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

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

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

Bluebird Bio gene therapy sells itself to Carlyle and SK Capital

Bluebird Bio gene therapy sells itself to Carlyle and SK Capital

Sopa Images | Lightrocket | Getty Images Bluebird Bio will sell itself to private equity firms Carlyle and SK Capital for about $30 million, the company said Friday, marking the end of the Bluebird’s fall from the one of the buzziest biotech firms to one that was on the cusp of running out of money. … Read more

Sickle cell gene therapies push health plans toward new payment models

Sickle cell gene therapies push health plans toward new payment models

Starting in his early teens, Deshawn “DJ” Chow wasn’t sure he’d ever be able to live a normal life. Crushing pain episodes brought on by his sickle cell disease were getting progressively worse.    “It’s just been hard skipping school and always being in and out of the hospital,” the 19-year-old said. “And just severe … Read more