Healthy Returns: Medicaid cuts in Trump’s megabill may affect some drugmakers more than others

Healthy Returns: Medicaid cuts in Trump’s megabill may affect some drugmakers more than others

U.S. President Donald Trump presents a sweeping spending and tax legislation, known as the “One Big Beautiful Bill Act,” after he signed it, at the White House in Washington, D.C., U.S., July 4, 2025. Leah Millis | Reuters A version of this article first appeared in CNBC’s Healthy Returns newsletter, which brings the latest health-care … Read more

FDA approves Gilead’s twice-yearly HIV prevention injection, offering a powerful and convenient new option

FDA approves Gilead’s twice-yearly HIV prevention injection, offering a powerful and convenient new option

The Food and Drug Administration on Wednesday approved Gilead’s twice-yearly antiviral injection for preventing HIV – a milestone that the company and some experts say could help bring the world closer to ending the decades-long epidemic caused by the virus.  But the launch of the injectable drug, which will be marketed under the name Yeztugo, … Read more

Targeted cancer drugs may replace chemo for some patients — and drugmakers say they’re getting closer

Targeted cancer drugs may replace chemo for some patients — and drugmakers say they’re getting closer

Antibody drug conjugates (ADCs) are targeted medicines that deliver chemotherapy agents to cancer cells 3d rendering Love Employee | Istock | Getty Images Chemotherapy has long been a cornerstone of cancer treatment, saving millions of lives. But the pharmaceutical industry says a popular class of targeted cancer therapies could one day replace chemotherapy and its … Read more

JPMorgan’s top biotech and pharma picks for the second half

JPMorgan’s top biotech and pharma picks for the second half

Biopharmaceutical stocks’ underperformance versus the broader market for a third-straight year is an opportunity for investors, according to JPMorgan. Analyst Chris Schott said in the firm’s June outlook for biopharma that the sector’s poor performance can be traced back to concerns over President Donald Trump’s tariffs and his ” most favored nation ” executive order. … Read more

Healthy Returns: AstraZeneca, Pfizer, Gilead and other drugmakers release promising cancer drug data at ASCO

Healthy Returns: AstraZeneca, Pfizer, Gilead and other drugmakers release promising cancer drug data at ASCO

Attendees walk through the lobby at the American Society of Clinical Oncology annual meeting in Chicago. Tim Boyle | Bloomberg | Getty Images A version of this article first appeared in CNBC’s Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions. I’m back in New … Read more

Trump wants to slash U.S. drug prices with ‘most favored nation’ policy – here’s what to know 

Trump wants to slash U.S. drug prices with ‘most favored nation’ policy – here’s what to know 

President Donald Trump, joined by National Institutes of Health (NIH) Director Jay Bhattacharya, speaks during a press conference in the Roosevelt Room of the White House on May 12, 2025, in Washington, DC. Andrew Harnik | Getty Images News | Getty Images President Donald Trump on Monday moved forward with a plan to lower U.S. … Read more

Trump’s tariffs are a new challenge for Big Pharma. Here are the best positioned stocks

Trump’s tariffs are a new challenge for Big Pharma. Here are the best positioned stocks

Long-standing trade agreements have largely sheltered the pharmaceutical industry from tariffs but President Donald Trump’s goal of bringing manufacturing back to the United States has put the industry in the administration’s crosshairs. Trump first floated the idea of imposing tariffs of as much as 25% on imported pharmaceuticals in mid-February. Since then, he has repeated … Read more