Courtney Breen: Tariffs, Pricing & Policy Threats

Courtney Breen: Tariffs, Pricing & Policy Threats

Author: Bernstein Research January 6, 2026 Duration: 32:10
US Biopharma Analyst Courtney Breen joins host Diana Wood to discuss all topics related to Biopharma today. With the flood-the-line approach in policy and focus on tariffs and drug-pricing, there’s a lot to consider when investing in any pharma stock at the moment. Courtney discusses the key trade-offs in policy risk and ability to mitigate for her covered companies, plus the implications of the recently announced White House deal and the near and long-term evolution of industry economics and potential for innovation.

Hosted on Acast. See acast.com/privacy for more information.


Bernstein Research presents In the Know, a podcast that moves beyond the headlines to examine the underlying forces shaping markets. Each episode features a conversation with one of the firm's analysts, who bring their deep, sector-specific expertise to the table. The discussions here aren't generic overviews; they delve into the nuanced debates and genuine controversies that active investors are grappling with right now. You'll hear informed perspectives on everything from shifting industry fundamentals to the real-world implications of breaking news. This is a space for substantive analysis, where complex ideas are broken down with clarity and conviction. Tune in for a direct line to the research and reasoning that informs major investment decisions, all grounded in Bernstein's rigorous, industrial-strength approach. The In the Know podcast offers listeners a chance to sit in on these critical conversations, gaining context and insight that is often lost in the daily noise of the financial media.
Author: Language: English Episodes: 74

In the Know
Podcast Episodes
Will Woods: The Retailer’s Paradox [not-audio_url] [/not-audio_url]

Duration: 26:23
European General & Food Retail Analyst Will Woods joins host Richard Moffat for Episode 2. Here, Will highlights the longer shelf-life trends of global retail, touching on the ceiling for online penetration, the direct-t…
Nadine Sarwat: Confessions of a Sin Analyst [not-audio_url] [/not-audio_url]

Duration: 24:11
In our first episode, host Richard Moffat speaks to US Alcohol and Cannabis Analyst Nadine Sarwat. Nadine gives her brilliant insight into the alcohol and cannabis sectors, and what the future holds for both industries.…
In the Know with Bernstein Research [not-audio_url] [/not-audio_url]

Duration: 1:11
In this brand new series, join us to discuss and debate key investment controversies, together with what is top of mind and trending in the news with those who are in the know. In each episode, one of our Bernstein Resea…