing. As part of the deal, Pfizer will earn a three-year reprieve from Trump's tariffs on the pharmaceutical industry. The company will sell the discounted medications on a direct-to-consumer website called TrumpRx. The president posted on social media last week that he plans to impose a 100% tariff on pharma companies starting today, unless they build manufacturing plants in the US. Pfizer's stock climbed ~7% after news of the deal.
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