Joining me now to discuss is Evan Seagerman. He's the head of healthcare research at Vimo Capital Markets. Evan, thank you so much for being here. If you go back to April, there were major fears around tariffs across the board, but specifically on pharmaceuticals. I think Trump at one point had said 100% tariff on some pharmaceutical products, which really made the sector hard for um generalists to invest in. And now that we're seeing, you know, these deals being made, it's a level of ease. I also think we' ...

Summary of Vaccine Access and Development Panel Discussion Industry Focus - **Industry**: Vaccine Development and Public Health Key Points and Arguments Vaccine Hesitancy and Public Trust - Vaccine hesitancy has increased from approximately 5% to 10% among parents over the last five years, although the majority still choose vaccination for their children [3][4] - Trust in healthcare professionals remains high, with pediatricians being the most trusted source of information for parents [4][5] - Broader societal and political divides contribute to vaccine hesitancy, particularly regarding seasonal vaccinations like COVID-19 [2][4] Value and Access in Vaccination - The value and access functions in the pharmaceutical industry focus on demonstrating the value of vaccines and ensuring patient access [6][7] - Effective communication with healthcare decision-makers is crucial, emphasizing the broader societal benefits of vaccines, such as productivity gains and educational attainment [9][10] - A dollar invested in vaccines can yield a return of $20 to $50, highlighting the economic value of vaccination [10] Barriers to Vaccine Access - Access to vaccines is generally good in the pediatric space, with programs like Vaccines for Children covering 50% of American children [19][20] - However, access to information and healthcare remains a challenge, leading to pockets of under-vaccinated children [20] Global Vaccine Economics - The economics of biopharmaceuticals are complex, with high costs and risks associated with bringing vaccines to market [21][22] - Innovative partnerships and pricing strategies are necessary to maintain incentives for vaccine development while ensuring accessibility [23][24] Importance of Surveillance - Improved global surveillance can enhance equitable vaccine manufacturing and distribution, as seen in the eradication of smallpox [26][29] - Surveillance can help identify outbreaks and inform targeted vaccination efforts [29] Practical Barriers in Clinical Settings - Time constraints during patient visits can hinder discussions about vaccination, impacting implementation [32][33] - Workflow considerations, such as vaccine storage and availability, are critical for successful vaccination programs [33] Future Directions in Vaccine Development - Advances in understanding immune tolerance and regulatory T cells may shape the next generation of vaccines [34][35] - The potential for AI to analyze vast amounts of data could enhance vaccine development and public health messaging [62][63] Anticipatory R&D for Pandemic Preparedness - Investment in disease surveillance and basic science research is essential for anticipating future health threats [42][43] - The development of vaccines that can target multiple pathogens is a promising area for future research [45] Conclusion - The panel emphasized the need for collaboration among stakeholders, effective communication, and innovative strategies to enhance vaccine access and public trust in vaccination efforts [50][68]

November marks National Alzheimer’s Disease Awareness Month in the United States, serving as a crucial reminder of the millions affected by the disease. This observance, established in 1983, has become increasingly relevant as new disease-modifying treatments gain momentum in the marketplace.For investors, this period provides a timely lens to evaluate the healthcare sector, particularly companies that are at the forefront of the fight against Alzheimer's. This focus makes Healthcare exchange-traded funds ( ...

Migraine affects one in six people and is present in nearly every workplace. Still, despite its widespread impact and significant costs, awareness and understanding remain limited. Amid these challenges, many people living with migraine continue to redefine what is possible, showing remarkable resilience and advocacy in both their personal and professional lives. The contest drew entries from across the United States, with winners representing a broad mix of professions and life stages. Despite the challeng ...

The stock futures are trading lower on Thursday, following another incredible day for the Dow Jones Industrials, while the rotation out of the NASDAQ and into technology is still gaining traction. ...

These top dividend payers could enrich a long-term investor's portfolio.Healthcare tends to be a recession-resistant sector because demand for its services is generally inelastic -- people need medical care regardless of what is happening with either the economy or the stock market. This makes healthcare companies potentially more stable during economic ups and downs compared to more cyclical industries.Many established healthcare companies, particularly in the pharmaceuticals and medical device segments, h ...

智通财经APP获悉，美国食品药品监督管理局宣布，任命其顶级癌症药物评审官理查德·帕兹杜尔为药 物评估与研究中心主任，此举推动全球制药公司股价攀升至历史高位。 FDA表示，在确定继任者之前，帕兹杜尔将继续兼任肿瘤卓越中心主任职务。 不过在过去12个月内，SPDR标普生物科技ETF及其同系列制药ETF、VanEck向量制药ETF的整体表现仍 落后于标普500指数。 拥有26年FDA从业经验的帕兹杜尔，曾担任该局肿瘤卓越中心的创始主任。他将接替本月因就奥里尼亚 制药主力药物发表不当言论接受调查后辞职的前主任乔治·蒂德马什。 分析师普遍对此项任命持积极态度。雷蒙德詹姆斯公司分析师克里斯·米金斯指出，帕兹杜尔"对患者和 行业而言都可能是最佳人选"。他补充道："这项任命或许意味着FDA局长马卡里和卫生与公众服务部副 部长肯尼迪在监管策略上将出现重大转变。" 医学专业媒体《Stat News》同样对帕兹杜尔的任职表示欢迎，称其为"患者、制药企业以及所有关注 FDA科学严谨性人士的绝佳消息"。资深撰稿人马修·赫珀强调："这对于正处于动荡期的FDA来说是久 违的好消息，这项任命早就该实施了。" 这项人事任命令制药与生物科技投资 ...

AbbVie Inc (NYSE:ABBV) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.At 10:04 AM EST on November 12, ABBV triggered a Power Inflow signal at a price of $228.47. In the hour leading up to the Power Inflow signal, ABBV's stock price had some slight pullback following the initial price rise that occurred earlier in the day. Following the Power Inflow signal, the price ...

Core Insights - AbbVie's newer immunology drugs, Rinvoq and Skyrizi, are crucial for the company's revenue growth, effectively replacing Humira, which faced generic competition starting in 2023 [1][8] - In Q3 2025, Rinvoq and Skyrizi together accounted for over 40% of AbbVie's total revenues, highlighting their importance in sustaining growth [1][8] Revenue Performance - Skyrizi sales increased by 46% year over year to $4.71 billion, while Rinvoq sales rose by 34% to $2.18 billion, driven by strong demand in the inflammatory bowel disease (IBD) market [2][8] - AbbVie raised its sales guidance for Skyrizi by $200 million to $17.3 billion, expecting combined sales of Skyrizi and Rinvoq to exceed $25 billion this year [3][8] Market Dynamics - The immunology market is experiencing strong growth, with AbbVie gaining market share in conditions like ulcerative colitis (UC) and Crohn's disease (CD), where the two drugs command significant market shares [2][4] - AbbVie plans to file for new indications for Rinvoq, which could add approximately $2 billion to its peak-year sales [4] Competitive Landscape - AbbVie faces competition from Johnson & Johnson, which markets Stelara and Tremfya, and Eli Lilly, which recently received FDA approval for Omvoh, expanding its immunology portfolio [5][6] Valuation and Stock Performance - AbbVie's shares have outperformed the industry year to date, trading at a P/E ratio of 16.19, slightly above the industry average of 15.84 [7][10] - Recent bottom-line estimate movements for 2025 and 2026 have shown a decline over the past month [12]

AbbVie (ABBV) is terminating a decade-long R&D collaboration with Calico Life Sciences, a company founded by Alphabet (GOOG) (GOOGL) to focus on age-related conditions, according to a report from Stat News on Wednesday. Citing internal emails sent on Tuesday, the publication ...