Niemand lijkt hier te beseffen dat Pharming gewoon KEIHARD gelieerd is aan de handelsoorlog. Mensen, alsjeblieft, open de ogen! Dreigende taal China, koers onderuit = kopen.
We are thinking in particular of Pharmaceuticals and Healthcare Equipment, 37% and 36% of whose sales, respectively, go to the US. What’s more, with elections coming up, we are certain to see the ritual campaigning over drug prices and healthcare in general. As these sectors are in normal times regarded as defensive, they may doubly disappoint if the US and Europe also engage in a tariff war.