Dernières nouvelles pour Pfizer (NYSE:PFE) Stock

PFIZER INC

Pfizer

Pfizer is one of the world's largest pharmaceutical firms, with annual sales of roughly $60 billion. While it historically sold many types of healthcare products and chemicals, now prescription drugs and vaccines account for the majority of sales. Top sellers include pneumococcal vaccine Prevnar 13, cancer drug Ibrance, and cardiovascular treatment Eliquis. Pfizer sells these products globally, with international sales representing 40% of total sales. Within international sales, emerging markets are a major contributor.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Health Care sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>REPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/21/25</td>
<td>$10.00</td>
<td>$35.0K</td>
<td>3.3K</td>
<td>8.7K</td>
</tr>
<tr>
<td>ALHC</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$12.50</td>
<td>$250.0K</td>
<td>15.3K</td>
<td>3.8K</td>
</tr>
<tr>
<td>ABBV</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/01/25</td>
<td>$182.50</td>
<td>$69.5K</td>
<td>3.3K</td>
<td>918</td>
</tr>
<tr>
<td>PFE</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$22.50</td>
<td>$131.5K</td>
<td>15.7K</td>
<td>518</td>
</tr>
<tr>
<td>HIMS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>08/08/25</td>
<td>$73.00</td>
<td>$79.8K</td>
<td>94</td>
<td>392</td>
</tr>
<tr>
<td>JNJ</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/17/25</td>
<td>$175.00</td>
<td>$44.4K</td>
<td>14.4K</td>
<td>321</td>
</tr>
<tr>
<td>NVO</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/20/26</td>
<td>$85.00</td>
<td>$48.7K</td>
<td>180</td>
<td>310</td>
</tr>
<tr>
<td>ACAD</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>08/15/25</td>
<td>$23.00</td>
<td>$40.2K</td>
<td>810</td>
<td>257</td>
</tr>
<tr>
<td>HUM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$220.00</td>
<td>$170.0K</td>
<td>183</td>
<td>220</td>
</tr>
<tr>
<td>BBIO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$45.00</td>
<td>$48.0K</td>
<td>1.5K</td>
<td>208</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• For REPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REPL#NASDAQ">REPL</a>), we notice a call option sweep that happens to be bearish, expiring in 114 day(s) on November 21, 2025. This event was a transfer of 250 contract(s) at a $10.00 strike. This particular call needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $35.0K, with a price of $140.0 per contract. There were 3310 open contracts at this strike prior to today, and today 8715 contract(s) were bought and sold. 
• For ALHC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ALHC#NASDAQ">ALHC</a>), we notice a call option trade that happens to be bullish, expiring in 16 day(s) on August 15, 2025. This event was a transfer of 2000 contract(s) at a $12.50 strike. The total cost received by the writing party (or parties) was $250.0K, with a price of $125.0 per contract. There were 15302 open contracts at this strike prior to today, and today 3811 contract(s) were bought and sold. 
• Regarding ABBV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>), we observe a put option sweep with bearish sentiment. It expires in 2 day(s) on August 1, 2025. Parties traded 499 contract(s) at a $182.50 strike. This particular put needed to be split into 33 different trades to become filled. The total cost received by the writing party (or parties) was $69.5K, with a price of $142.0 per contract. There were 3330 open contracts at this strike prior to today, and today 918 contract(s) were bought and sold. 
• Regarding PFE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>), we observe a call option sweep with bearish sentiment. It expires in 170 day(s) on January 16, 2026. Parties traded 500 contract(s) at a $22.50 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $131.5K, with a price of $263.0 per contract. There were 15788 open contracts at this strike prior to today, and today 518 contract(s) were bought and sold. 
• Regarding HIMS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>), we observe a call option sweep with bullish sentiment. It expires in 9 day(s) on August 8, 2025. Parties traded 235 contract(s) at a $73.00 strike. This particular call needed to be split into 24 different trades to become filled. The total cost received by the writing party (or parties) was $79.8K, with a price of $340.0 per contract. There were 94 open contracts at this strike prior to today, and today 392 contract(s) were bought and sold. 
• For JNJ (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), we notice a call option trade that happens to be bullish, expiring in 79 day(s) on October 17, 2025. This event was a transfer of 200 contract(s) at a $175.00 strike. The total cost received by the writing party (or parties) was $44.4K, with a price of $222.0 per contract. There were 14487 open contracts at this strike prior to today, and today 321 contract(s) were bought and sold. 
• Regarding NVO (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), we observe a put option trade with bullish sentiment. It expires in 233 day(s) on March 20, 2026. Parties traded 14 contract(s) at a $85.00 strike. The total cost received by the writing party (or parties) was $48.7K, with a price of $3480.0 per contract. There were 180 open contracts at this strike prior to today, and today 310 contract(s) were bought and sold. 
• For ACAD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACAD#NASDAQ">ACAD</a>), we notice a call option trade that happens to be bullish, expiring in 16 day(s) on August 15, 2025. This event was a transfer of 244 contract(s) at a $23.00 strike. The total cost received by the writing party (or parties) was $40.2K, with a price of $165.0 per contract. There were 810 open contracts at this strike prior to today, and today 257 contract(s) were bought and sold. 
• For HUM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUM#NYSE">HUM</a>), we notice a call option trade that happens to be bullish, expiring in 534 day(s) on January 15, 2027. This event was a transfer of 25 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $170.0K, with a price of $6800.0 per contract. There were 183 open contracts at this strike prior to today, and today 220 contract(s) were bought and sold. 
• Regarding BBIO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BBIO#NASDAQ">BBIO</a>), we observe a call option sweep with bearish sentiment. It expires in 16 day(s) on August 15, 2025. Parties traded 160 contract(s) at a $45.00 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $48.0K, with a price of $300.0 per contract. There were 1591 open contracts at this strike prior to today, and today 208 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

ABBV

ACAD

ALHC

BBIO

Hims & Hers Health, Inc. Class A Common Stock

HIMS

REPL

10 Health Care Stocks Whale Activity In Today's Session

The pharmaceutical industry could face a significant financial hit due to the new&nbsp;trade deal between the U.S.&nbsp;and the European Union (EU), potentially leading to increased drug prices and restricted access.
What Happened: The U.S. is set to impose a 15% tariff on branded drugs imported from Europe, <a href="https://www.axios.com/2025/07/29/drug-prices-tariffs-eu-trump?ref=biztoc.com">reported</a> Axios. This move could result in billions of dollars in additional expenses for the pharmaceutical companies, potentially leading to increased drug prices and limited access for consumers.
Joe Brusuelas, RSM US&#8217;s principal and chief economist, highlighted the potential impact of this decision, stating, &#8220;The big picture is: The cost of imported drugs is about to become more expensive for all Americans.&#8221;
European countries, especially Ireland, are key suppliers of branded drugs and their components to U.S. pharmaceutical giants such as Pfizer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) and Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>) have established Ireland as a significant manufacturing hub for various drugs, including cancer drugs, insulin, Viagra, and Botox.
The trade deal is still being finalized, and the new tariffs are not expected to cover certain generic drugs, as per European Commission President Ursula von der Leyen&#8216;s recent announcement. However, there is a possibility of even higher tariffs being imposed by President Donald Trump.
SEE ALSO: <a href="https://benzinga.com/news/politics/25/07/46680702/trump-administration-weighs-paradigm-shift-in-patent-system-to-raise-billions-in-revenue-report" target="_blank" rel="noreferrer noopener">Trump Administration Weighs &#8216;Paradigm Shift&#8217; In Patent System To Raise Billions In Revenue: Report</a>
Why It Matters: The pharmaceutical industry has been on edge due to the Trump administration&#8217;s proposed 200% tariffs on pharmaceutical imports, which could potentially squeeze profit margins. Pharma giants like Johnson &amp; Johnson and Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>), are bracing themselves for the <a href="https://www.benzinga.com/news/25/07/46639976/3-pharma-stocks-that-arent-sweating-the-coming-200-drug-tariffs">new tariffs</a> whenever they are implemented. The timeline for the new tariffs has been extended, providing companies with more time to prepare for the potential financial impact.
However, the full extent of the impact of these tariffs remains uncertain, as the pharmaceutical industry has&nbsp;<a href="https://www.benzinga.com/markets/equities/25/07/46435899/trumps-pharma-tariffs-can-hit-novo-nordisk-says-barclays-expert-but-its-difficult-to-predict-as-drugmakers-have-complex-supply-chains">complex supply chains</a>, making it difficult to predict which companies will be most affected. The ongoing trade negotiations and potential tariffs&nbsp;on drug imports from China&nbsp;and India could further complicate the situation for the industry.
Manufacturers are in a dilemma whether to absorb the significant one-time costs of relocating their production and passing on future higher costs for specific drugs. This decision-making process will likely include negotiations between industry lobbyists and policymakers in Washington.
READ MORE:
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<li><a href="https://www.benzinga.com/news/fda/25/07/46641326/congress-sounds-alarm-over-illegal-weight-loss-drug-imports-from-china">Congress Sounds Alarm Over Illegal Weight-Loss Drug Imports From China </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

Drug Prices To Get 'More Expensive' Under Trump's EU Trade Deal As Pharma Faces Billions In Added Costs: Report

Health and Human Services Secretary Robert F. Kennedy Jr. is pledging a major overhaul of the National Vaccine Injury Compensation Program, describing the system as fundamentally broken and failing its intended purpose.
What Happened: On Monday, in a post on X, Kennedy criticized the VICP for straying from its original Congressional mandate, saying that it has &#8220;devolved into a morass of inefficiency, favoritism, and outright corruption.&#8221;
Kennedy notes that the program was created alongside the Vaccine Act of 1986, with the sole intention of compensating those injured by vaccines &#8220;quickly and fairly,&#8221; but now the system prioritizes the &#8220;solvency of the HHS Trust Fund&#8221; over compensating victims, he says.
See Also: <a href="https://www.benzinga.com/news/politics/25/07/46650568/rfk-jr-ponders-overhaul-of-key-preventive-health-advisory-committee">RFK Jr. Ponders Overhaul of Key Preventive Health Advisory Committee</a>
Kennedy highlighted that Congress acknowledged vaccines are &#8220;unavoidably unsafe,&#8221; and expected the government to support children harmed by them. 
He said this while quoting his uncle and former senator Edward Kennedy, who said, &#8220;when … children are the victims of an appropriate and rational national policy, a compassionate [g]overnment will assist them in their hour of need.&#8221;
The post also notes that it is the HHS, and not the vaccine makers, who are held accountable for vaccine-related injuries, adding that &#8220;the structure itself hobbles claimants.&#8221;
He then alleges that Special Masters, who serve as vaccine court judges, are &#8220;notoriously biased,&#8221; often making &#8220;punitive downward adjustments&#8221; to the fees of attorneys and expert witnesses, while &#8220;slow-walking payments&#8221; to the petitioners. 
&#8220;The VICP is broken, and I intend to fix it,&#8221; Kennedy said in the end. &#8220;I will not allow the VICP to continue to ignore its mandate and fail its mission of quickly and fairly compensating vaccine-injured individuals.&#8221;
He says that he is currently working with Attorney General Pam Bondi and his staff at the Department of Health and Human Services to fix the VICP.
<figure class="wp-block-embed aligncenter is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The 1986 Vaccine Act gave vaccine makers immunity against lawsuits by children who suffer vaccine injuries. The statute, and numerous subsequent court decisions, recognized that vaccines, like all medicines, are, in the words of the American Academy of Pediatrics case,…
&mdash; Secretary Kennedy (@SecKennedy) <a href="https://twitter.com/SecKennedy/status/1949875225904005367?ref_src=twsrc%5Etfw">July 28, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: Over a month ago, Kennedy decided to fire all 17 members of the&nbsp;Advisory Committee on Immunization Practices. He said the <a href="https://www.benzinga.com/news/health-care/25/06/45853393/robert-kennedy-jr-axes-entire-cdc-vaccine-panel-to-restore-public-trust-pfizer-moderna-other-biotech-stocks-drop-in-after-hours-trading">move was necessary</a> to &#8220;re-establish public confidence in vaccine science.&#8221;
The panel was then <a href="https://www.benzinga.com/news/health-care/25/06/45968386/robert-f-kennedy-jr-s-cdc-overhaul-critically-weakened-us-vaccine-program-say-ousted-experts">reconstituted with members</a> that included noted vaccine critics&nbsp;Robert Malone&nbsp;and&nbsp;Retsef Levi.
Kennedy himself has been a known and <a href="https://www.benzinga.com/markets/25/03/44550801/rfk-jr-spreading-misinformation-and-lies-fdas-top-vaccine-official-walks-out-sparking-debate-on-safety-and-public-trust">outspoken vaccine skeptic</a> for decades, and just a year ago made a post on X, saying that &#8220;there is no evidence these vaccines will work, and they appear to be dangerous.&#8221;
In March, Peter Marks, the top vaccine official at the U.S. Food and Drug Administration, resigned, citing concerns regarding Kennedy&#8217;s <a href="https://www.benzinga.com/markets/25/03/44550801/rfk-jr-spreading-misinformation-and-lies-fdas-top-vaccine-official-walks-out-sparking-debate-on-safety-and-public-trust">promotion of vaccine misinformation</a>. 
Despite sweeping changes to the vaccine mandates, immunization and compensation practices, most vaccine maker stocks remain unfazed.
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td class="has-text-align-center" data-align="center">Stocks / ETFs</td>
<td class="has-text-align-center" data-align="center">1 Day</td>
<td class="has-text-align-center" data-align="center">After Hours</td>
<td class="has-text-align-center" data-align="center">Year-To-Date</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)</td>
<td class="has-text-align-center" data-align="center">-1.94%</td>
<td class="has-text-align-center" data-align="center">+0.16%</td>
<td class="has-text-align-center" data-align="center">-8.64%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Eli Lilly And Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)</td>
<td class="has-text-align-center" data-align="center">-0.56%</td>
<td class="has-text-align-center" data-align="center">-0.11%</td>
<td class="has-text-align-center" data-align="center">+3.86%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">Moderna Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRNA#NASDAQ">MRNA</a>)</td>
<td class="has-text-align-center" data-align="center">-0.70%</td>
<td class="has-text-align-center" data-align="center">+0.24%</td>
<td class="has-text-align-center" data-align="center">-19.26%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">BioNTech SE ADR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BNTX#NASDAQ">BNTX</a>)</td>
<td class="has-text-align-center" data-align="center">-2.19%</td>
<td class="has-text-align-center" data-align="center">+0.06%</td>
<td class="has-text-align-center" data-align="center">-2.18%</td>
</tr>
<tr>
<td class="has-text-align-center" data-align="center">iShares US Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHE#NYSE">IHE</a>)</td>
<td class="has-text-align-center" data-align="center">-0.90%</td>
<td class="has-text-align-center" data-align="center">-0.69%</td>
<td class="has-text-align-center" data-align="center">+4.61%</td>
</tr>
</tbody>
</table>
</figure>
Price Action: The iShares U.S. Pharmaceuticals ETF, which tracks several large biotech and pharma stocks, was down 0.90% on Monday, and another 0.69% after hours.
<figure class="wp-block-image aligncenter size-large is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="1024" height="192" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28221023/Screenshot-2025-07-29-at-7.40.13-AM-1024x192.png" alt="" class="wp-image-1004201" style="width:672px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28221023/Screenshot-2025-07-29-at-7.40.13-AM-1024x192.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28221023/Screenshot-2025-07-29-at-7.40.13-AM-300x56.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28221023/Screenshot-2025-07-29-at-7.40.13-AM-768x144.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/28221023/Screenshot-2025-07-29-at-7.40.13-AM.png 1176w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
The fund scores low on Momentum, according to Benzinga&#8217;s Edge Stock Rankings, but has a favorable price trend in the short, medium and long terms. Click <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">here</a> for deeper insights into the fund and its constituents.
Photo Courtesy: Maxim Elramsisy on Shutterstock.com
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/health-care/25/07/46608478/vaccine-skeptic-rfk-jr-finalizes-ban-on-mercury-based-thimerosal-in-us-flu-vaccines">Vaccine-Skeptic RFK Jr. Finalizes Ban On Mercury-Based Thimerosal In US Flu Vaccines</a></li>
</ul>

Biotech

Equities

Government

Regulations

Markets

General

BNTX

iShares Dow Jones US Pharmaceuticals Index Fund

MRNA

Robert Kennedy Jr Blasts Vaccine Injury Compensation Program: 'Devolved Into A Morass Of Inefficiency, Favoritism, And Outright Corruption'

Imagine this: a hospital conference room, lights low, filled with decision-makers. A sales representative clicks through slides driven by Palantir Technologies&#8217; (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) Foundry platform, highlighting real-time data integration and pinpoint analytics that would <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/07/46640145/how-palantir-tempus-nvidia-backed-recursion-are-disrupting-big-pharma">make Pharma R&amp;D from the past</a> look like it&#8217;s still sending lab results by fax. Down the same hallway, Tempus AI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) is making its pitch: a genomics-driven diagnostics pipeline that has the potential to condense drug development months into weeks. Down the street, Recursion Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RXRX#NASDAQ">RXRX</a>), connected to Nvidia&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) AI muscle, is whipping up molecules more quickly than most of the major pharma companies can convene a patent meeting.
Track Palantir's stock moves <a href="https://archive.ph/o/RcesA/https://www.benzinga.com/quote/PLTR" target="_blank" rel="noreferrer noopener">here</a>.
This isn&#8217;t a sci-fi movie. It&#8217;s 2025. And it&#8217;s the future of medicine.
But what if you peek under the hood of most <a href="https://www.benzinga.com/etfs">healthcare ETFs</a>, and find the list still dominated by old-school giants: Pfizer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>), Merck (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), all good revenue machines, yes, but now stalled in terms of stock momentum and innovation hype. So the elephant-in-the-room question hangs: are ETF issuers missing the real excitement in AI-native biotech?
<h2 class="wp-block-heading">The ETF Landscape: Are We Still Wearing 2015 Goggles?</h2>
Even with this tectonic shift in where innovation is really occurring, the world of ETFs hasn&#8217;t yet caught up. The Health Care Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) remains top-heavy in UnitedHealth (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), and Eli Lilly (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>). The iShares U.S. Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHE#NYSE">IHE</a>) is laser-beamed on the usual suspects. 
However, very few thematic funds such as the ARK Genomic Revolution ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKG#BATS">ARKG</a>) have piled into Tempus AI and Recursion — although Cathie Wood&#8217;s ARK is infamous for dipping its toes into Palantir waters.
It raises the question: if AI is reshaping healthcare at its source — the molecule, the diagnosis, the trial protocol — why are investors still paying for exposure to the output, rather than the architects?
Also Read: <a href="https://www.benzinga.com/news/25/07/46639976/3-pharma-stocks-that-arent-sweating-the-coming-200-drug-tariffs">3 Pharma Stocks That Aren&#8217;t Sweating the Coming 200% Drug Tariffs</a>
<h2 class="wp-block-heading">AI-Native Pharma Is Already A Thing And It&#8217;s Moving Fast</h2>
Let&#8217;s begin with the numbers. Palantir is up more than 11% in the past month and has already shown a phenomenal YTD performance as investors prepare for its Q2 earnings. The company&#8217;s expansion into healthcare is no side gig, it&#8217;s quietly establishing itself as the digital scaffolding for hospital systems and military-grade medical planning, too.
Tempus AI, though experiencing a modest 6% retreat in the last month, has remained firm at around $64, indicating market faith in its capability to use AI to industrialize cancer diagnosis. And Recursion Pharmaceuticals has been up 15% since late June, while remaining in loss for the year, a classic biotech early-stage pattern, but now infused with algorithmic drug discovery.
NVIDIA, whose chips reside at the center of Recursion&#8217;s wet-lab-meets-silicon-brain hybrid model, remains the underlying facilitator of this whole thing.
And Big Pharma, meanwhile? Pfizer languishes at around $24, while Merck hovers at around $85, not exactly the material for breakout tales.
<h2 class="wp-block-heading">The ETF Opportunity</h2>
The pressure is obvious. Conventional drugmakers still control manufacturing, regulation, and distribution. But AI-first companies are beginning to own the upstream, the concepts, the iterations, the trial designs. And in a space where delays in R&amp;D can run into billions and cost patient lives, speed and accuracy are no longer niceties — they&#8217;re necessities.
ETF providers now have a choice. Are they going to keep tracking yesterday&#8217;s winners in healthcare, or pre-emptively shift portfolios towards the players really shaping tomorrow&#8217;s innovation?
There is an open invitation here to innovating. A specially designed &#8220;AI &amp; Next-Gen Healthcare ETF&#8221; that combines genomics-based diagnostics, machine learning-assisted discovery, and healthtech infrastructure could grab the very growth that conventional pharma ETFs are not seeing.
<h2 class="wp-block-heading">The Bottom Line</h2>
Palantir, Tempus AI, and Recursion are not merely healthcare-adjacent technology companies. They&#8217;re the leading edge of a very lucrative spear — one that already has pieced biotech&#8217;s old armor. And although Big Pharma is still, well, pharma, it&#8217;s the AI-born upstarts who are flexing the future.
The ETF business might need to begin paying attention, because the actual biotech bull cycle may not be occurring in corner offices, but in server racks, sequencing labs, and real-time data dashboards.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/07/46641666/teslas-earnings-flop-trips-up-these-etfs">Tesla&#8217;s Earnings Flop Trips Up These ETFs</a></li>
</ul>

Sector ETFs

Tech

ETFs

ARKG

NVDA

PLTR

RXRX

Palantir, Nvidia & Tempus AI Could Be Pharma ETF Darlings That Don't Make Pills

Imagine you stepped into the dimly lit hospital meeting room to pitch a new cancer‑diagnostic deal. You flick through slides powered by Palantir Technologies Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) Foundry platform, showcasing data transparency and precision that would make <a href="https://www.benzinga.com/general/health-care">legacy pharma pipelines</a> look prehistoric.
Track Palantir&#8217;s stock moves <a href="https://www.benzinga.com/quote/PLTR">here</a>.
Down the hall, Tempus AI Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEM#NASDAQ">TEM</a>) had its own room, where genomics-powered diagnostics promised to cut months off drug development timelines. Across the corridor, Recursion Pharmaceuticals Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RXRX#NASDAQ">RXRX</a>), bolstered by NVIDIA Corp's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) AI horsepower, quietly toiled in labs, churning out molecules faster than traditional researchers.
This isn't science fiction — it's a 2025 investment frontier, and the numbers tell the story.
Read Also: <a href="https://www.benzinga.com/markets/tech/25/07/46612985/palantir-won-pentagon-next-target-fortune-500">Palantir Won Pentagon—Next Target: Fortune 500</a>
Palantir's stock is up nearly 10 % month-to-date and has gone even higher year-to-date, as bullish sentiment surges ahead of its second quarter earnings. 
Tempus AI shares, currently at about $64, have held firm despite a roughly 6 % pullback over the past month, reflecting investor confidence in its diagnostics platform. 
Recursion, trading around $6, has surged nearly 15 % since late June, even while still down roughly 10 % year-to-date, signaling renewed optimism in its AI‑assisted drug discovery pipeline.
Meanwhile, Big Pharma remains stuck in neutral. Pfizer Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) trades around $24.70 and Merck &amp; Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>) at $84.49, both meandering with little buzz from investors. Despite coughing up solid revenue, legacy firms are fighting uphill battles with patent cliffs, rising price scrutiny and slowing innovation cycles.
In contrast, these AI-native players are redefining the narrative: Palantir sells the data architecture hospitals didn't know they needed; Tempus packages AI into actionable diagnostics; Recursion blends machine learning and molecular libraries faster than old-school pharma can. Together, they're disrupting drug discovery, trial design, and clinical decision-making — and attracting capital accordingly.
Big Pharma's comeback story may yet unfold — but right now, the buzz is all in AI-lab corridors, not corner offices.
The question for investors: are traditional drugmakers merely behind schedule — or destined to become the dinosaur era in healthcare?
Read Next: 
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<li><a href="https://www.benzinga.com/news/25/07/46358788/cathie-wood-bets-another-1-million-on-tempus-ai-despite-jim-cramers-doubts-dumps-crypto-stocks-as-bitcoin-hits-fresh-new-highs">Cathie Wood Bets Another $1 Million On Tempus AI Despite Jim Cramer&#8217;s Doubts, Dumps Crypto Stocks As Bitcoin Hits Fresh New Highs</a></li>
</ul>
Photo: jittawit21 via Shutterstock

Long Ideas

Health Care

Trading Ideas

How Palantir, Tempus, Nvidia-Backed Recursion Are Disrupting Big Pharma

<ul>
<li>Data indicate that the LP.8.1-adapted COVID-19 vaccine confers improved immune response against currently dominant and emerging sublineages – including the XFG and NB.1.8.1 variants1 – compared to 2024-2025 COVID-19 vaccine formulations</li>
<li>Upon authorization by the European Commission (EC), the LP.8.1-adapted COVID-19 vaccine will be available for individuals 6 months of age and older</li>
<li>To date, over a billion adults and children around the world have received the Pfizer-BioNTech COVID-19 vaccine, which continues to demonstrate a favorable safety and efficacy profile supported by extensive real-world evidence, clinical, non-clinical, pharmacovigilance and manufacturing data</li>
<li>Doses will be ready to ship to applicable EU member states immediately upon authorization by the European Commission</li>
</ul>

Pfizer And BioNTech Gain CHMP Backing For LP.8.1 COVID-19 Vaccine Offering Enhanced Protection Against Evolving SARS-CoV-2 Sublineages

Investor sentiment around several major stocks got a boost this week thanks to upbeat commentary from Jim Cramer <a href="https://www.benzinga.com/topic/jim-cramer">and fresh analyst support</a>.
On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round</a>,&#8221; Cramer praised both Lowe&#8217;s Companies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LOW#NYSE">LOW</a>) and CrowdStrike Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>).
&#8220;Marvin Ellison [CEO of Lowe&#8217;s] is hitting the ball,&#8221; Cramer added <a href="https://www.benzinga.com/quote/LOW/analyst-ratings">with a buy recommendation</a>. &#8220;He's doing his best.&#8221;
Supporting his view, Guggenheim analyst Steven Forbes, on July 22, reiterated Lowe&#8217;s Companies with a Buy and maintained a $300 price target.
When asked about CrowdStrike, he said, &#8220;Take out your cost basis, and then you're going to let the rest run. And I'll see you at $1000.&#8221;
Macquarie analyst Steve Koenig, on July 17, initiated coverage on CrowdStrike with a Neutral rating and announced a price target of $465.
&#8220;We're still on the verge of finding out what this Seagen acquisition does,&#8221; Cramer said when asked about Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>). &#8220;Let's give Dr. Bourla [CEO of Pfizer] two more quarters.&#8221;
As per the recent news, Bristol Myers Squibb Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) and Pfizer alliance, on July 17, announced a new direct-to-patient option for purchasing Eliquis (apixaban) via the alliance's patient resource, Eliquis 360 Support, on Thursday. Eliquis is a blood-thinning medication that reduces blood clotting and prevents strokes.
Price Action:
<ul class="wp-block-list">
<li>Pfizer shares gained 0.9% to settle at $25.36 on Wednesday.</li>
<li>CrowdStrike shares fell 2.1% to close at $461.52.</li>
<li>Lowe's shares gained 1.3% to settle at $228.61 on Wednesday.</li>
</ul>
Read Next:<a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46570034/jim-cramer-likes-stocks-yield-not-fundamentals"> </a>
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46570034/jim-cramer-likes-stocks-yield-not-fundamentals">Jim Cramer Loves &#8216;That Yield&#8217; But Passes On This Stock: &#8216;Fundamentals Are Hurting&#8217;</a></li>
</ul>
Image: Shutterstock

Media

CRWD

Jim Cramer Praises Lowe's CEO, As For CrowdStrike: 'I'll See You At $1000'

A new study published on 29 June 2025 in international peer-reviewed medical journal Expert Opinion on Drug Safety by Frey et al. (the Frey study) has found that use of depot medroxyprogesterone acetate (DMPA), which is manufactured by Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) and sold under the brand name Depo-Provera among others, for over one year is associated with a 3.5-fold increased risk of developing an intracranial meningioma, a type of brain tumour, compared to the use of the combined birth control pill Ethinylestradiol/levonorgestrel (EE-LNG). The study used a database of 114 million unique individuals in its research. Expert Opinion on Drug Safety is an international subscription-based medical journal published by Informa4 publishing rigorously peer-reviewed articles on all aspects of drug safety.
A Multi-District Litigation (MDL No. 3140) is being brought on behalf of women in the USA who developed meningiomas after receiving at least 4 consecutive injections of Pfizer's Depo-Provera (DMPA). One of the law firms appointed to the Plaintiff's Executive Committee responsible for overseeing the MDL is Levin Papantonio. Virginia Buchanan, Partner at Levin Papantonio, is the court-appointed co-chair of the Plaintiffs' Executive Committee and member of the Trial Committee and Chris Paulos, Partner at Levin Papantonio, is the court-appointed liaison counsel for Plaintiffs.
The <a href="https://www.globenewswire.com/Tracker?data=IhZ8RZ63NaKi5_CniX5jCvacSkp2_Ifxf01jj2QO-7AFlG3JXpOsfskETxN_dHJU5rMD6OxMflwqOT67FLjh7JYf4iVBO_dGyheXjsOnang=">lawsuits</a> allege that Pfizer was aware of the link between these birth control injections and brain tumours and that they failed to adequately warn of the risk and promote safer alternatives. Pfizer has acknowledged its awareness of the risks linked to long-term use of the drug and added warning labels in Canada in 2015, and in the UK and Europe in October 2024 following the Roland study published in the British Medical Journal. On 25 February 2025, Pfizer issued a note to healthcare professionals in South Africa warning that DMPA can cause meningiomas and should not be used by patients with a history of the condition. However, Pfizer has never provided an equivalent warning to women in the United States, highlighting inconsistent global safety standards.
Law firms are also investigating potential class actions in other jurisdictions, including in Europe, Australia, South Africa and Canada.

Legal

Pfizer Faces US Lawsuits After Study Links Depo-Provera Birth Control to Higher Risk of Brain Tumors

<a href="https://www.cnbc.com/2025/07/23/healthy-returns-researchers-move-closer-to-a-universal-cancer-vaccine.html" title="https://www.cnbc.com/2025/07/23/healthy-returns-researchers-move-closer-to-a-universal-cancer-vaccine.html">https://www.cnbc.com/2025/07/23/healthy-returns-researchers-move-closer-to-a-universal-cancer-vaccine.html</a>

NVAX

'Researchers Move Closer To A Universal Cancer Vaccine' - CNBC

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a<a href="https://www.benzinga.com/yield-investments"> high dividend payout</a>.
Benzinga readers can review the latest analyst takes on their favorite stocks by visiting <a href="https://www.benzinga.com/analyst-stock-ratings">Analyst Stock Ratings</a> page. Traders can sort through Benzinga's extensive database of analyst ratings, including <a href="https://www.benzinga.com/analyst-ratings/analyst-color/22/09/28888638/exclusive-study-finds-benzinga-analyst-ratings-data-yields-market-beating-strategie">by analyst accuracy</a>.
Below are the ratings of the most accurate analysts for three high-yielding stocks in the health care sector.
<h3 class="wp-block-heading">Pfizer Inc. &nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 7.03%</li>
<li>Guggenheim analyst Vamil Divan reiterated a Buy rating on March 18, 2025. This analyst has an accuracy rate of 75%.</li>
<li>Citigroup analyst Andrew Baum maintained a Neutral rating and slashed the price target from $30 to $29 on Jan. 28, 2025. This analyst has an accuracy rate of 69%.</li>
<li>Recent News: The Bristol Myers Squibb Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) and Pfizer alliance announced a new direct-to-patient option for purchasing Eliquis (apixaban) via the alliance's patient resource, Eliquis 360 Support, on July 17.</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to latest PFE <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0721">news</a>. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0721"><img loading="lazy" decoding="async" width="907" height="825" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074324/image-272.png" alt="" class="wp-image-993503" style="width:605px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074324/image-272.png 907w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074324/image-272-300x273.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074324/image-272-768x699.png 768w" sizes="(max-width: 907px) 100vw, 907px" /></a></figure>
<h3 class="wp-block-heading">CVS Health Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVS#NYSE">CVS</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 4.29%</li>
<li>Truist Securities analyst David Macdonald maintained a Buy rating and raised the price target from $82 to $84 on May 12, 2025. This analyst has an accuracy rate of 63%.</li>
<li>UBS analyst Kevin Caliendo maintained a Neutral rating and raised the price target from $67 to $71 on May 2, 2025. This analyst has an accuracy rate of 71%.</li>
<li>Recent News: CVS Health will hold a conference call on Thursday, July 31, to discuss second quarter financial results.</li>
<li>Benzinga Pro's real-time newsfeed alerted to latest CVS <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0721">news </a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0721"><img loading="lazy" decoding="async" width="922" height="838" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074355/image-273.png" alt="" class="wp-image-993506" style="width:572px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074355/image-273.png 922w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074355/image-273-300x273.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074355/image-273-768x698.png 768w" sizes="(max-width: 922px) 100vw, 922px" /></a></figure>
<h3 class="wp-block-heading">AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)</h3>
<ul class="wp-block-list">
<li>Dividend Yield: 3.47%</li>
<li>Citigroup analyst Geoff Meacham downgraded the stock from Buy to Neutral and cut the price target from $210 to $205 on May 14, 2025. This analyst has an accuracy rate of 63%.</li>
<li>Guggenheim analyst Vamil Divan maintained a Buy rating and increased the price target from $214 to $216 on April 29, 2025. This analyst has an accuracy rate of 75%.</li>
<li>Recent News: GI Therapeutics SA, a wholly owned subsidiary of New York-based Ichnos Glenmark Innovation Inc., and AbbVie, on July 10, announced an exclusive licensing agreement for IGI's lead investigational asset, ISB 2001, developed using IGI's proprietary BEAT protein platform, for oncology and autoimmune diseases.</li>
<li>Benzinga Pro&#8217;s real-time newsfeed alerted to latest ABBV <a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0721">news </a></li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0721"><img loading="lazy" decoding="async" width="910" height="828" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074437/image-274.png" alt="" class="wp-image-993508" style="width:576px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074437/image-274.png 910w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074437/image-274-300x273.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/21074437/image-274-768x699.png 768w" sizes="(max-width: 910px) 100vw, 910px" /></a></figure>
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<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46491269/top-2-energy-stocks-that-may-fall-off-a-cliff-this-quarter-2">Top 2 Energy Stocks That May Fall Off A Cliff This Quarter</a></li>
</ul>
Photo via Shutterstock

Price Target

Pre-Market Outlook

Analyst Ratings

Wall Street's Most Accurate Analysts Spotlight On 3 Health Care Stocks Delivering High-Dividend Yields

The Bristol Myers Squibb Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) and Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) alliance announced a new direct-to-patient option for purchasing Eliquis (apixaban) via the alliance&#8217;s patient resource, Eliquis 360 <a href="https://www.benzinga.com/general/health-care">Support, on Thursday.</a>
Eliquis is a blood-thinning medication that reduces blood clotting and prevents strokes.
In May 2024, Pfizer said it is&nbsp;<a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/38595739/pfizer-prospects-garner-mixed-sentiment-from-analysts-finally-the-pivot-investors-h" rel="noreferrer noopener">looking to build</a> on the success of its&nbsp;COVID-19&nbsp;vaccine rollout by introducing a direct-to-consumer medicines platform under the brand "Pfizer for All."&nbsp;
In August 2024, Pfizer introduced&nbsp;the PfizerForAll&nbsp;<a target="_blank" href="https://www.benzinga.com/insights/options/25/03/44202700/pfizers-options-a-look-at-what-the-big-money-is-thinking" rel="noreferrer noopener">digital platform in collaboration</a> with UpScriptHealth, Alto Pharmacy, and Instacart.
The move, as reflected in a recent trademark application, aims to provide medical information, mail-order pharmacy services, and telehealth <a href="https://www.benzinga.com/top-stories/24/05/38798101/pfizer-follows-eli-lillys-footsteps-to-sell-medicines-directly-to-patients" target="_blank" rel="noreferrer noopener">services to US patients</a>.
The offering provides an opportunity for uninsured, underinsured, or self-pay patients to lower their <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46462973/bristol-myers-squibb-and-pfizer-announce-direct-to-patient-eliquis-apixaban-option" rel="noreferrer noopener">out-of-pocket costs</a>.
Beginning Sept. 8, eligible U.S. patients with an Eliquis prescription may purchase the medicine directly through Eliquis 360 Support. They will pay a discounted rate of more than 40% less than the current list price.
The program will provide direct shipping to patients across all 50 states and Puerto Rico, offering an additional, simplified option for accessing Eliquis and full transparency into the associated costs.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/07/46400278/is-bristol-myers-squibb-still-an-undervalued-biopharma-play" rel="noreferrer noopener">Is Bristol-Myers Squibb Still An Undervalued Biopharma Play?</a>
With more than 15 million Americans having been prescribed Eliquis since its launch, the medicine has resulted in an estimated $3 billion in total healthcare cost savings and avoidance, including hospitalization and extended rehabilitation needs, for every 100,000 patients treated.
The Wall Street Journal was the first to <a target="_blank" href="http://www.wsj.com/health/pharma/bristol-myers-and-pfizer-to-offer-blockbuster-blood-thinner-at-discount-3c0513ef" rel="noreferrer noopener">report</a> the update.
The report, citing a source, stated that the Bristol-Pfizer partnership opted to launch direct sales of Eliquis following discussions with the Trump administration about making the drug more affordable.
Eliquis, which normally costs $606 for a 30-day supply, will now be sold directly to patients for a reduced cash price of $346 per month.
In the past, drugmakers didn't sell their medicines straight to consumers. Instead, they used middlemen called wholesalers to distribute the drugs and depended on insurance companies to cover most of the costs.
In January 2024, drugmaker Eli Lilly And Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) became the first to launch a new website allowing patients to get a prescription for weight loss <a href="https://www.benzinga.com/general/biotech/24/01/36495250/eli-lilly-launches-website-to-help-patients-with-home-delivery-options-for-weight-loss-medicines" target="_blank" rel="noreferrer noopener">through a telehealth provider</a>.
LillyDirect&nbsp;offers disease management resources, including access to independent healthcare providers, tailored support, and direct home delivery of select Lilly medicines through third-party pharmacy dispensing services.
In March 2025, in a letter addressed to UpScriptHealth CEO Peter Ax, senators expressed concern about the financial relationship between Pfizer and UpScriptHealth, given its potential implications for the federal <a target="_blank" href="https://www.benzinga.com/general/biotech/25/03/44311862/pfizers-direct-to-consumer-model-faces-scrutiny-from-us-senators" rel="noreferrer noopener">Anti-Kickback Statute (AKS)</a>.
The letter states that the PfizerForAll program, funded by the drugmaker, appears to be designed to direct patients toward specific drugs, which could lead to unnecessary prescriptions and higher costs for federal healthcare programs.
The letter notes that pharmaceutical companies, including Pfizer, spend approximately $6 billion annually on Direct-to-consumer (DTC) advertising.
Price Action: PFE stock is down 0.08% at $24.59, and BMY stock is up 1.51% at $47.88 at the last check on Thursday.
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</ul>
Photo: Shutterstock

Large Cap

Bristol‑Myers Squibb, Pfizer Set To Launch Direct‑To‑Patient Eliquis At 40% Off

Eliquis 360 Support Program Now Offers Eliquis to Cash-Paying Patients at More than 40% Discount to Current List Price
The Bristol Myers Squibb-Pfizer (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) – (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) Alliance today announced a new direct-to-patient option for purchasing Eliquis&#xAE;(apixaban) via our Alliance's patient resource <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.eliquis.bmscustomerconnect.com%2Fsupport&amp;esheet=54291954&amp;newsitemid=20250717718933&amp;lan=en-US&amp;anchor=Eliquis+360+Support&amp;index=1&amp;md5=85171b9ae54f9ac290bb5d3cbcc6e3ef">Eliquis 360 Support</a>. The offering provides an opportunity for uninsured, underinsured, or self-pay patients to significantly lower their out-of-pocket costs for this critical medicine. Eliquis is relied upon by millions of Americans daily and this program will provide a simple and transparent way to access it.

Bristol Myers Squibb-Pfizer Alliance Announce New Direct-To-Patient Option For Purchasing Eliquis Via Alliance's Patient Resource Eliquis 360 Support

The Wall Street Journal Reported Bristol-Myers Squibb and Pfizer to Launch Direct-to-Consumer Sales of Eliquis

<a href="https://asia.nikkei.com/Business/Pharmaceuticals/Japan-discards-2.5m-doses-of-expired-COVID-drugs-from-Pfizer-Merck">https://asia.nikkei.com/Business/Pharmaceuticals/Japan-discards-2.5m-doses-of-expired-COVID-drugs-from-Pfizer-Merck</a>

'Japan discards 2.5m doses of expired COVID drugs from Pfizer, Merck'- Nikkei Asia

Bank of America (BofA) Securities updated the earnings model for Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>). The company&nbsp;will announce second-quarter 2025 <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b46095809/pfizer-invites-public-to-view-and-listen-to-webcast-of-august-5-conference-call-with-analysts" rel="noreferrer noopener">earnings on August 5</a>.
According to data from <a target="_blank" href="https://www.benzinga.com/pro/feature/newsfeed" rel="noreferrer noopener">Benzinga Pro</a>, analysts estimate adjusted earnings of 57 cents per share on sales of $13.41 billion.
In the second quarter, total revenue decreased by less than 1%, and earnings per share remained unchanged.
Analysts also expect revenue and EPS to stay within 1% of previous forecasts. Revenue will likely decline by a low single-digit percentage in the latter part of the 2020s, they say. This is mainly due to Vyndaqel and Ibrance&#8217;s earlier-than-expected loss of exclusivity.
Read Next: <a href="https://www.benzinga.com/news/legal/25/07/46364944/pfizer-sanofi-find-relief-as-delaware-top-court-rejects-zantac-expert-testimony" target="_blank" rel="noreferrer noopener">Pfizer, Sanofi Find Relief As Delaware Top Court Rejects Zantac Expert Testimony</a>
EPS is also expected to shift up or down by a low single-digit percentage, depending on the year.
BofA maintains the <a target="_blank" href="https://www.benzinga.com/quote/PFE/analyst-ratings" rel="noreferrer noopener">price forecast of $27</a> with a Neutral rating using a 9x P/E multiple on updated 2025 EPS.
Pfizer&#8217;s stock is trading at a price-to-earnings ratio of about 8–9 times its expected 2025 earnings. That&#8217;s lower than the peer average of around 12 times, excluding Eli Lilly &amp; Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>).
It also offers a high dividend yield of around 7%, which may help prevent the share price from falling further. However, the long-term outlook is less certain due to upcoming patent expirations and increased competition, which could result in slower-than-average growth.
Pfizer expects its 2025 sales to decline by about $1 billion due to changes under the Inflation Reduction Act (IRA) Part D reform. The company anticipates a $500 million increase in revenue from more patients using its drugs, thanks to lower out-of-pocket costs. However, this is offset by a $1.5 billion loss due to increased costs in the catastrophic phase of Medicare Part D.
Cheaper options (i.e. Eliquis) may benefit from certain reforms more than expensive drugs because the coverage gap is being removed.
In the first quarter of 2025, Pfizer says it already felt a negative impact of around $650 million compared to the same period in 2024, due to higher discount requirements for drugmakers.
Price Action: PFE stock is down 0.64% at $25.49 at the last check on Monday.
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</ul>
Image: Shutterstock

Analyst Color

Earnings

Guidance

Pfizer Faces $1 Billion IRA Reform Hit As Analysts Expect Flat 2025 Outlook

Bristol-Myers Squibb &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) is gearing up to announce its <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b45900314/bristol-myers-squibb-to-report-results-for-second-quarter-2025-on-july-31-2025" rel="noreferrer noopener">second-quarter 2025</a> earnings on July 31, with expectations for adjusted earnings of $1.585 per share on sales of $11.31 billion, according to data from <a target="_blank" href="https://www.benzinga.com/pro/feature/newsfeed" rel="noreferrer noopener">Benzinga Pro</a>.
While revenue and underlying earnings per share estimates for the current quarter and full-year 2025 have seen slight downward revisions, the U.S. pharma giant anticipates a low-single-digit percentage increase in total revenue for the later 2020s, primarily driven by updated assumptions for its cancer drug Yervoy.
The upcoming earnings call is expected to shed light on the performance of key products, future milestones, and the impact of U.S. drug pricing policies on the broader industry.
Read Next: <a target="_blank" href="https://www.benzinga.com/news/legal/25/06/46098969/bristol-myers-faces-scrutiny-for-allegedly-rigging-market-on-2b-cancer-drug" rel="noreferrer noopener">Bristol Myers Faces Scrutiny For Allegedly Rigging Market On $2 Billion Cancer Drug</a>
Bank of America Securities (BofA) updated the company&#8217;s earnings model. For the second quarter, BofA&#8217;s total revenue estimates and EPS decline by more than 1%, with no significant changes; for 2025, there are no major changes, revenue and underlying earnings per share decrease by more than 1%.
For the later 2020s, total revenue estimates increase by a low-single-digit percentage, primarily related to updated loss-of-exclusivity assumptions for Yervoy. BofA maintains a Neutral rating <a target="_blank" href="https://www.benzinga.com/quote/BMY/analyst-ratings" rel="noreferrer noopener">and a price forecast of $56</a>, using an 8x P/E multiple on updated 2025E EPS.
Analyst Tim Anderson notes that while Bristol-Myers Squibb has described the Inflation Reduction Act&#8217;s (IRA) Medicare Part D reform as &#8220;potentially net neutral across the portfolio,&#8221; certain products like Pomalyst, Revlimid, Camzyos, and Orencia (subcutaneous) are expected to have greater headwinds.
As the upcoming earnings call approaches, investors and analysts will be keenly focused on a few critical areas that will shape Bristol Myers Squibb&#8217;s narrative.
A significant portion of the discussion is anticipated to revolve around the evolving landscape of U.S. drug pricing policies. The specter of initiatives like the &#8216;most favored nation&#8217; rule, alongside the potential imposition of pharma-specific tariffs under Section 232, casts a long shadow over the entire pharmaceutical industry, and Bristol Myers Squibb is certainly not immune to these systemic pressures.
Beyond these broader industry concerns, the call will undoubtedly provide crucial updates on the commercial performance and future potential of key products within the company&#8217;s portfolio, including Cobenfy, Camzyos, Reblozyl, and Breyanzi.
Their trajectory in the market will be a strong indicator of the company&#8217;s immediate revenue streams. Additionally, stakeholders will be eager to hear about upcoming milestones slated for 2025, which could provide insights into future product launches, regulatory decisions, or significant clinical trial readouts.
While the company navigates these operational and policy challenges, its valuation remains a talking point among analysts. As analyst Anderson points out, Bristol Myers Squibb &#8220;remains one of the cheaper companies in large-cap biopharma,&#8221; but it&#8217;s no longer unusually cheap. Its price-to-earnings ratio of 7 to 8 times expected 2025 earnings is now similar to peers like Pfizer Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>), GSK Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>), Biogen Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIIB#NASDAQ">BIIB</a>), and Merck &amp; Co. Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>).
Despite this current valuation, the road ahead appears challenging. The company is bracing for several tough years, with an anticipated decline in earnings primarily driven by the relentless pressure from generic competition.
This looming threat to its established revenue streams means that achieving meaningful medium-term growth will be a significant hurdle for Bristol Myers Squibb to overcome.
Price Action: BMY stock is trading higher by 1.52% to $47.57 at last check Monday.
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Photo via Shutterstock

Reiteration

BIIB

Is Bristol-Myers Squibb Still An Undervalued Biopharma Play?

<ul>
<li>&nbsp;Multiple real-world studies show consistent high effectiveness of Vocabria + Rekambys (cabotegravir + rilpivirine LA (CAB+RPV LA)) across a broad range of populations</li>
<li>Implementation science data for Apretude (cabotegravir long-acting (CAB LA) for PrEP) demonstrate 95% of participants were happy they switched from oral PrEP to CAB LA</li>
</ul>
ViiV Healthcare, the global specialist HIV company majority owned by GSK, with Pfizer and Shionogi as shareholders, today announced data from the phase IIIb VOLITION study demonstrating that 89% (n=129/145) of eligible treatment-naïve people living with HIV opted to switch to long-acting injectable Vocabria + Rekambys (branded as Cabenuva in the US Canada and Australia) following rapid viral suppression with daily Dovato (dolutegravir/lamivudine (DTG/3TC)). Additional real-world data from other studies reinforce CAB+RPV LA's effectiveness across a broad range of populations.

ViiV Reports Real-World Data For Long-Acting HIV Regimens: 89% Of Treatment-Naïve Patients Opt For Vocabria + Rekambys After Rapid Suppression; 95% Prefer Apretude Over Oral PrEP

<ul>
<li>Agreement allows manufacturers to develop, manufacture and supply generic long-acting injectable cabotegravir (CAB LA) for treatment in 133 countries</li>
<li>Builds on the voluntary licence for CAB LA for HIV pre-exposure prophylaxis (PrEP), enabling increased access to innovative long-acting injectables for HIV treatment</li>
</ul>
ViiV Healthcare, the global specialist HIV company majority owned by GSK, with Pfizer and Shionogi as shareholders, today announced an update to their voluntary licensing agreement with the Medicines Patent Pool (MPP) for cabotegravir to include patents relating to its use in a long-acting HIV treatment regimen. The announcement follows updated guidance from WHO recommending long-acting injectable cabotegravir + rilpivirine as an HIV treatment option.
Existing generic licensees for prevention will be able to develop, manufacture and supply generic CAB LA, for use in combination with long-acting rilpivirine, subject to required regulatory approvals being obtained, to help enable access to the long-acting treatment in 133 countries worldwide. This includes all least-developed, low-income, lower middle-income and Sub-Saharan African countries, as well as countries where ViiV does not have patent rights for cabotegravir.

Global

ViiV Expands Licensing Deal With Medicines Patent Pool To Allow Generic Production Of Long-Acting Injectable HIV Treatment Cabotegravir + Rilpivirine In 133 Countries

The Delaware Supreme Court has overturned a lower court&#8217;s decision that allowed expert testimony supporting plaintiffs&#8217; claims in a high-profile case alleging that Zantac, or its generic ranitidine, <a target="_blank" href="https://www.benzinga.com/general/biotech/24/05/38946928/gsk-concealed-risk-associated-with-discontinued-heart-burn-drug-zantac-whistleblower-lawsuit-clai" rel="noreferrer noopener">can cause cancer</a>.
The justices concluded that the trial court applied an incorrect legal standard when it ruled that the reliability of expert opinions should be determined by a jury rather than by the judge.
Initially marketed by a forerunner of&nbsp;GSK plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>), Zantac, once a blockbuster heartburn drug, has been sold at different times by companies, including&nbsp;Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>), Boehringer Ingelheim, Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>), and <a target="_blank" href="https://www.benzinga.com/general/biotech/23/06/32917283/sanofi-stock-is-trading-higher-today-heres-why" rel="noreferrer noopener">several generic drugmakers</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/politics/25/07/46258994/trumps-big-beautiful-bill-hands-5-billion-win-to-big-pharma-report" rel="noreferrer noopener">Trump&#8217;s &#8216;Big, Beautiful Bill&#8217; Hands $5 Billion Win To Big Pharma: Report</a>
The case centers on nearly 75,000 plaintiffs who claim their cancer diagnoses were caused by exposure to ranitidine, the active ingredient in Zantac, which may degrade into the probable human carcinogen NDMA.
Plaintiffs submitted expert reports linking the drug to ten types of cancer, but the defendants challenged the validity of those reports, questioning the scientific methods used.
The Superior Court <a target="_blank" href="https://courts.delaware.gov/Opinions/Download.aspx?id=382080" rel="noreferrer noopener">denied</a> motions to exclude the expert opinions, citing Delaware&#8217;s &#8220;liberal thrust&#8221; toward admitting expert testimony. It found that any methodological disputes were issues for the jury.
The court also allowed the experts to base their causation claims on studies involving NDMA, rather than requiring a direct link to Zantac itself.
However, the Supreme Court found this reasoning flawed. In its opinion, the court emphasized that Delaware&#8217;s rules on expert evidence align with federal standards, which burden the proponent to prove that testimony is based on sufficient and reliable scientific methods.
The court also faulted the trial judge for improperly framing the central question of general causation. Rather than asking whether Zantac specifically could cause cancer, the lower court allowed experts to rely on data involving NDMA without demonstrating that Zantac exposure levels were comparable to those in the referenced studies.
The Supreme Court ruled that this failed to establish a scientifically valid connection between the product and the alleged harm.
In June, a federal judge ruled that key claims brought by plaintiffs against Patheon Manufacturing Services in the Zantac litigation may move forward, while one claim related to <a href="https://www.benzinga.com/general/biotech/22/12/29989120/relief-to-pfizer-sanofi-as-us-dismisses-several-lawsuits-associated-with-zantac" target="_blank" rel="noreferrer noopener">misrepresentation was dismissed</a>.
In its motion to dismiss, Patheon argued that the plaintiffs&#8217; claims failed on multiple fronts. The company said the plaintiffs did not identify a specific manufacturing defect, asserted that the design defect claim was preempted by federal law, and claimed that negligence was not pled with adequate specificity.
Additionally, Patheon <a href="https://business.cch.com/plsd/InreZantac6-16-25.pdf" target="_blank" rel="noreferrer noopener">contended</a> that no valid misrepresentation claim had been made. However, the court found that plaintiffs had adequately stated distinct claims for manufacturing and design defects.
The judge noted that plaintiffs alleged a flawed manufacturing process that caused ranitidine to form NDMA, a probable carcinogen, or that the manufacturing method contributed to the contamination. The court ruled that, at this stage of litigation, those allegations were sufficient to proceed.
On the negligence claim, the judge concluded that plaintiffs had met the specificity requirements under Rule 9(b), citing detailed allegations that Patheon exposed ranitidine to heat and humidity, leading to its degradation into NDMA.
The court emphasized that the claims were grounded in either violations of federal law or state law duties not solely governed by the FDA, meaning federal preemption did not apply at this stage.
Although the court, in June, agreed with Patheon that the plaintiffs had not asserted a misrepresentation claim, it allowed the remaining claims to proceed.
In May 2024, Pfizer settled 10,000 lawsuits alleging it concealed the cancer risks associated with its Zantac heartburn medication, marking the <a target="_blank" href="https://www.benzinga.com/general/biotech/24/05/38710835/pfizer-agrees-to-settle-over-10-000-lawsuits-about-cancer-risks-associated-with-discontinued-hear" rel="noreferrer noopener">largest resolution in the litigation</a>.&nbsp;
In October 2024, GSK reached agreements with ten plaintiff firms representing approximately 80,000 Zantac product liability&nbsp;cases in the <a target="_blank" href="https://www.benzinga.com/general/biotech/24/10/41295498/gsk-settles-majority-of-zantac-lawsuits-but-pipeline-doubts-remain" rel="noreferrer noopener">U.S. state courts</a>.
Price Action: PFE stock is down 0.43% at $25.67, and SNY stock is down 1.01% at $48.84 during the premarket session at last check Friday.
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Image via Shutterstock

Pfizer, Sanofi Find Relief As Delaware Top Court Rejects Zantac Expert Testimony

While President Donald Trump's proposed 200% tariffs on pharmaceutical imports could potentially squeeze the profit margins, this stock is poised to &#8220;benefit&#8221; from the levies. 
What Happened: Trump announced on Tuesday that the pharma tariffs, part of a Section 232 investigation launched in April, are expected to be detailed by month's end, with a grace period of "about a year, year and a half" before implementation.
Barclays cautioned that a 200% tariff would "inflate production costs, compress profit margins, and risk supply chain disruptions.&#8221; However, the delay offers little relief, <a href="https://www.cnbc.com/2025/07/11/trump-200percent-pharma-tariffs-threaten-to-push-up-drug-prices-hit-margins.html">as</a> CNBC reported, quoting UBS analysts that it's "insufficient time" for firms to relocate manufacturing, typically a four-to-five-year process. 
But despite the potential negative impact on pharma companies, Louis Navellier told <a href="https://www.benzinga.com">Benzinga </a>that Eli Lilly and Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) is &#8220;expected to benefit from tariffs on pharmaceutical imports, since the company has been boosting its domestic manufacturing.&#8221;
Additionally, Thomas Shipp, head of equity research at LPL Financial, told <a href="https://pro.benzinga.com/dashboard">Benzinga</a> that Lilly's attempt to try &#8220;to avoid PBMs,&#8221; exemplified by its direct-to-consumer model, &#8216;LillyDirect&#8217; in partnership with Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), positions it to bypass traditional pharmacy benefit managers, enhancing its resilience against tariff-related disruptions.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46361386/bitcoin-breaches-118k-but-these-btc-mining-firms-are-still-priced-like-its-at-58k-heres-how-these-mining-stocks-could-explode">Bitcoin Breaches $118K, But These BTC Mining Firms Are Still Priced Like It&#8217;s At $58K: Here&#8217;s How These Mining Stocks Could Explode</a>
Why It Matters: Additionally, Lilly's strategic moves, including a $1.3 billion <a href="https://www.benzinga.com/m-a/25/06/45970361/eli-lilly-expands-into-gene-editing-with-verve-therapeutics-acquisition">acquisition of Verve Therapeutics</a>, signal its focus on innovation and U.S.-based growth. 
Ark Research noted that this acquisition validates gene-editing therapies for cardiovascular disease, a market with "trillions of dollars" in potential, as Lilly scales solutions like PCSK9-targeting therapies that reduce LDL-C by up to 69%.
Apart from the effects on the profitability of pharmaceutical companies, according to PhRMA, the tariffs could raise U.S. drug prices by $51 billion annually with just a 25% tariff levy, potentially increasing costs by 12.9%.
Price Action: Eli Lilly stock declined 0.078% in premarket on Friday; it was up 1.62% on a year-to-date basis but down by 15.36% over the last year.
Benzinga Edge Stock Rankings shows that LLY had a weak momentum and value ranking; however, its growth and quality metrics were very strong. The details of all the important indicators are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="163" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge-1024x163.png" alt="" class="wp-image-981662" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge-1024x163.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge-300x48.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge-768x122.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge.png 1039w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
These are some pharma stocks and ETFs that could be impacted as Trump warned on Tuesday that long-awaited industry-wide tariffs would be announced "very soon".
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Pharma Stocks</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>Eli Lilly And Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)</td>
<td>1.62%</td>
<td>-15.36%</td>
</tr>
<tr>
<td>AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)</td>
<td>8.67%</td>
<td>14.77%</td>
</tr>
<tr>
<td>Bristol-Myers Squibb Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)</td>
<td>-14.56%</td>
<td>19.07%</td>
</tr>
<tr>
<td>Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)</td>
<td>-21.73%</td>
<td>-48.18%</td>
</tr>
<tr>
<td>Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)</td>
<td>-3.12%</td>
<td>-10.05%</td>
</tr>
<tr>
<td>Gilead Sciences Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>)</td>
<td>24.66%</td>
<td>63.70%</td>
</tr>
<tr>
<td>Merck &amp; Co Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>-15.28%</td>
<td>-34.85%</td>
</tr>
<tr>
<td>Amgen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td>15.85%</td>
<td>-7.60%</td>
</tr>
<tr>
<td>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>)</td>
<td>9.49%</td>
<td>5.34%</td>
</tr>
</tbody>
</table>
</figure>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Pharma ETFs</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>VanEck Pharmaceutical ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PPH#NASDAQ">PPH</a>)</td>
<td>3.50%</td>
<td>-3.73%</td>
</tr>
<tr>
<td>iShares US Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHE#NYSE">IHE</a>)</td>
<td>3.15%</td>
<td>-0.88%</td>
</tr>
<tr>
<td>Invesco Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PJP#NYSE">PJP</a>)</td>
<td>0.68%</td>
<td>-0.49%</td>
</tr>
<tr>
<td>SPDR S&amp;P Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPH#NYSE">XPH</a>)</td>
<td>-0.16%</td>
<td>2.31%</td>
</tr>
<tr>
<td>KraneShares MSCI All China Health Care Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KURE#NYSE">KURE</a>)</td>
<td>25.74%</td>
<td>30.34%</td>
</tr>
<tr>
<td>First Trust Nasdaq Pharmaceuticals ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXH#NASDAQ">FTXH</a>)</td>
<td>-1.00%</td>
<td>-4.29%</td>
</tr>
<tr>
<td>Direxion Daily Pharmaceutical &amp; Medical (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PILL#NYSE">PILL</a>)</td>
<td>-14.12%</td>
<td>-14.74%</td>
</tr>
</tbody>
</table>
</figure>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shuttertsock

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