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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (77521)5/5/2025 12:55:05 PM
From: Paul Senior  Read Replies (2) | Respond to of 78783
 
"Tariffs on pharmaceuticals are a wild card". I'm guessing unless trump makes some exceptions in this area, that pharma drugs will be more expensive. On the one hand, what're you gonna do? Under tariffs you can buy fewer clothes, shoes, misc. unnecessary stuff, but are you going to stop taking medicines? Otoh, I have experience with someone who says her prescription drugs are too expensive, so she's just taking half the doc's recommended dose. So maybe she's representative of many others.

ZBH: "Zimmer Biomet lowers 2025 profit forecast amid tariff uncertainty, shares fall." Here's where maybe people might just delay knee/hip replacements. Doesn't seem to be a painful medical condition that can be ignored indefinitely though. I've a few tracking ZBH shares, and I'll take a few more here, on the presumption the stock eventually will recover from recent lows.
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