ChatGPT & Jae Explain: POTUS Rx Fix

13/05/2025 20 min

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Episode Synopsis

ChatGPT & Jae Explain: POTUS Rx FixBrief DescriptionJae and Cass break down the explosive Most Favored Nation (MFN) executive order and its seismic threat to Big Pharma, PBMs, and the insurance industry. Learn why this isn’t just price reform—it’s a full-blown system shock, and why Jae saw it coming before the ink was dry.In This Video00:00:00 Cold Open – MFN Drops Like a Bomb00:00:35 Jae Predicted It – MFN Was Always the Domino00:02:15 What Most Favored Nation Pricing Actually Means00:04:00 Why the Benchmark Matters – Leveling the Global Field00:05:30 Graceful Exemption – Carveouts for the Poorest Nations00:07:00 Transfer Pricing – Cracking the Code of U.S. Drug Opacity00:09:00 MFN’s Domino Effect on Employer Plans & Medicare Advantage00:11:00 PBMs in the Crosshairs – Toll Takers Face Transparency00:13:00 Insurers’ Identity Crisis in a Post-MFN World00:16:00 Wall Street Panic & the Coming Industry Shakeout🚨 The president just lit a fuse under Big Pharma. Most Favored Nation pricing isn’t a tweak—it’s a total system rewrite. Jae saw it coming. Cass breaks it down. What happens next could hit your wallet and your 401(k).