Dr. Scott Gottlieb: Tariffs are a very inefficient tool to reshore drug manufacturing

• Tariffs are unlikely to be reimposed on drugmakers due to existing agreements with the administration and their inefficiency in reshoring manufacturing.
• Eli Lilly's current weight-loss drug (Tirzepatide) is considered 'best in class,' with a strong pipeline including a potentially more effective 'triple G' compound and upcoming data readouts.
• Novo Nordisk's weight-loss drug is implied to be less effective compared to Eli Lilly's, and its stock chart is shown declining.
• Weight-loss drugs may also reduce cravings for other substances like alcohol, with studies underway to explore this effect.

Former FDA Commissioner Dr. Scott Gottlieb discusses the limited impact of the SCOTUS tariff ruling on the pharmaceutical industry, noting existing deals with drugmakers. He provides a bullish outlook on Eli Lilly's weight-loss drug pipeline, highlighting its 'best in class' status and future potential, while implying a less favorable view for Novo Nordisk's competing drug.