On February 13, 2025, President Donald Trump signed an executive order establishing the Make America Healthy Again Commission, a sweeping initiative aimed at reversing the nation’s escalating health crisis. Chaired by Health and Human Services Secretary Robert F. Kennedy Jr., the commission is tasked with identifying and addressing the root causes of chronic diseases, with a particular focus on childhood health issues.
With six in ten American adults suffering from at least one chronic illness and childhood health conditions on the rise, the White House is shifting its focus from disease management to disease prevention and reversal. This commission marks a significant policy shift—one that prioritizes research into the causes of America’s declining health rather than merely treating symptoms.
Key Goals of the Commission & Investment Opportunities
The Make America Healthy Again Commission has four primary objectives, each creating significant opportunities for investors in key sectors:
- Transparency and Open-Source Data
- IBM Watson Health (IBM) – Specializes in AI-driven health data analysis, which could support the push for open-source medical research.
- Google Health (GOOGL) – Provides cloud-based health data management tools that could facilitate transparency in federally funded research.
- Epic Systems (Private Company) – A major electronic health records provider that could integrate new government transparency requirements into its data-sharing systems.
- Gold-Standard Research on Chronic Disease
- Illumina, Inc. (ILMN) – A leader in genetic sequencing, crucial for researching the root causes of chronic diseases.
- Thermo Fisher Scientific (TMO) – Provides lab equipment and services that support advanced medical research.
- Pfizer (PFE) and Moderna (MRNA) – Pharmaceutical companies that could shift focus to preventive medicine and chronic disease research.
- Healthy and Affordable Food
- Beyond Meat (BYND) and Impossible Foods (Private Company) – Companies promoting plant-based alternatives, which align with healthier food initiatives.
- General Mills (GIS) and Nestlé (NSRGY) – If they reformulate products to align with new nutritional standards, they could see benefits.
- Corteva Agriscience (CTVA) – A major agricultural biotech firm that could be instrumental in improving crop nutrition.
- Expanded Treatment Options and Lifestyle-Based Health Coverage
- Teladoc Health (TDOC) – A telemedicine company that could gain from increased focus on lifestyle-driven treatment options.
- UnitedHealth Group (UNH) and Cigna (CI) – Insurance providers that may develop new health plans emphasizing preventive care and alternative treatments.
- Peloton (PTON) and WHOOP (Private Company) – Companies focusing on fitness and biometric tracking that align with lifestyle-driven disease prevention.
Within 100 days, the commission will deliver an assessment of the childhood chronic disease crisis, and within 180 days, it will present a national strategy to improve children’s health.
Why America’s Health Crisis Demands Action
According to data cited in the executive order, Americans are sicker than ever. Life expectancy in the U.S. significantly lags behind other developed nations, and the country has the highest age-standardized cancer incidence rate globally. Chronic conditions such as asthma, autoimmune diseases, obesity, and mental health disorders have skyrocketed, particularly among children.
- 40.7% of U.S. children now have at least one chronic condition.
- Autism rates have surged from 1 in 10,000 in the 1980s to 1 in 36 today.
- Obesity and prediabetes affect nearly half of all adolescents.
- Over 3.4 million children are on medication for ADHD, with diagnoses continuing to rise.
Beyond the individual health toll, chronic disease has serious national security and economic implications. With 77% of young adults unfit for military service due to health issues and 90% of America’s $4.5 trillion annual healthcare costs going toward chronic and mental health conditions, the need for reform is urgent.
Who Will Be on the Commission?
The commission, chaired by Robert F. Kennedy Jr., includes a diverse group of federal officials from across multiple agencies, including:
- The Secretary of Agriculture (food policy)
- The Secretary of Education (school nutrition and health education)
- The Administrator of the EPA (environmental health factors)
- The Commissioner of the FDA (food and drug safety)
- The Director of the NIH (medical research leadership)
- The Director of the CDC (public health initiatives)
By bringing together leaders from various sectors, the commission seeks a comprehensive approach to solving America’s health crisis.
A New Era for U.S. Health Policy & Investment
The Make America Healthy Again Commission represents a major pivot in U.S. health policy. Instead of continuing down a path dominated by expensive treatments and pharmaceutical dependency, the Trump administration is advocating for a root-cause approach—focusing on nutrition, environmental health, and lifestyle changes.
With an aggressive timeline and a team spanning multiple agencies, the commission has the potential to usher in significant changes in how the government approaches public health. Investors should pay close attention to health tech, biotech, agriculture, and insurance sectors, as companies in these industries may see new opportunities for growth in response to policy shifts. Whether the commission succeeds in reversing America’s chronic disease crisis remains to be seen, but one thing is clear: the White House is putting health reform at the center of its agenda, with significant implications for the market.
FAM Editor: Remember this NOT investment advice, do your own damned research. But you should watch where the money lands, because it will be landing soon.
