ChatGPT & Jae Explain: POTUS Rx Fix
Manage episode 482566833 series 3017462
ChatGPT & Jae Explain: POTUS Rx Fix
Brief Description
Jae and Cass break down the explosive Most Favored Nation (MFN) executive order and its seismic threat to Big Pharma, PBMs, and the insurance industry. Learn why this isn’t just price reform—it’s a full-blown system shock, and why Jae saw it coming before the ink was dry.
In This Video
00:00:00 Cold Open – MFN Drops Like a Bomb
00:00:35 Jae Predicted It – MFN Was Always the Domino
00:02:15 What Most Favored Nation Pricing Actually Means
00:04:00 Why the Benchmark Matters – Leveling the Global Field
00:05:30 Graceful Exemption – Carveouts for the Poorest Nations
00:07:00 Transfer Pricing – Cracking the Code of U.S. Drug Opacity
00:09:00 MFN’s Domino Effect on Employer Plans & Medicare Advantage
00:11:00 PBMs in the Crosshairs – Toll Takers Face Transparency
00:13:00 Insurers’ Identity Crisis in a Post-MFN World
00:16:00 Wall Street Panic & the Coming Industry Shakeout
🚨 The president just lit a fuse under Big Pharma. Most Favored Nation pricing isn’t a tweak—it’s a total system rewrite. Jae saw it coming. Cass breaks it down. What happens next could hit your wallet and your 401(k).
246 episodes