Dernières nouvelles pour iShares U.S. Healthcare ETF (ARCA:IYH)

iShares U.S. Healthcare ETF

Healthcare

The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Eli Lilly & Co.

Unitedhealth Group Inc.

Johnson & Johnson

Abbvie Inc.

Merck & Co. Inc.

Thermo Fisher Scientific Inc

Danaher Corp.

Abbott Laboratories

Amgen Inc.

Pfizer, Inc.

Intuitive Surgical Inc

Boston Scientific Corp.

iShares US Healthcare ETF

Health insurance companies have raised concerns that tariffs could lead to higher premiums for enrollees in the individual and small group markets next year.
What Happened: Health insurers are informing states about the potential rise in premiums for individual and small group market enrollees in the coming year, <a href="https://www.axios.com/2025/06/18/tariffs-health-insurance-premium-hikes">Axios</a> reported. This is due to the tariffs imposed by the Trump administration, which are expected to raise the costs of prescription drugs, medical devices, and other medical products and services.
 According to Sabrina Corlette, a research professor at Georgetown&#8217;s Center on Health Insurance Reforms, the Trump administration&#8217;s trade policy, potential Medicaid cuts, and the expected end of enhanced subsidies for Affordable Care Act coverage are creating a &#8220;perfect storm&#8221; of factors driving up prices.
Some health insurers have explicitly attributed a portion of their planned premium increases for next year to the impact of tariffs. For example, Independent Health Benefits Corporation informed New York regulators that 3% of its projected 38.4% premium increase for individual market enrollees is directly due to tariffs. 
Likewise, UnitedHealthcare of Oregon indicated that close to 3% of its proposed 19.8% premium hike for small group enrollees stems from uncertainty related to tariffs.
SEE ALSO: <a href="https://benzinga.com/markets/tech/25/06/46009956/jack-ma-says-you-need-a-good-boss-before-30-but-once-you-turn-50-you-need-to-take-a-different-approa" target="_blank" rel="noreferrer noopener">Jack Ma Says You Need A Good Boss Before 30, But Once You Turn 50 You Need To Take A Different Approach To Life: Here&#8217;s What The Alibaba-Founder Meant</a>
Why It Matters: This development comes on the heels on Senate Republicans recently unveiling President Trump&#8217;s<a href="https://www.benzinga.com/news/politics/25/06/45967060/senate-republicans-unveil-trump-tax-and-health-plan-with-5-trillion-debt-ceiling-hike-tighter-medicaid-rules-in-the-big-beautiful-bill"> tax and health plan</a>, which includes a $5 trillion debt ceiling hike and stricter Medicaid eligibility requirements. This, coupled with the tariffs, could significantly impact the health insurance landscape in the U.S.
Notably, billionaire investor, Mark Cuban <a href="https://www.benzinga.com/markets/25/06/45992387/mark-cuban-floats-bold-healthcare-plan-zero-premiums-to-insurance-companies-with-a-cash-pay-revoluti">proposed </a>a bold healthcare plan aimed at eliminating traditional insurance premiums and introducing transparent pricing. Cuban&#8217;s proposal, made amid growing frustration with insurance clawbacks and escalating costs, could potentially revolutionize the U.S. healthcare system
Insurers must submit their proposed 2026 ACA marketplace plan rates to federal regulators by July 16, with the rates set to be published by August 1. This will offer greater insight into how much concern tariffs are causing among health insurers. 
On a year-to-date basis, iShares US Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>) declined 4.77% and Healthcare Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) fell 3.18%.
<ul class="wp-block-list">
<li>READ MORE: <a href="https://benzinga.com/news/health-care/25/06/45954557/ozempic-patent-expires-in-canada-after-novo-nordisk-fails-to-pay-450-fee-its-the-second-largest-semaglutide-market-in-the-world-says-sandoz-ceo-richard-saynor" target="_blank" rel="noreferrer noopener">Ozempic Patent Expires In Canada After Novo Nordisk Fails To Pay $450 Fee: &#8216;It&#8217;s The Second-Largest Semaglutide Market In The World,&#8217; Says Sandoz CEO Richard Saynor (UPDATED) &#8211; Sandoz Group (OTC:SDZNY</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

News

iShares Trust Dow Jones US Healthcare Sector Index Fund

Brace For Higher Healthcare Premiums In 2026 As Insurers Blame Trump's Tariffs In Filings To Regulators: Report

Guardian Pharmacy Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRDN#NYSE">GRDN</a>) on Monday announced its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b45719054/guardian-pharmacy-services-expands-pacific-northwest-footprint-with-acquisition-of-washington-base" rel="noreferrer noopener">entry into the Pacific Northwest market</a> through the acquisition of Mercury Pharmacy Services, a Mountlake Terrace-based provider of long-term care (LTC) pharmacy solutions.
The move strengthens Guardian's national presence and addresses the growing demand for LTC support in Washington state, the company said in a press release.
The financial terms of the deal, one of Guardian&#8217;s larger recent single-pharmacy acquisitions, were not disclosed.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/health-care/25/06/45720783/kidney-health-focused-vera-therapeutics-stock-price-spikes-on-heels-of-successful-trial-data" rel="noreferrer noopener">Kidney Health-Focused Vera Therapeutics Stock Price Spikes On Heels Of Successful Trial Data</a>
The deal brings a well-established operation serving assisted living, skilled nursing, behavioral health, and disability care communities across the Seattle-Tacoma region.
Fred Burke, Guardian's CEO, said the company seeks high-performing local partners in regions with unmet needs. He highlighted Mercury's strong market reputation as a natural fit for Guardian's expansion goals.
Mercury, founded in 2001, will retain its name and staff, continuing operations under Guardian's ownership. The company will also gain access to Guardian's centralized resources, including IT, analytics, and HR support, enabling its team to focus on patient care and service delivery.
Founded in 2004, Guardian now operates over 50 pharmacies serving more than 7,000 LTC facilities nationwide, growing through a mix of acquisitions, startups, and organic development.
GRDN held <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45359262/guardian-pharmacy-services-inc-reports-first-quarter-2025-financial-results" rel="noreferrer noopener">cash and cash equivalents</a> of $14 million as of March 31, 2025.
Related ETFs: Health Care Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>), iShares U.S. Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>).
Price Action: GRDN shares closed lower by 1.03% at $21.17 on Friday.
Read Next:
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</ul>
Image via Shutterstock

Movers

GRDN

Guardian Pharmacy Strengthens US Footprint With New Seattle-Area Acquisition

WIIM

ALHC

streetTRACKS Dow Jones U.S. Large Cap Value Index Fund

Shares of health insurance stocks are trading lower after UnitedHealth suspended its 2025 outlook as medical expenditures were expected to be larger than anticipated.

With earnings season in full swing, let&#8217;s examine the performance of some major healthcare, utility, and financial services companies in Dan Loeb&#8216;s Third Point LLC portfolio that <a href="https://www.benzinga.com/earnings" target="_blank" rel="noreferrer noopener">reported earnings last week</a>.
Thermo Fisher Scientific Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>): Loeb acquired a stake in the company, attaining 350,000 shares <a target="_blank" href="https://www.benzinga.com/news/large-cap/25/02/43945075/dan-loeb-adjusts-healthcare-holdings-danaher-stake-trimmed-as-thermo-fisher-gains-favor" rel="noreferrer noopener">in the fourth quarter 2024</a>.
<ul>
<li>On April 23, the company reported&nbsp;first-quarter&nbsp;2025 adjusted earnings per share of&nbsp;$5.15,&nbsp;<a href="https://www.benzinga.com/calendars/earnings" target="_blank" rel="noreferrer noopener">beating the street view of&nbsp;$5.10</a>.</li>
<li>Quarterly sales of&nbsp;$10.36 billion, almost flat year over year, outpaced the analyst <a href="https://www.benzinga.com//node/44956678" target="_blank" rel="noreferrer noopener">consensus estimate of&nbsp;$10.23 billion</a>.</li>
<li>Thermo Fisher Scientific lowered 2025 adjusted EPS&nbsp;outlook from&nbsp;$23.10-$23.50&nbsp;to&nbsp;$21.76-$22.84&nbsp;vs. the consensus of&nbsp;$23.25 and revised sales&nbsp;guidance&nbsp;from&nbsp;$43.5 billion-$44 billion&nbsp;to&nbsp;$43.3 billion-$44.2 billion&nbsp;vs. consensus of&nbsp;$43.84 billion.</li>
<li>The company expects U.S.-China tariffs to hurt sales in China for products made in the U.S. This will reduce revenue by&nbsp;$400 million&nbsp;in 2025. These tariffs will also raise the cost of parts and <a href="https://www.benzinga.com//node/44966173" target="_blank" rel="noreferrer noopener">subassemblies sourced from China</a>.</li>
<li>After accounting for lower sales and higher costs—despite efforts to reduce the impact—the company expects adjusted operating income to take a&nbsp;$375 million&nbsp;hit compared to previous&nbsp;guidance.</li>
<li>Several analysts lowered the price <a href="https://www.benzinga.com/quote/TMO/analyst-ratings" target="_blank" rel="noreferrer noopener">forecast following the results</a>.</li>
<li>On April 24, the company said&nbsp;that it would invest an additional&nbsp;$2 billion&nbsp;in the <a href="https://www.benzinga.com//node/44995428" target="_blank" rel="noreferrer noopener">U.S. over&nbsp;the next four years</a>.</li>
<li>Year to date, Thermo Fisher fell about 21.03%, both underperforming the&nbsp;iShares U.S. Healthcare ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>), which declined about 2.36%&nbsp;over the same time frame.</li>
</ul>
Pacific Gas &amp; Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCG#NYSE">PCG</a>): The investor had cut the stake from 49.75 million shares in the&nbsp;third quarter&nbsp;of 2024 to 48.5 million in <a target="_blank" href="https://www.benzinga.com//node/44384767" rel="noreferrer noopener">the&nbsp;fourth quarter&nbsp;of 2024</a>.
<ul>
<li>On April 24, the company reported first-quarter adjusted EPS of 33&nbsp;cents, down from 37 cents in the prior-year quarter and missing the estimates of 35 cents. Sales&nbsp;of $5.98 billion came below the <a href="https://www.benzinga.com/pressreleases/25/04/n44973765/pg-e-corporation-reports-first-quarter-results-on-track-to-deliver-solid-2025-residential-electric" target="_blank" rel="noreferrer noopener">street view of&nbsp;$6.13 billion</a>.</li>
<li>The company reiterated 2025 guidance for adjusted EPS at $1.48-$1.52&nbsp;compared to consensus of $1.50.</li>
<li>The company showed confidence in its equity strength, which is &#8216;fully satisfied&#8217; to fund the five-year capital plan of&nbsp;$63 billion&nbsp;through 2028.</li>
<li>Guggenheim analyst Shahriar Pourreza maintained a Neutral and raised the price forecast from&nbsp;$16&nbsp;to&nbsp;$17. Evercore ISI Group analyst Michael Lonegan retained an In-Line rating and boosted the <a href="https://www.benzinga.com/quote/pcg/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from&nbsp;$15&nbsp;to&nbsp;$17</a>.</li>
<li>The company&#8217;s shares dipped around&nbsp;15.88%&nbsp;so far in 2025 compared to&nbsp;VanEck Uranium and Nuclear ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLR#NYSE">NLR</a>) decline of 11.27%.</li>
</ul>
Discover Financial Services (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DFS#NYSE">DFS</a>): Loeb had acquired 640,000 shares in the company<a target="_blank" href="https://www.benzinga.com/25/04/44698171/trumps-tariff-push-sends-financials-lower-loebs-portfolio-take-a-hit" rel="noreferrer noopener"> in the fourth quarter of 2024</a>.
<ul>
<li>On April 23, the company reported first-quarter EPS of&nbsp;$4.25, which beat the analyst consensus estimate of&nbsp;$3.39&nbsp;by&nbsp;25.37%. Revenue of $4.25 billion, exceeded the analyst<a href="https://www.benzinga.com//node/44967199" target="_blank" rel="noreferrer noopener"> consensus estimate of&nbsp;$4.22 billion</a>.</li>
<li>Provision for credit losses of&nbsp;$1.2 billion&nbsp;decreased&nbsp;$253 million&nbsp;from the prior year quarter, driven by a&nbsp;$190 million&nbsp;favorable reserve change and a&nbsp;$97 million&nbsp;decrease in net charge-offs.</li>
<li>The company confirmed that it expects the merger with&nbsp;Capital One Financial Corp.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COF#NYSE">COF</a>) to close on or about May 18, 2025.</li>
<li>TD Securities analyst Moshe Orenbuch maintained a Buy rating and slashed the price forecast from&nbsp;$188&nbsp;to&nbsp;$184, while Truist Securities analyst Brian Foran boosted the <a href="https://www.benzinga.com/quote/dfs/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast from&nbsp;$219&nbsp;to&nbsp;$229</a>.</li>
<li>The stock rose 4.98% compared to iShares Focused Value Factor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FOVL#NYSE">FOVL</a>) decline of 5.67% YTD.</li>
</ul>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/25/04/44911125/dan-loebs-bet-on-taiwan-semiconductor-looks-strong-as-q1-results-top-expectations" target="_blank" rel="noreferrer noopener">Dan Loeb&#8217;s Bet On Taiwan Semiconductor Looks Strong As Q1 Results Top Expectations</a></li>
</ul>
Image: Shutterstock

Equities

Large Cap

FOVL

Tariffs Bite Dan Loeb's Portfolio: Thermo Fisher Hit Hard, Discover Shines

Analyst Ratings

Trading Ideas

ABBV

CNBC Halftime Report Final Trades: Taiwan Semiconductor Manufacturing, AbbVie, Tradeweb Markets, iShares U.S. Healthcare ETF

Dan&nbsp;Loeb‘s&nbsp;Third Point LLC, which has a varied mix of stock from across the sectors, did some major portfolio restructuring in the <a target="_blank" href="https://www.benzinga.com/topic/dan-loeb" rel="noreferrer noopener">last quarter of 2024</a>.
According to recent 13F filings,&nbsp;reflecting his holding as of Dec. 31, 2024, Loeb slashed a stake in the major Life Sciences Tools &amp; Services company Danaher Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>) <a target="_blank" href="https://www.sec.gov/Archives/edgar/data/1040273/000108514625001713/xslForm13F_X02/infotable.xml" rel="noreferrer noopener">to </a>1,900,000 from 1,950,000 shares <a target="_blank" href="https://www.sec.gov/Archives/edgar/data/1040273/000108514624005927/xslForm13F_X02/infotable.xml" rel="noreferrer noopener">in </a>the third quarter of 2024, a decline of around 2.5%.
Notably, the investor has been cutting stake in Danaher in the last couple of quarters. Earlier, he held 2,050,000 shares <a target="_blank" href="https://www.sec.gov/Archives/edgar/data/1040273/000108514624004004/xslForm13F_X02/infotable.xml" rel="noreferrer noopener">as </a>of second quarter of 2024 and 2,450,000 shares as <a target="_blank" href="https://www.sec.gov/Archives/edgar/data/1040273/000108514623004511/xslForm13F_X02/infotable.xml" rel="noreferrer noopener">of </a>third quarter of 2023.
Instead, the investor acquired a stake in Danaher&#8217;s major peer Thermo Fisher Scientific Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>), attaining 350,000 shares in the fourth quarter 2024.
Read: <a target="_blank" href="https://www.benzinga.com/25/02/43861240/repligens-q4-earnings-beat-2025-guidance-highlights-market-growth" rel="noreferrer noopener">Repligen Q4 Earnings Momentum Highlights Market Growth, Issues Strong 2025 Outlook</a>
DHR Major Events:
<ul>
<li>In January, the company reported weaker-than-expected fourth-quarter earnings, with adjusted earnings per share of $2.14 missing the street view of $2.16 and sales of $6.54 billion (+2%), beating the analyst <a href="https://www.benzinga.com/news/earnings/25/01/43298036/danaher-q4-eps-miss-expectations-amid-diagnostics-segment-lag" target="_blank" rel="noreferrer noopener">consensus estimate of $6.42 billion</a>.</li>
<li>Danaher expects its non-GAAP core revenue to decline by a low-single digit percentage year-over-year in the first quarter. However, it anticipates a 3% year-over-year increase in <a href="https://www.benzinga.com/calendars/guidance" target="_blank" rel="noreferrer noopener">core revenue for the full year of 2025</a>.</li>
<li>Following the earnings release, several analysts cut the price forecast on the stock, with Barclays analyst Luke Sergott lowering the price forecast from $275 to $240 and Wells Fargo analyst Brandon Couillard curtailing the price target from $280 to $240 and <a href="https://www.benzinga.com/25/01/43336758/danaher-analysts-cut-their-forecasts-after-downbeat-earnings" target="_blank" rel="noreferrer noopener">both maintaining an Equal-Weight</a>.</li>
<li>This month, Danaher raised quarterly dividend <a href="https://www.benzinga.com//node/43866316" target="_blank" rel="noreferrer noopener">per share from&nbsp;$0.27&nbsp;to&nbsp;$0.32</a>.</li>
</ul>
TMO Major Events:
<ul>
<li>Last month, the company reported fourth-quarter adjusted earnings per share of $6.10, beating the street view of $5.94 and sales of $11.395 billion (+5% year over year) outpaced the analyst <a href="https://www.benzinga.com/25/01/43337781/thermo-fisher-q4-earnings-beat-estimates-margin-expands" target="_blank" rel="noreferrer noopener">consensus estimate of $11.277 billion</a>.</li>
<li>Following the earnings release, several analysts raised the price forecast on the stock, with Morgan Stanley analyst Tejas Savant increasing the price target from&nbsp;$647&nbsp;to&nbsp;$678 and Wells Fargo analyst Brandon Couillard upped <a href="https://www.benzinga.com/quote/TMO/analyst-ratings" target="_blank" rel="noreferrer noopener">the price forecast from&nbsp;$660&nbsp;to&nbsp;$680</a>.</li>
<li>This month, Thermo Fisher Scientific raised its quarterly dividend<a href="https://www.benzinga.com//node/43830343" target="_blank" rel="noreferrer noopener"> from $0.39 to $0.43 per share</a>.</li>
<li>Thermo Fisher inked a 10-year VPPA with X-ELIO to enhance renewable energy access in pharmaceutical and healthcare supply chains through the Lorca solar project, set to launch <a href="https://www.benzinga.com/pressreleases/25/02/b43460138/thermo-fisher-scientific-accelerates-100-percent-renewable-electricity-goal-for-european-operation" target="_blank" rel="noreferrer noopener">in early 2026 with three industry partners</a>.</li>
</ul>
Year to date, Danaher shares declined around 10% while Thermo Fisher rose 0.66%, both underperforming the iShares U.S. Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>), which gained about 5%&nbsp;over the same time frame.
Also, the companies top peers Agilent Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/A#NYSE">A</a>) fell roughly 0.3% and IQVIA Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IQV#NYSE">IQV</a>) declined about 1.3% so far this year.
Read Next:
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<li><a href="https://www.benzinga.com/news/large-cap/25/02/43796723/dan-loebs-third-point-boosts-meta-holdings-now-a-top-4-position" target="_blank" rel="noreferrer noopener">Dan Loeb&#8217;s Third Point Boosts Meta Holdings, Now A Top 4 Position</a></li>
</ul>
Photo: Shutterstock

ETFs

Dan Loeb Adjusts Healthcare Holdings: Danaher Stake Trimmed As Thermo Fisher Gains Favor

Robert F. Kennedy Jr.&#8216;s appointment as U.S. Secretary of Health and Human Services has sparked concerns over funding for the National Institutes of Health. Analysts warn that potential cuts to this funding could lead to increased &#8220;uncertainty&#8221; in the healthcare sector, potentially impacting healthcare stocks.
What Happened: The NIH grants are &#8220;very important&#8221; sources of funding for a lot of labs out there, said Kyle Mikson, managing director and senior research analyst in <a href="https://www.buzzsprout.com/2414939/episodes/16662667">conversation</a> with Michael Graham, senior managing director and head of U.S. equity research internet analyst at Canaccord Genuity. 
Talking about RFK Jr.&#8217;s appointment Mikson said &#8220;He&#8217;s got some opposition to vaccines, to infectious disease research.&#8221; Highlighting the possible funding cuts along with caps on grants, Mikson added, "Things like that are causing uncertainty, causing, you know, stocks to decline."
Kennedy, known for his vaccine skepticism and conspiracy theories, has extended his influence globally, undermining health initiatives like vaccination and AIDS prevention, The New York Times <a href="https://www.nytimes.com/2024/11/30/world/africa/rfk-jr-kennedy-international-work-public-health-policies.html">reports</a>. Through his nonprofit, Children's Health Defense, Kennedy has <a href="https://www.benzinga.com/markets/equities/24/11/42254495/trumps-hhs-pick-rfk-jr-has-a-long-history-of-challenging-global-health-policies">disrupted public health efforts</a> in countries like Uganda and South Africa. He has also questioned the World Health Organization and its programs for fueling global health conspiracies.
The Donald Trump-led <a href="https://www.benzinga.com/general/health-care/25/01/43194764/trump-administration-halts-all-communications-from-the-centers-for-disease-control-as-bird-flu-spreads">administration</a> is trying to set caps at around 15% and 10% for some labs which is delayed due to broad opposition by many states. While this is detrimental to some NIH-funded labs, others have stated that they can function without indirect cost funding or support.
While, NIH awarded about $2.5 billion in grants in the first six weeks of 2024, this year, that number has plummeted to $1.4 billion.
See Also: <a href="https://www.benzinga.com/25/02/43906366/warren-buffetts-berkshire-boosts-bets-on-five-japanese-companies-admiration-has-consistently-grown-says-oracle-of-omaha-in-letter-to-shareholders">Warren Buffett&#8217;s Berkshire Boosts Bets On 5 Japanese Companies: Oracle Of Omaha Says Admiration &#8216;Has Consistently Grown&#8217;</a>
Why It Matters: While there isn't going to be a blanket impact of these caps on all healthcare firms, Mikson explains that companies that are academically focused are more likely to be impacted as compared to the ones with a mixed revenue base.
However, when considering investment opportunities, especially for growth-oriented companies with research-driven businesses, the impact is particularly important, Mikson explained.
According to the <a href="https://www.benzinga.com/markets/equities/25/02/43878703/institutional-investors-load-up-on-technology-and-financial-stocks-in-q4-while-reducing-positions-in-healthcare-sector-amid-political-uncertainty">13F SEC filings</a> during the fourth quarter, healthcare sectors experienced a sharp decline in investments, with allocations dropping by 1.4%. Adam Turnquist, the chief technical strategist at LPL Financial said that "The nomination of the so-called anti-vaccine Health Secretary, Robert F. Kennedy, Jr., and the potential for reduced Affordable Care Act subsidies," was also a potential trigger.
Kennedy&#8217;s appointment comes as healthcare costs rise and <a href="https://www.benzinga.com/general/health-care/25/02/43549057/deadly-bird-flu-strain-hits-dairy-cows-could-make-covid-seem-like-a-walk-in-the-park-expert-says">bird flu spreads</a>, raising pandemic concerns. A longtime vaccine skeptic, his stance could impact pharmaceutical companies like Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) and Moderna Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>), especially as he has questioned the safety and efficacy of bird flu vaccines.
Here is a list of healthcare sector-linked exchange-traded funds, that investors could consider while trying to gain exposure to the sector.
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>ETF Name</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>Health Care Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>)</td>
<td>6.41%</td>
<td>-0.46%</td>
</tr>
<tr>
<td>Vanguard Health Care ETF VHT (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VHT#NYSE">VHT</a>)</td>
<td>5.79%</td>
<td>-0.19%</td>
</tr>
<tr>
<td>iShares Biotechnology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBB#NASDAQ">IBB</a>)</td>
<td>4.51%</td>
<td>-0.18%</td>
</tr>
<tr>
<td>SPDR S&amp;P Biotech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XBI#NYSE">XBI</a>)</td>
<td>0.19%</td>
<td>-5.79%</td>
</tr>
<tr>
<td>iShares U.S. Medical Devices ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHI#NYSE">IHI</a>)</td>
<td>10.36%</td>
<td>12.22%</td>
</tr>
<tr>
<td>iShares Global Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IXJ#NYSE">IXJ</a>)</td>
<td>6.67%</td>
<td>-0.57%</td>
</tr>
<tr>
<td>iShares U.S. Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>)</td>
<td>5.52%</td>
<td>-0.26%</td>
</tr>
<tr>
<td>Fidelity MSCI Health Care Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FHLC#NYSE">FHLC</a>)</td>
<td>5.90%</td>
<td>-0.27%</td>
</tr>
<tr>
<td>ARK Genomic Revolution ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKG#BATS">ARKG</a>)</td>
<td>10.14%</td>
<td>-14.26%</td>
</tr>
<tr>
<td>First Trust NYSE Arca Biotechnology Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FBT#NYSE">FBT</a>)</td>
<td>6.72%</td>
<td>16.97%</td>
</tr>
</tbody>
</table>
</figure>
Read Next:
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</ul>
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Analyst Color

Government

Market Summary

Regulations

Markets

General

ARKG

First Trust NYSE Arca Biotechnology Index Fund

FHLC

iShares Dow Jones US Medical Devices Index Fund

iShares Trust S&P Global Healthcare Sector Index Fund

MRNA

NIH Funding Cuts To Spook Healthcare Stocks? RFK Jr's Confirmation At HHS Sparks Concerns Over Research Dollars, 'Causing Uncertainty,' Says Analyst

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/02/12/final-trades-vertiv-holdings-spotify-and-the-iyh.html">Halftime Report Final Trade</a>s,&#8221; Joseph M. Terranova of Virtus Investment Partners picked Spotify Technology S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPOT#NYSE">SPOT</a>).
Spotify, on Feb. 4, reported better-than-expected fiscal fourth-quarter 2024 financial sales. 
The Stockholm-based company reported quarterly sales of $4.53 billion (4.24 billion euros), up by 16% year-on-year, which beat the analyst consensus estimate of $4.15 billion.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>.
Stephen Weiss of Short Hills Capital Partners said he is sticking with Vertiv Holdings Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) as the stock got cheaper on Wednesday. &#8220;It's a good opportunity to <a href="https://in.benzinga.com/25/02/43661891/vertiv-q4-results-highlight-robust-data-center-demand-shares-down-on-q1-guidance">get in,&#8221; he added.</a>
Shares of Vertiv dipped around 10% on Wednesday following results for its fourth quarter. Net sales rose 26% year-over-year to $2.346 billion, beating the consensus of $2.151 billion. 
For 2025, Vertiv said it sees revenue of $9.125 billion – $9.275 billion vs. consensus of $9.148 billion and adjusted EPS of $3.50 – $3.60 vs. consensus of $3.56. For the first quarter, Vertiv expects revenue of $1.900 billion- $1.950 billion (vs. $1.904 billion estimate) and adjusted EPS of $0.57 – $0.63 <a href="https://www.benzinga.com/calendars/guidance">(vs. consensus of $0.64)</a>.
Shannon Saccocia of NB Private Wealth named iShares U.S. Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>) as her final trade.
Price Action:
<ul>
<li>Vertiv shares declined 9.7% to close at $111.24 on Wednesday.</li>
<li>iShares U.S. Healthcare ETF slipped 0.2% during Wednesday's session.</li>
<li>Spotify shares gained 2.8% to close at $640.59 on Wednesday.</li>
</ul>
Check This Out: 
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<li><a href="https://www.benzinga.com/25/02/43656665/wall-streets-most-accurate-analysts-weigh-in-on-3-tech-telecom-stocks-with-over-3-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Tech &amp; Telecom Stocks With Over 3% Dividend Yields</a></li>
</ul>
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Long Ideas

Media

SPOT

Spotify, Vertiv Holdings And More: CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Vertiv, Spotify Technology, iShares U.S. Healthcare ETF

On Monday, the U.S. District Court for the District of Massachusetts temporarily blocked the National Institutes of Health (NIH) from cutting research funding in 22 states.
What Happened: On Friday, under updated guidelines, NIH said it would now <a target="_blank" href="https://grants.nih.gov/grants/guide/notice-files/NOT-OD-25-068.html" rel="noreferrer noopener">apply</a> a standard indirect cost rate of 15% to all new and existing grants, replacing the previous practice of negotiating separate rates for each grant.
Historically, NIH's average indirect cost rate has been around 27%–28%, with some institutions charging over 50% or even 60%.
Also Read:&nbsp;<a target="_blank" href="https://www.benzinga.com/government/regulations/24/11/41866438/donald-trumps-second-term-could-reshape-us-healthcare-system-with-major-impacts-on-affordable-care-act-and-medicare" rel="noreferrer noopener">Donald Trump's Second Term Could Reshape US Healthcare System, With Major Impacts on Affordable Care Act And Medicare</a>
In 2023, NIH awarded over $35 billion in research funding across nearly 50,000 grants. Of this, $26 billion went directly to research, while $9 billion covered indirect costs.
By implementing a 15% rate, NIH aligns more closely with private research funders. Many private foundations, including the Bill &amp; Melinda Gates Foundation, cap indirect costs at 10%–15%, while some do not cover indirect costs at all.
Why It Matters: NIH has a $48 billion budget and 27 institutes that fund critical research on diseases like <a target="_blank" href="https://www.benzinga.com/general/biotech/24/11/42222191/donald-trump-nominates-pandemic-critic-jay-bhattacharya-tapped-to-reshape-national-institutes-of-health-that-oversees-budget-of-48-billion" rel="noreferrer noopener">cancer and diabetes</a>. The funding cuts were to take effect on Monday, 10 February.
In a social media post, NIH <a target="_blank" href="https://x.com/NIH/status/1888004759396958263?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet&amp;mx=2" rel="noreferrer noopener">said</a> the change would save the federal government $4 billion annually. It said three schools that had charged more than 60% in indirect rates—Harvard University, Yale University, and Johns Hopkins University—had multibillion-dollar endowments.
A complaint <a target="_blank" href="https://coag.gov/app/uploads/2025/02/ECF-001-Complaint-Mass.-v.-NIH-1.pdf" rel="noreferrer noopener">filed</a> earlier on Monday argued that "Without relief from NIH's action, these institutions' cutting-edge work to cure and treat human disease will grind to a halt."
The lawsuit also mentioned, "In issuing the Rate Change Notice, the NIH has also acted beyond its statutory authority and has failed to promulgate the change using notice and comment rulemaking."
The lawsuit adds, "The Rate Change Notice is arbitrary and capricious in, among other ways, its failure to articulate the bases for the categorical rate cap of 15%, its failure to consider the grant recipients' reliance on their negotiated rates, and its disregard for the factual findings that formed the bases for the currently operative negotiated indirect cost rates."
The NIH action will "devastate critical public health research at universities and research institutions," the lawsuit claims.
The complaint alleges that the agency's action will result in layoffs, suspension of clinical trials, disruption of ongoing research programs, and laboratory closures.
Judge Angel Kelley of the U.S. District Court for the District of Massachusetts <a target="_blank" href="https://fingfx.thomsonreuters.com/gfx/legaldocs/gdpzkzwrwvw/02102025nih_order.pdf" rel="noreferrer noopener">issued</a> a temporary restraining order asking the 22 states to file a status report in 24 hours and again every two weeks to confirm the regular disbursement of the funds. The judge set a hearing for 21 February.
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</ul>
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Biotech

Health Care

iShares Dow Jones US Pharmaceuticals Index Fund

iShares Dow Jones US Health Care Provides Index Fund

PowerShares Dynamic Healthcare Sector Portfolio

US States Sue National Institutes Of Health Over $4 Billion Annual Cut In Biomedical Research Grant Budget

Goldman Sachs expects a gradual recovery in end-market growth throughout the year as the Tools and the contract research organizations (CROs) enter 2025 after underperforming in 2024.
Bioprocessing is anticipated to gain momentum as the year progresses, with instruments poised for recovery by mid-year, potentially achieving healthy growth rates by the fourth quarter. However, investor skepticism remains high following overly optimistic guidance in 2024.
Improved visibility, normalized supply chains, and stable ordering patterns suggest better conditions for 2025, although debates around large pharma spending are expected to dominate early-year discussions.
Goldman Sachs analyst Matthew Sykes is cautiously optimistic about a potential recovery in the Life Sciences Tools sector in 2025. However, investor interest in this area remains low.
The analyst writes that the health care sector saw the fastest pace of net buying in five months last week—except for segments like Life Sciences Tools &amp; Services.
This hesitation stems from repeated disappointments in market recovery, ongoing declines in revenue and earnings forecasts, and persistently high valuations.
Danaher Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DHR#NYSE">DHR</a>) and Thermo Fisher Scientific Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TMO#NYSE">TMO</a>) are scheduled to release their fourth-quarter 2024 <a target="_blank" href="https://www.benzinga.com/calendars/earnings" rel="noreferrer noopener">earnings next week</a>.
Sector allocations among traditional, long-only investors have slightly increased, which is a positive sign.
A BofA Securities&nbsp;report in December highlighted that the Life Sciences Tools sector struggled in <a target="_blank" href="https://www.benzinga.com/24/12/42490115/despite-higher-valuations-some-life-sciences-tools-stocks-create-good-opportunities-analyst" rel="noreferrer noopener">fiscal year 2024</a>.
Pharmaceutical and biotech companies' spending dropped after pandemic-related overspending, and demand in China stayed weak. This led some Life Sciences companies to lower their already-conservative fiscal year revenue forecasts as the year progressed.
For most of fiscal year 2024, Life Sciences company valuations remained higher than pre-COVID levels but declined after the U.S. elections. Looking ahead to fiscal year 2025, initial forecasts and management comments suggest a mixed outlook.
Over the past two years, hedge funds have driven most of the sector's activity, but their recent pullback, combined with mutual funds' growing interest, could pave the way for broader investor engagement—if the sector demonstrates sustainable recovery.
For this to happen, large biopharma companies, the sector's key customers, need to stabilize spending amid challenges like the Inflation Reduction Act and patent cliffs.
Increased R&amp;D investment would also be crucial. While M&amp;A could support this shift, their net impact is expected to be neutral.
However, M&amp;A activity may still encourage investment to replenish product pipelines for major pharmaceutical companies.
Read Next:
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<li><a href="https://www.benzinga.com/general/health-care/25/01/43192622/hca-healthcare-q4-earnings-beat-steet-estimates-despite-hurricane-impact-announces-10-billion-share-buyback-program" target="_blank" rel="noreferrer noopener">HCA Healthcare Q4 Earnings Beat Steet Estimates Despite Hurricane Impact, Announces $10 Billion Share Buyback Program</a></li>
</ul>
Photo by MargJohnsonVA via Shutterstock

Goldman Sachs Predicts Gradual Recovery For Tools And Contract Research Sector In 2025, Stable Large Pharma Spending Key To Recovery

President Donald Trump signed an executive order on January 20, 2025, initiating the United States&#8217; withdrawal from the World Health Organization (WHO).
The <a target="_blank" href="https://www.whitehouse.gov/presidential-actions/2025/01/withdrawing-the-united-states-from-the-worldhealth-organization/" rel="noreferrer noopener">move</a> marks a continuance of Trump&#8217;s first-term efforts to end WHO membership, citing concerns about the organization&#8217;s governance and financial practices. Former President Joe Biden reversed Trump&#8217;s initial withdrawal attempt upon taking office in 2021.
In his order, Trump pointed to the WHO&#8217;s handling of the COVID-19 pandemic, its alleged susceptibility to political influence, and a lack of meaningful reforms as primary reasons for the decision.
The U.S. has criticized the organization&#8217;s funding structure, emphasizing that American contributions far outweigh those of other nations. For example, China, with a population over three times that of the U.S., contributes approximately 90% less to the WHO&#8217;s budget, the executive order says.
The executive order formally <a target="_blank" href="https://www.nytimes.com/2025/01/20/us/politics/trump-world-health-organization.html" rel="noreferrer noopener">revokes</a> the 2021 Presidential Letter that retracted the U.S.&#8217;s initial notification to withdraw. Trump&#8217;s administration argued that WHO has failed to demonstrate independence from undue political influence and continues to impose unfair financial demands on the U.S.
The WHO said it <a target="_blank" href="https://www.who.int/news/item/21-01-2025-who-comments-on-united-states--announcement-of-intent-to-withdraw" rel="noreferrer noopener">regretted</a> the decision, emphasizing the historic partnership between the organization and the United States. As a founding member since 1948, the U.S. has played a significant role in shaping the WHO&#8217;s initiatives and policies.
The collaboration has led to major public health achievements, including the eradication of smallpox and the near-eradication of polio. WHO highlighted that American institutions have contributed to and benefited from the partnership over the past seven decades.
The U.S. decides to withdraw when global health challenges require coordinated efforts. While the WHO faces criticism, the organization argues that U.S. involvement has been critical to protecting Americans and addressing international health crises.
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</ul>
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BMED

Harvard Apparatus Regenerative Technology

HART

PINK

World Health Organization Responds to Trump's Order, Reminds Decades of Successful Health Achievements

Billionaire Stanley Druckenmiller, a former confidant of George Soros and the founder of Duquesne Capital, built his career off making <a href="https://www.benzinga.com/general/24/03/37598371/stanley-druckenmillers-secret-sauce-the-two-stocks-dominating-a-quarter-of-his-three-billion-dollar">large, measured bets</a>. His latest large wager has paid off.
The famed investor has steadily increased his stake in Natera Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTRA#NASDAQ">NTRA</a>), a clinical genetic testing company, since the third quarter of 2022, according to quarterly 13F filings. Druckenmiller owned 414,955 shares in 2022&#8217;s third quarter, 893,030 shares in 2023 and 3,566,850 shares in 2024.
Druckenmiller&#8217;s position now exceeds $575 million, nearly 3% of the Austin, Texas-based company&#8217;s market capitalization and 15% of Duquesne Capital&#8217;s portfolio.
Since Duquesne Capital revealed its stake in a 13F filing, its stock has traded up 268%. Meanwhile, the healthcare industry as a whole, as measured by the iShares US Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>), has risen a touch over 16%. Thus, Druckenmiller&#8217;s gamble has outperformed its sector by over 250%.
Also Read: <a href="https://www.benzinga.com/markets/equities/24/12/42624528/government-shutdown-threat-stocks-wobble-holiday-travel-and-paychecks-could-face-delays-what-you-need-to-know">Government Shutdown Threat: Holiday Travel, Paychecks Could Face Delays If No Deal Reached</a>
Natera specializes in genetic testing and diagnostics to improve healthcare outcomes. The company develops and markets tests that analyze DNA to provide insights into hereditary conditions, reproductive health, organ transplant health, and oncology. 
Natera's flagship products include non-invasive prenatal tests (NIPTs) like Panorama, which screens for chromosomal abnormalities in a fetus, and Horizon, a carrier screening test for hereditary conditions.
In recent years, Natera has expanded its focus to oncology and organ transplant monitoring. In oncology, the company's Signatera test detects minimal residual disease (MRD) in cancer patients, helping to guide treatment decisions and monitor for recurrence with precision.
In the transplant space, the Prospera test assesses organ health by measuring donor-derived cell-free DNA, providing early indications of transplant rejection.
The company has beaten earnings and revenue expectations over the past four quarters. Revenue has increased from $625 million in 2021 to $1.5 billion over the past twelve months, while margins have also expanded. The company has posted a positive operating cash flow since March.
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<li><a href="https://www.benzinga.com/government/regulations/24/12/42623343/exclusive-weight-loss-market-experts-scoop-up-novo-nordisk-stock-after-worst-drop-since-2002-following-drug-trial-miss">EXCLUSIVE: Weight-Loss Market Experts Scoop Up Novo Nordisk Stock After Worst Drop Since 2002 Following Drug Trial Miss</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Hedge Funds

NTRA

Stanley Druckenmiller's Top Holding Has Outperformed Its Sector By 252%

According to a report, U.S. healthcare spending grew by 7.5% to $4.9 trillion in 2023. The increase was fueled by higher enrollment in private health plans and expanded use of medical services, driven by legislative changes and post-pandemic rebounds in care utilization.
Healthcare spending accounted for 17.6% of the U.S. economy, outpacing GDP growth of 2.9%. Spending on retail prescription drugs <a target="_blank" href="https://www.healthaffairs.org/doi/full/10.1377/hlthaff.2024.01375" rel="noreferrer noopener">saw</a> the most significant rise, jumping 11.4% to $449.7 billion.
The report attributed this to increased use of medications for obesity and diabetes.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/24/11/41866438/donald-trumps-second-term-could-reshape-us-healthcare-system-with-major-impacts-on-affordable-care-act-and-medicare" rel="noreferrer noopener">Donald Trump&#8217;s Second Term Could Reshape US Healthcare System, With Major Impacts on Affordable Care Act And Medicare</a>
The rapid growth in spending for drugs used to treat diabetes and obesity contributed to faster overall growth in retail prescription drug expenditures and private health insurance and Medicare spending growth.
Hospital care spending rose 10.4% to $1.5 trillion in 2023, marking the fastest growth since 1990. Hospital discharges increased by 1.6%, with Medicare beneficiaries driving higher outpatient service utilization.
Spending on physician and clinical services also climbed by 7.4% to $978 billion, with private insurance and Medicare patients contributing to this rise.
Enrollment in private health insurance grew by 1.6%, adding 3.3 million Americans.
Private insurance spending surged by 11.5%, reaching $1.5 trillion and accounting for 30% of national healthcare expenditures.
Medicare spending grew 8.1% to $1 trillion, representing 21% of total healthcare spending. Medicaid spending, however, grew more slowly at 7.9%, reflecting the end of the COVID-19 public health emergency.
The report also revealed that 92.5% of Americans had health insurance in 2023, up from 92.0% in 2022, underscoring the broader coverage expansion in recent years.
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</ul>
Photo by MargJohnsonVA via Shutterstock

Your Healthcare Costs are Soaring! US Spending Reached $5 Trillion In 2023 with Major Increase in Obesity and Diabetes Drugs, Hospital Services

Eli Lilly And Co&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) has achieved a year-to-date (YTD) increase of&nbsp;32.11% as of Friday, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>. This&nbsp;surge has had varied effects on several ETFs that hold significant stakes in the pharmaceutical giant. Several ETFs with substantial holdings in Eli Lilly have experienced varied performances during the same period.
What Happened:&nbsp;The&nbsp;iShares U.S. Pharmaceuticals ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHE#NYSE">IHE</a>) with a 20.33% allocation to Eli Lilly, reported a YTD gain of 10.89%. Meanwhile, the&nbsp;Roundhill GLP-1 &amp; Weight Loss ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OZEM#NASDAQ">OZEM</a>), holding 15.86% in Eli Lilly, saw a modest YTD increase of 3.74%.
See Also:&nbsp;<a href="https://www.benzinga.com/24/12/42438029/candel-therapeutics-prostate-cancer-therapy-hits-primary-goal-in-late-stage-study-stock-surges-over-100?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Candel Therapeutics Stock Surges Over 100%</a>
Conversely, the&nbsp;Horizon Kinetics Medical ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MEDX#NASDAQ">MEDX</a>), with Eli Lilly making up 16.06% of its portfolio, experienced a YTD decline of 1.56%. Similarly, the&nbsp;Amplify Weight Loss Drug &amp; Treatment ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THNR#NYSE">THNR</a>), with a 14.43% exposure to Eli Lilly, also saw its YTD returns decrease by 6.27%.
Lastly, the iShares U.S. Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>), which includes an 11.76% stake in Eli Lilly, recorded a YTD increase of 2.68%.
Buying $1000 In LLY vs. ETFs: If an investor had bought $1000 of LLY stock earlier this year, it would be worth $1,251 today based on a price of $782.35 for Eli Lilly at the time of writing. At the same time, IHE would have been worth $1100 based on a price of $67.11 for iShares US Pharmaceuticals ETF at the time of writing.
Why It Matters: Recently, the company announced a&nbsp;<a href="https://www.benzinga.com/general/biotech/24/12/42421676/eli-lilly-15b-buyback-faces-stiff-resistance-on-the-charts">massive $15 billion share buyback plan</a>&nbsp;and a 15% dividend increase. These strategic moves come as the company enjoys the success of its blockbuster drugs, Mounjaro and Zepbound, despite facing mixed technical signals on the charts.
Moreover,&nbsp;Eli Lilly&nbsp;has been heavily investing in its production capabilities. The company recently announced a&nbsp;<a href="https://www.benzinga.com/24/12/42370795/investments-in-eli-lillys-production-capabilities-reaches-23-billion-with-additional-3-billion-expansion-at-us-facility">$3 billion expansion</a>&nbsp;of its manufacturing facility in Kenosha County, Wisconsin. This expansion is part of a broader $23 billion investment to meet the growing demand for diabetes, obesity, and pipeline medicines, further solidifying its position in the pharmaceutical industry.
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/24/12/42462096/keros-therapeutics-pauses-two-treatment-arms-in-mid-stage-hypertension-trial-stock-plummets?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Keros Therapeutics Loses 75% Value In A Single Session</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Image via Shutterstock

MEDX

OZEM

Amplify ETF Trust Amplify Weight Loss Drug & Treatment ETF

THNR

Eli Lilly Stock Soars 34.42% YTD: A $1000 Investment Outpaces Returns From These ETFs Holding Mounjaro-Maker Shares

FDA commissioner Robert Califf&#8217;s <a target="_blank" href="https://www.benzinga.com/general/biotech/21/11/24301293/robert-califfs-speedy-confirmation-vote-as-fda-head-likely-delayed-see-why" rel="noreferrer noopener">second term is anticipated</a> to end in 2025, and all eyes are now on who will be the next to take the position after Donald Trump is elected president for the second time.
He was <a target="_blank" href="https://www.fda.gov/about-fda/fda-organization/robert-califf" rel="noreferrer noopener">elected</a> to head the agency in February 2022. Califf was briefly the agency&#8217;s commissioner under the Obama administration beginning in 2016.
At a conference <a target="_blank" href="https://www.youtube.com/live/hQ7rYiJTcmU" rel="noreferrer noopener">hosted</a> by the Friends of Cancer Research, Califf acknowledged the uncertainty President-elect Donald Trump&#8217;s return to the White House raises for the agency workforce.
He is &#8220;disappointed&#8221; about the election&#8217;s outcome. &#8220;I think we just don&#8217;t know what&#8217;s going to happen.&#8221;
At the Tuesday conference, Califf added, &#8220;The gist of this administration, from everything that&#8217;s been said, is that they want to change a lot of things, and how it gets changed depends on who gets appointed into key positions and how the various policies play out.&#8221;
Also Read: <a target="_blank" href="https://www.benzinga.com/government/regulations/24/11/41866438/donald-trumps-second-term-could-reshape-us-healthcare-system-with-major-impacts-on-affordable-care-act-and-medicare" rel="noreferrer noopener">Donald Trump&#8217;s Second Term Could Reshape US Healthcare System, With Major Impacts on Affordable Care Act And Medicare</a>
Asked whether FDA employees are eying the exits, Califf said, &#8220;people are waiting to see.&#8221;
Asked to respond to Robert F. Kennedy Jr&#8217;s statements about clearing FDA groups focused on nutrition and other issues, Califf suggested the agency is limited in addressing issues with the American diet <a target="_blank" href="https://www.benzinga.com/general/biotech/24/11/41822473/trumps-potential-health-czar-robert-f-kennedy-jr-rattles-vaccine-stocks-shoot-first-reaction" rel="noreferrer noopener">because of Congress</a>.
In an interview Califf said, &#8220;In times of change and chaos, there&#8217;s also opportunity,&#8221; he continued. &#8220;I will just comment, there&#8217;s a lot of things that I bet almost everyone in leadership positions in the health agencies would have liked to have changed but couldn&#8217;t because of the gridlock of various interests that made it difficult to change things.&#8221;
Callif said he believes the FDA is at &#8220;peak performance right now — and we&#8217;ll see what happens as the new team comes in.&#8221;
&#8220;From things that have been said, the change could happen internally or from external decisions made by the administration,&#8221; he said. &#8220;I just think we have to wait and see and have some faith that hard-working, high-quality people are still going to be in place and have support from — I hope — the external regulated community, which given the dynamics is likely to be the most important factor.&#8221;
While Califf hasn&#8217;t officially announced his departure from the FDA, he said today that &#8220;this is not the first time I&#8217;ve ridden out of town after an election.&#8221;
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Image via Adobe Stock

FDA Commissioner Califf Candid on Trump's Impact: 'We Just Don't Know What's Going to Happen'

ASHTF

CNBC Halftime Report Final Trades: The Walt Disney Company, ASHTEAD GROUP PLC, The Trade Desk, iShares U.S. Healthcare ETF

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/10/09/final-trades-john-deere-copart-amgen-and-the-iyh.html">Halftime Report Final Trades</a>,&#8221; Jim Lebenthal of Cerity Partners named Deere &amp; Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DE#NYSE">DE</a>) <a href="https://www.benzinga.com/quote/DE/analyst-ratings">as his final trade.</a>
On Wednesday, Citigroup analyst Kyle Menges maintained Deere with a Neutral and raised the price target from $395 to $420.
Jason Snipe of Odyssey Capital Advisors said Amgen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>) has got a really strong pipeline.
On Monday, Barclays analyst Carter Gould maintained Amgen with an Equal-Weight rating and raised the price target from $300 to $315.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Shannon Saccocia of NB Private Wealth named iShares U.S. Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>).
Joseph M. Terranova of Virtus Investment Partners picked Copart, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CPRT#NASDAQ">CPRT</a>), an industrial name.
On Sept. 4, Copart reported quarterly earnings of 33 cents per share, which missed the analyst consensus estimate by 8.33%. Quarterly revenue came in at $1.068 billion, which missed the analyst consensus estimate of $1.081 billion. Gross profit and net income were $454 million and $323 million, respectively.
Price Action:
<ul>
<li>Deere gained 1.3% to close at $405.48 during Wednesday's session.</li>
<li>Amgen shares gained 1.5% to close at $322.41 on Wednesday.</li>
<li>iShares U.S. Healthcare ETF gained 1% during Wednesday's session.</li>
<li>Copart shares gained 2.6% to settle at $55.84 on Wednesday.</li>
</ul>
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Image: Shutterstock

AMGN

CPRT

Deere, Amgen, Copart And More: CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Copart, Amgen, Deere & Company, iShares U.S. Healthcare ETF

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2024/08/05/final-trades-kkr-co-leidos-holdings-abbvie-and-the-iyh.html">Halftime Report Final Trades</a>,&#8221; Jim Lebenthal of Cerity Partners said AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) is a very <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/07/39992204/abbvie-wins-analyst-confidence-with-q2-beat-diverse-portfolio-fuels-long-term-growt">strong health care provider.</a>
On July 25, AbbVie reported second-quarter adjusted EPS of $2.65, down 8.9% year over year, beating the consensus of $2.57. Net revenues reached $14.46 billion, up 4.3%, beating the consensus of $14.03 billion. Sales were up 5.6% on an operational basis.
Stephen Weiss of Short Hills Capital Partners said Leidos Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LDOS#NYSE">LDOS</a>) reported stable earnings.
On July 30, Leidos reported better-than-expected second-quarter fiscal 2024 earnings. The company posted revenue growth of 8% year-over-year to $4.13 billion, beating the analyst consensus estimate of $4.06 billion, driven by demand across all customer segments, especially for managed health services.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Stephanie Link of Hightower named iShares U.S. Healthcare ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYH#NYSE">IYH</a>) as her final trade.
Joseph M. Terranova of Virtus Investment Partners picked KKR &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>).
On July 31, KKR &amp; Co posted second-quarter earnings of 72 cents per share on sales of $4.17 billion. On Aug. 2, Citigroup analyst Chris Allen maintained KKR with a Buy rating, while raising the price target from $130 to $150.
Price Action:
<ul>
<li>AbbVie shares fell 2.6% to close at $184.36 on Monday.</li>
<li>Leidos gained 0.9% during Friday's session.</li>
<li>iShares U.S. Healthcare ETF fell 2.6% during Monday's session.</li>
<li>KKR shares fell 2.2% to settle at $106.23 on Monday.</li>
</ul>
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</ul>
Image created using artificial intelligence via Midjourney.

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