---
title: The move of the week!
description: "Pharma stocks just had one of their strongest days in years, with large-cap names surging 9% after months of being stuck under political pressure. \nThe move came from a wave of policy and industry news that reshaped how investors viewed the sector almost overnight.\n\nHere are the 3 catalysts: \n1/ Trump’s announced a 100% tariff on imported branded and patented drugs. At first, markets braced for the worst. But as details came out, it became clear that the biggest U.S. players like Pfizer, Merck, Lilly, and J&J were largely shielded thanks to their heavy domestic production. Instead of being hurt, they were in position to benefit.\n\n2/ Pfizer then cut a high-profile deal with the administration to lower Medicaid prices in exchange for tariff relief. That eased regulatory fears and sent a strong signal that other companies could strike similar deals, giving the market confidence that the sector had a workable path forward.\n\n3/ The White House rolled out TrumpRx, a direct-to-consumer pharmacy platform designed to cut out middlemen and bring more predictability to drug pricing. Investors loved the idea of a simpler, more transparent system that reduces uncertainty around future profits.\n\nThis trade goes into the \"value with a catalyst\" bucket...\n\nSource: Stockmarket.news, zerohedge"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [The move of the week!](https://blog.syzgroup.com/syz-the-moment/the-move-of-the-week)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Oct 2, 2025, 2:19:49 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/the-move-of-the-week)

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