Trump just dropped the hottest pharma mixtape of 2025…

It appears that Pfizer will sell a fat chunk of its drugs at up to 85% off through a brand new website called TrumpRX. Yes, that’s the actual name… and the best way to visualize it is to image GoodRX, but with a spray tan.

(Source: Giphy) 

In short, here are the receipts: Trump gives Pfizer a three-year hall pass on his pharma tariffs. In exchange, Pfizer agrees to slash prices on drugs like Eucrisa (eczema ointment), Duavee (menopause), and Tobias (overactive bladder). Medicaid patients get access. The uninsured might benefit. Everyone else? Meh. If you’ve got private insurance, this doesn’t move the needle.

(Source: New York Post) 

Translation: Pfizer isn’t doing this out of the goodness of their own heart. Instead, this is Pfizer securing immunity from a trade war while getting to pose as the people’s champ. Three years of tariff relief = billions saved. Direct-to-consumer funnel = fat margins. And Trump once again puts the “Art” in one helluva deal. #goat. For investors though, this is pharma’s way of experimenting with cutting out PBMs (pharmacy benefit managers) without admitting that the entire rebate system is a house of mirrors. For another, Pfizer just bought itself time. We all know its Covid gravy train is cooked and margins are shrinking. So what do they do? They slap their logo on a federal website, discount a few niche drugs, and pray Wall Street buys the story.

What’s also interesting here, is that U.S. drug pricing is still the most broken market in the developed world. A 50% discount in America is still often more expensive than sticker price in Europe. However, this deal doesn’t fix that… it just wraps the same dysfunction in a new brand and punts the problem downfield. But regardless, the news was enough for investors to get hot and bothered as shares have mooned nearly 7% on the day. 

(Source: Giphy) 

Which is understandable. Because sure, the headline wreaks of Pfizer, but this is about the whole Pharma industry lining up to cut their own deals as well. Meaning, if Pfizer gets three years of tariff immunity, you can bet Merck and Lilly are already dialing the White House. At the end of the day though, the real story is that while Trump gets another branded asset to stunt on, Pfizer gets protection. And, shocker, the rest of us will still (somehow) get bent over by the U.S. healthcare system. Place your bets accordingly. Until next time, friends...

At the time of publishing, Stocks.News holds positions in Pfizer and Merck & Co. as mentioned in the article.