Healthcare 02 (May 15 - Dec 25)

[behappyalways]

Vaccine Stocks Slide Further After Trump Taps RFK Jr. To Lead HHS; CNN Outraged
https://www.zerohedge.com/markets/vacci ... r-lead-hhs

[behappyalways]

Just how lucrative is healthcare in the US? 8 of the top 23 revenue producers are healthcare companies.
https://x.com/Mayhem4Markets/status/1866853377348382725

[winston]

Trump told drugmakers to move production to US or face tariffs

Despite his pro-business leanings, Trump had a rocky relationship with drug companies in his first term, at one point accusing them of “getting away with murder” on the price of medicines.

The next round of price negotiations include Ozempic and Wegovy, blockbuster medications used for weight loss.

Source: Bloomberg

https://www.businesstimes.com.sg/intern ... ce-tariffs

[winston]

Consider Owning These Stocks Right Now

by Brett Eversole

Health Care Select Sector SPDR Fund (XLV).

This sector has just begun its recovery in recent weeks. XLV is up 8% since bottoming in December. And it’s handily outperforming the overall market over that period, too.

Given how hated the sector is today, this may be the early stages of a major performance reversal. And that makes health care stocks a group to consider owning right now.

Source: DailyWealth.com

https://dailytradealert.com/2025/02/26/ ... right-now/

[behappyalways]

Vaccine Stocks Tank, Moderna Craters After FDA Biologics Head Abruptly Steps Down
https://www.zerohedge.com/markets/vacci ... era-rfk-jr

[behappyalways]

Trump Announces Order To Reduce Prescription Drug Prices By Up To 80%
https://www.zerohedge.com/medical/trump ... rug-prices

[behappyalways]

$67 In France And $798 In US - Why Prescription Drug Prices Are So High In America
https://www.zerohedge.com/medical/67-fr ... gh-america

[winston]

US drugmakers are licensing molecules from China for potential new medicines at an accelerating pace

They are betting they can turn upfront payments of as little as US$80 million into multibillion-dollar treatments.

Through June, US drugmakers have signed 14 deals potentially worth US$18.3 billion to license drugs from China-based companies.

That compares with just two such deals in the year-earlier period.

That increased pace is expected to continue as US drugmakers look to rebuild pipelines of future products to replace US$200 billion worth of medicines that will lose patent protection by the end of the decade.

Source: Phillips

[winston]

Trump says pharmaceutical tariffs could reach 200%

We’re going to be announcing pharmaceuticals, chips and various couple of other things - you know, big ones, while announcing a new tariff rate for copper.

Details on pharmaceutical tariffs “will come at the end of the month.

Source: Business Times

https://www.businesstimes.com.sg/intern ... -reach-200

[behappyalways]

Chinese Biotech Companies Are Catching Up To U.S. Big Pharma
https://www.zerohedge.com/markets/chine ... big-pharma