On December 24, Jared Holz of Mizuho joined ‘Power Lunch’ on CNBC to talk about how to play biotech moving into 2026. Holz noted that healthcare has become the top-performing sector over the last 3 months as investors rotate away from high-valuation tech and AI stocks. Despite this recent run, he argued that the sector has room to continue its upward trajectory, pointing out that it was a multi-year laggard, trailing the S&P 500 by 20% in 2023 and roughly 5% in 2024. He described the current rotation as a c ...

Welcome back. Healthcare is the best performing sector over the last three months as investors rotate out of high-flying tech and AI names in favor of better valuations. Our next guest is here with his outlook for the sector and his best ideas for 2026.Jared Holtz is a healthcare strategist at Missouo. Jared, before we get to the what I think is the most interesting part of this, let's do the broad uh overview. Had a nice run.Yep. >> Is it over or does it continue to 2026 for the sector. >> I think it'll co ...

Shot in the dark here but does anyone know someone who works at Merck/MSD? Need access to a life saving drug that’s currently exorbitantly priced. ...

I'm thrilled to be joined by the leaders of nine of the world's largest pharmaceutical. Manufacturers, all very big names. Celebrities in their own right agreed to offer many of their flagship drugs, really all of their flagship drugs at heavily discounted most favored nations prices.In other words, whatever the drug sales were over the world, in the world, whatever the lowest number is, if it's Germany, if it's in the U.K., anywhere, we will match that price. ...

Trump announces "Most Favored Nation" deals with nine drug companies, aiming to lower prices for US patients https://t.co/D9ylHIfi70 ...

Trump announces "Most Favored Nation" deals with nine drug companies, aiming to lower prices for US patients https://t.co/GvV1W9AhlL ...

Economic Outlook - Howard Lutnick suggests that a change in leadership at the Federal Reserve could lead to lower interest rates, impacting various financial markets including lending and investment strategies [2][7] - Anticipation of significant drug pricing announcements before year-end indicates ongoing scrutiny in the pharmaceutical sector, potentially affecting companies like Pfizer and Johnson & Johnson [3][7] Energy Market - Brent Crude futures closed at $59.82 per barrel, reflecting a gain of 14 cents or 0.23 percent, which may influence global economic activity and inflationary pressures across multiple industries [4][7]

The White House is set to announce drug pricing deals with pharmaceutical heavyweights Novartis and Roche, further easing trade tensions with Switzerland after a standoff over tariffs https://t.co/0EuK0iOqUM ...

Trump doubled down on his pacifist credentials, celebrating a treaty he negotiated in Africa with a banner delivering peace. But he had an unusual choice of pre-show music. >> Yes, it's the most inappropriate music choice since that famous footage of the Hindenburg.girl is on fire. >> I think they liked each other a lot. I spent time with them.I think they liked the Some people may be surprised. I really do. I think they they've spent a lot of time killing each other and now they're going to spend a lot of ...

The move marks a victory for the Trump administration’s campaign to get other countries to pay more for drugs. https://t.co/URr2blsni2 ...