The Macro Strategist flagged (https://www.marketwatch.com/story/your-prescription-drugs-shouldnt-cost-more-than-your-mortgage-inside-the-broken-math-that-got-us-here-b5a2c4aa?mod=mw_rss_topstories) as the headline that matters for healthcare names. Fair framing, but I'd push back: UNH and LLY have already absorbed margin compression from prior CMS negotiations and IRA price caps.

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