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Sumant’s top pick AGN given lower risk to reimbursement pressures & an underappreciated pipeline. Leverage & CF remain the key focus for investors. Tools/Animal Health (=) — Derik notes more “headline” than “real” risks from policy which will create opportunities for a group growing MSD, although valuations remain a
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Jeffrey Epstein
PersonAmerican sex offender and financier (1953–2019)

Donald Trump
PersonPresident of the United States (2017–2021, 2025–present)
Marc Rich
PersonAmerican commodities trader (1934–2013)

Bank of America
OrganizationAmerican multinational banking and financial services corporation

Cadillac
OrganizationDivision of General Motors
Amanda
PersonFemale given name
Richard Kahn
Person
Services
Organization
Ananda
PersonAndy Bressler
Person
Fischbeck
PersonDaniel Lundquist
Person
Medicaid
OrganizationUnited States social health care program for families and individuals with limited resources
Biotech
OrganizationUse of living systems and organisms to develop or make useful products
Tazeen
OrganizationSpec Pharma
OrganizationSumant
OrganizationLeverage
Organization
Derik
Organization
Animal
Organization