I can't really make up my mind on if I think it's really on the radar for the trade discussions.
On one hand, the fentanyl issue has been a major sticking point for over a decade now, and we're just now finally seeing traction on it.
On the other, it's obvious that if you take care of the opioid production that a lot of the peptide production is going to get caught up in it - SRY, ASC, and I think fairly obviously QSC have links there. I imagine all of the major peptide producers do. And if you're at the negotiating table on the trade side, maybe you get it lumped in.
But back to the first hand, opioid access is a major political talking point. If GLP-1s are a talking point, it's in the opposite direction - the lack of access. Does cracking down on them serve a political purpose? Does Lilly have the political power to fast track it?
I think it's a little unlikely - things just never seem to move that fast. But it's not an area I'd bet my life on things.