Thread regarding Johnson & Johnson (JNJ)

Time to sell?

President Trump’s latest tariff threat is essentially a bo-b dropped in the middle of Big Pharma.

The idea of a 200% tariff on pharmaceutical imports is a potential earthquake for a sector that’s heavily reliant on sprawling global supply chains to make the dr-gs Americans depend on.

Unlike steel or copper, where the margins aren't as thin, pharmaceutical stocks face a brutal reality check. The new 200% levy on those imports could potentially triple input costs overnight.

https://www.thestreet.com/investing/one-washington-move-could-shake-big-pharma-to-its-core

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