As highlighted by Kurt S. Altrichter, Big Pharma is heading toward a $440 billion patent cliff. And this is bullish
Many of the industry’s biggest cash-generating drugs will lose exclusivity this decade. Novo Nordisk could see 77% of its 2025 sales exposed by 2033, while Keytruda—a $32 billion blockbuster—is set to lose patent protection before 2030. Once generics and biosimilars enter the market, revenues can collapse within just a few years. The industry’s response? Buy growth. Pharmaceutical companies announced $114 billion of deals last quarter—the highest level since 2019. That wave of M&A is driving capital into biotech, helping the sector gain more than 30% this year. With $440 billion of revenue potentially at risk, Big Pharma’s race to replenish its pipeline is creating a powerful bid for takeover targets across the biotech sector. Source: Kurt S. Altrichter, CRPS®
🔴 Warren Buffett's Berkshire Hathaway takes a $1.6 Billion position in UnitedHealth $UNH
Source: CNBC
$HIMS spectacular revenue growth
Hims & Hers Health is a company that offers online consultations and treatments for sexual performance, hair regrowth, skin care, weight loss, and mental health. Learn how Hims connects you with licensed providers, delivers innovative products, and provides 24/7 support. Market Cap is $12.3 billion. Source: Investing visuals NB: This is NOT an investment recommendation
$MRNA Moderna falls to its lowest closing price since the onset of Covid
Shares down more than 95% since the 2021 all-time high - absolute collapse Source: Barchart
The ratio of the US Health Care sector to the S&P 500 is at its lowest level since January 2001.
The Health Care Sector is down 9% over the past year while the S&P 500 is up 14%. $XLV $SPY Source: Charlie Bilello
A shocking chart
Source: Willem Middelkoop @wmiddelkoop on X
RFK JR. TO BE TAPPED TO “MAKE AMERICA HEALTHY AGAIN” AS HHS SECRETARY
President-elect Donald Trump will nominate Robert F. Kennedy Jr. as secretary of the Health and Human Services Department. RFK Jr., who is a vaccine skeptic and conspiracy theorist, is the son of the late Sen. Robert F. Kennedy, and the nephew of former President John Kennedy. Kennedy, a long time advocate for medical freedom and health, is set to join the administration with a commitment to “shake up” the health system and prioritize Americans’ well-being. Trump’s selection of Kennedy came a day after the Republican president-elect tapped Florida Rep. Matt Gaetz as attorney general.
Moderna is getting absolutely smacked (-7%) on the news that Trump is nominated RFK Jr to lead HSS $MRNA
Source: Bloomberg
