Drug industry sees partnership with Trump, RFK Jr.

The pharmaceutical industry is framing itself as a key partner for President Trump and HHS Secretary Robert F. Kennedy Jr. in their push to address America's chronic disease burden.

• The problem: Kennedy doesn't seem to be buying it.

Why it matters: One of America's most powerful industries is in uncharted territory. It's now in the position of convincing critics that its products are not just safe, but crucial to solving the country's diciest health problems.

Driving the news: The PhRMA forum, held this week at one of D.C.'s coolest concert venues, featured a stream of not-so-subtle indications that the industry wants to make the case that the best way to reduce the country's chronic disease burden is to find more and better drugs to treat chronic conditions.

• Attendees received name tag lanyards with the event's slogan — "Commitment to a Healthier America" — printed at the top.
• While speakers hit on familiar policy goals, such as cracking down on pharmacy benefit managers and removing the government's hand from drug pricing, there was a lot of talk about how to keep people out of hospitals through more preventative care.

Pharmaceutical leaders kicked off Kennedy's tenure at the helm of HHS not with defensiveness or aggressiveness, but with declarations of optimism and mutual goal-sharing.

• "We have a disruptor-in-chief in President Trump and a new HHS secretary — both of which are committed to overturning the status quo," PhRMA president and CEO Steve Ubl said in his remarks at the industry group's policy forum this week.
• "We embrace disruption because we are disruptors," he added. "We see an opportunity to fix what's broken, to get more impact out of every health care dollar we spend and to make America healthier by launching a new era of medical innovation."
• "What we need to do is keep people well," GSK CEO Emma Walmsley told me in an offstage interview. "Making the country healthier is a really good idea. But people should see the drug industry not as the enemy in that, but as part of the solution."

And speakers made it blatantly clear that former President Biden was bad for the industry, while Trump has the potential to be very good.

• "I truly believe that the opportunities truly outweigh the risks," Pfizer CEO Albert Bourla told the crowd.
• While a big partnership on vaccines is "probably not" in the cards, such a partnership on cancer or chronic disease could "absolutely" happen, Bourla added.

But at nearly the same time, Kennedy's welcoming remarks to HHS staff threw some cold water on the idea of an intimate partnership.

• After a long list of chronic disease statistics, he said, "Our only solution to these issues seems to be more and more pharmaceutical interventions that don't seem to be alleviating the problem, and in many cases, appear to be worsening it. Overmedication, particularly in children, is a growing issue."
• As has been widely reported, the childhood vaccine schedule and psychiatric drugs were both on Kennedy's list of possible contributors to chronic disease that will be investigated.
• There is no evidence that childhood vaccines are unsafe or cause chronic disease, and Kennedy has amplified debunked conspiracy theories about vaccines.

• "Secretary Kennedy put PHARMA on notice that solutions to the chronic illness epidemic are going to be found upstream through prevention not through pharmaceutical interventions," texted David Mansdoerfer, a former senior HHS official in the first Trump administration.

An assessment of the threat posed by psychiatric and weight-loss drugs was also ordered in a recent executive order from the White House this week establishing a "Make America Healthy Again Commission."

• Just yesterday, the first meeting of the CDC vaccine advisory committee since Kennedy's confirmation was postponed, creating more consternation over how Kennedy will approach vaccines as secretary.
• HHS also ordered the CDC to shelve some vaccine promotions, saying Kennedy wants ads that feature "informed consent" in vaccine decision-making instead, STAT reported later yesterday.
• And Kennedy is planning to replace members of vaccine advisory committees that he perceives to have conflicts of interest, Politico reported.

Drug company and PhRMA executives once again met with Trump yesterday, though to what avail is unclear.

• "PhRMA president and CEO Steve Ubl and members of our board had a productive conversation with President Trump today. We expressed our commitment to strengthening American leadership in biopharmaceutical innovation, revitalizing domestic manufacturing and lowering costs for patients," said Alex Schriver, PhRMA's senior vice president of public affairs.

Reality check: Yes, the drug industry hates that Medicare now negotiates the prices of some drugs. But the new law has, so far, failed to cause much of a hit to big drug companies' finances, and there is plenty of reason to think things may actually get worse for the industry under the Trump administration.

• Put aside Kennedy's vaccine history, he and Trump have both been critical of the fact America pays so much more for drugs than other wealthy countries.
• If that criticism ever turns into meaningful policy, it could hit the industry way harder than Biden's Medicare negotiations.