Group 1: Pfizer Inc. (PFE) - Pfizer became the first drug manufacturer to join the TrumpRx platform, leading to a nearly 14% increase in its stock price since September 25, closing at around $26.27 [1][2] - The stock trades at an attractive multiple of approximately 9x forward earnings and offers a dividend yield of 6.4% [2] - Investors are concerned about which drugs will be included in the TrumpRx program, as Pfizer may exempt its premium drugs, potentially impacting margins despite increased sales volume [3] Group 2: AbbVie Inc. (ABBV) - AbbVie is not part of the TrumpRx platform but is onshoring some manufacturing capacity in the U.S. to align with U.S. policy goals [6] - The company plans to launch its ovarian cancer drug, Elahere, in the UK at a price matching the U.S. price, adhering to the "most-favored-nation" pricing demands [7] - Analysts have set a price target of $251 for ABBV stock, indicating a potential gain of nearly 10%, with forecasts of over 13% earnings growth in the next 12 months [8] Group 3: Johnson & Johnson (JNJ) - Johnson & Johnson has streamlined its operations by selling off its consumer products division, focusing on its pharmaceutical division which develops drugs across various therapeutic areas [11] - The stock has delivered a total return of over 46% in the last five years, with much of the gain occurring in the last 12 months as the company moves past legal challenges [12] - JNJ stock trades at a discount to its historical average at 17x earnings, with analysts raising price targets ahead of the upcoming earnings report, reflecting renewed confidence [12]