By Michelle Borré, CFA, Head of Fundamental Alternative Strategies, and Brian Giesen, CFA, Intermediate Research Analyst
Restrictions on the pricing of drugs delivered in doctors' offices and hospitals could have significant investment implications.
The Trump Administration is considering reforms in the payment for prescription drugs covered under Medicare Part B. The changes include ones that could be accomplished without the need to pass legislation through Congress. The reforms could have significant implications for the companies that manufacture the drugs covered under Part B.
Medicare Part B covers drugs that are administered in a doctor's