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Did I understand correctly that the Trump executive order could effect "only" 9% of revenues?Giovanni said global revenues are US 60%; ex US 40% Of the 60% US 15% is Part B (not sure i got this right but I got the impression that the potential exposure is limited to 15% of US revenues) So 60% x 15% = 9% 9% x $40B = $3.6B Worst case lets say 50% discount = $2B revenues potential loss |
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