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Research Alert: CFRA Lowers Opinion On Health Care To Underweight From Marketweight
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Research Alert: CFRA Lowers Opinion On Health Care To Underweight From Marketweight
Jun 13, 2025 10:13 AM

12:50 PM EDT, 06/13/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We continue to see elevated policy uncertainties ahead in health care with the on-going Section 232 investigation to assess the impact of pharmaceuticals and API imports on national security. The Most Favored Nation Executive Order announced in May 12 aims at lowering prescription drug prices in the U.S. Within this framework, the U.S. Department of Health and Human Services (HHS) set price targets, which means that manufacturers of brand drugs without a generic and biosimilar competition will need to set their prices in accordance with the lowest price of a set of economic peer countries. We also see elevated policy uncertainties in the Life Science Tools and Services sub-industry around tariffs amid a complex funding environment. We think global uncertainties continue to weigh on demand with the ongoing cautiousness from U.S. academia and government, which may result in further project cancellations and delays.

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