“By draining each fund down to $0 lawmakers have ensured they will have no easy offsets available to pay for the panoply of reforms and fixes that must be addressed at year-end. Thus, we think that lawmakers must incorporate both PBM reforms and site neutral adjustments into whatever legislative package emerges at year-end.” — Spencer Perlman

“Sanofi is joining the nation’s two other major insulin manufacturers in offering either price caps or savings programs that lower the cost of the drugs to $35 for many patients. The three drugmakers are also drastically lowering the list prices for their products.” — Tami Luhby, CNN

“My concern is that the Chinese have been working on how they are going to retaliate to our uptick in tariffs more than they've been working on how to correct the 150 pages worth of adjustments that they want to see in the deal that Lighthizer has written up”— Henrietta Treyz on Bloomberg Surveillance Podcast

Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, says she doesn't think the phase one trade deal will come. “All of the trade wars are so heavily about optics, especially in China”— Henrietta Treyz on Bloomberg Surveillance Podcast

If you come to China understanding that they view the 2018 elections as a referendum against President Trump.. you get the sense that not just China, but also Japan, and the European Union are just stalling for time — Henrietta Treyz on Bloomberg Surveillance Podcast

"We're going to have a debt crisis in this country," billionaire investor Ray Dalio said during an interview at a recent event in New York organized by the Managed Funds Association.

Henrietta Treyz, director of economic policy research at Veda Partners, is no stranger to deciphering Washington, D.C., for investors. And there is a lot to decipher these days, what with two wars, a massive buildup of government debt, a congressional spending fight, and the nomination of Sen. Steve Scalise (R., La.) to replace ousted House of Representatives Speaker Kevin McCarthy (D., Calif.).

Henrietta Treyz of Veda Partners sees an 80% chance of a partial US government shutdown https://trib.al/N4VWkSs

"Severing the link between fees and drug prices “is probably the most significant thing” Congress could do to change how PBMs operate. Lawmakers are always playing whack-a-mole, and they’re always a little bit behind.” — Spencer Perlman