Stock price when the opinion was issued
Many attempts to lower drug prices in the US, and every one of them has failed. Very highly entrenched business to deconstruct. But stocks will rerate on the noise. So how much downside would there be to revenue?
He wouldn't buy this here. Tariffs and the drug noise have provided opportunities to expand in the healthcare space, which is very undervalued right now.
A volume business. Competitive advantage is not huge. Has done a great job. Don't be in any rush to get rid of it. Slow and steady.