FDA offers to trade faster drug reviews for lower US prices https://t.co/NwGHqOHqhE ...

We are talking to industry constantly to figure out how we can be helpful. Which of their products being proposed are in line with our national priorities. That is meeting a large unmet public health need.Domesticating manufacturing as a national security issue. Increasing the affordability of drugs, which is an access problem. This president does not like to see Americans getting ripped off.And we've been paying more for drugs than in many wealthy countries around the world. Can you do anything about that. ...

Group 1 - Johnson & Johnson is set to release its second-quarter earnings on July 16, with analysts estimating adjusted earnings of $2.68 per share and sales of $22.85 billion [1] - Investor focus will be on the updated 2025 guidance, the impact of tariffs and biosimilars, and the progress of the company's pipeline and recent product launches [1][3] - Bank of America Securities has updated its revenue estimates for Johnson & Johnson for 2025 and beyond ahead of the earnings release [2] Group 2 - Bank of America slightly increased its second-quarter 2025 revenue and EPS estimates by 1% due to improved foreign exchange rates, with similar modest increases projected for the later 2020s [4] - Despite the upward revisions, Bank of America maintains a Neutral rating and a price forecast of $61, considering the stock fairly valued [5] - Johnson & Johnson anticipates a $2 billion net headwind in 2025, affecting various assets while Xarelto is expected to benefit [6] Group 3 - CFO Joseph Wolk revised the estimated 2025 tariff impact down to $200 million from $400 million, with the majority expected in the second half of the year [7] - A federal court sided with the U.S. Department of Health and Human Services, rejecting Johnson & Johnson's attempt to alter its participation in the 340B Drug Pricing Program [7][8]

Spain wants to create a two-tier pricing system for certain drugs that are in high demand after facing supply shortages due to off-label use of the medication https://t.co/4j6aH4R4Dp ...

13 June 2025 | 5:30AM EDT GS Healthcare: Conference Wrap-Up - Key Themes And Takeaways Following our 46th Annual Global Healthcare Conference we recap key themes and offer perspective from GS HC analysts on what stood out most from presentations across their coverage. At the highest level, we note the following items exiting the conference: Asad Haider, CFA +1(212)902-0691 | asad.haider@gs.com Goldman Sachs & Co. LLC Salveen Richter, CFA +1(212)934-4204 | salveen.richter@gs.com Goldman Sachs & Co. LLC David ...

Johnson & Johnson (NYSE:JNJ) Goldman Sachs 46th Annual Global Healthcare Conference Call June 11, 2025 3:20 PM ET Company Participants Tom Cavanaugh - Company Group Chairman for North America Innovative Medicine Conference Call Participants Asad Haider - Goldman Sachs Group, Inc., Research Division Asad Haider We're just right about at time, so let's get started. Tail end of day 3 of our conference, saving the best for last. Very welcome to Tom Cavanaugh, group -- Company Group Chairman, North American Inno ...

Eli Lilly (LLY) FY Conference June 10, 2025 08:00 AM ET Speaker0 All right. Great. We're just about at time, so we can get started here. Welcome to good day two of our health care conference. The weather is still holding up. Thank God for that. Very pleased to kick off our morning session this morning with Eli Lilly. We have Lucas Montard, CFO and Mike Zappa, Senior Vice President, Investor Relations. Thank you, Lucas and Mike, for being with us. Happy to be here. Thank you. Great. So I guess to kick off, L ...

Pfizer Inc. (NYSE:PFE) Goldman Sachs 46th Annual Global Healthcare Conference June 9, 2025 8:00 AM ET Company Participants Albert Bourla - Chairman of the Board & CEO Conference Call Participants Asad Haider - Goldman Sachs Group, Inc., Research Division Asad Haider Great. Good morning, everyone, and welcome to our 46th Annual Global Healthcare Conference. My name is Asad Haider, I'm the U.S. pharma analyst here at Goldman Sachs and we are very privileged to have Albert Bourla with us to kick off this confe ...

Pfizer (PFE) FY Conference June 09, 2025 08:00 AM ET Speaker0 Great. Good morning, everyone, and welcome to our forty sixth Annual Global Healthcare Conference. My name is Assad Heather. I'm The U. S. Pharma Analyst here at Goldman Sachs. And we are very privileged to have Albert Bula with us to kick up this conference. Albert's the CEO of Pfizer. Albert, thank you for being with us. Speaker1 Great pleasure. Speaker0 Albert, we have about thirty five minutes, so I wanna start with a big picture question for ...

Core Insights - McKesson (MCK) and Cardinal Health (CAH) are major players in the U.S. healthcare distribution sector, benefiting from consistent demand and long-term industry trends [1][2] - Investors are evaluating which company presents a stronger investment opportunity amid evolving healthcare regulations and inflationary pressures [2] Financial Performance - McKesson reported Q4 fiscal 2025 adjusted EPS of $10.12, exceeding the Zacks Consensus Estimate of $9.81 by 3.2%, with a year-over-year improvement of 63.8% [3] - Cardinal Health reported Q3 fiscal 2025 adjusted EPS of $2.35, surpassing the Zacks Consensus Estimate of $2.15 by 9.3%, with a year-over-year increase of 12.4% [4] Estimates Comparison - The Zacks Consensus Estimate for McKesson's fiscal 2026 sales and EPS indicates a year-over-year improvement of 12.4% and 12.3%, respectively, with EPS estimates improving by 1.4% over the past 60 days [5] - The Zacks Consensus Estimate for Cardinal Health's 2025 sales suggests a year-over-year decline of 1.7%, while EPS is expected to improve by 7.8%, with EPS estimates increasing by 2.3% over the past 30 days [8] Strategic Positioning - McKesson's diversification into higher-margin areas such as oncology and biopharma services supports margin stability and positions the company well for future growth [11] - McKesson's recent earnings report highlighted solid revenue growth, stable margins, and robust free cash flow, alongside consistent shareholder returns through share repurchases and dividend increases [12] - Cardinal Health is focusing on efficiency gains and cost controls while expanding its higher-growth medical segment, which is expected to drive growth [15] - Cardinal Health's first-quarter performance showed strong revenue growth and improving profitability due to effective cost-saving initiatives [16] Price Performance - Year-to-date, McKesson shares have increased by 25.7%, while Cardinal Health shares have surged by 29.2%, driven by rising demand for drug retailing, particularly GLP-1 drugs [17] Investment Outlook - Both companies currently hold a Zacks Rank 3 (Hold), complicating the investment decision [18] - McKesson's style score of 'A' indicates strong growth prospects and attractive valuation, while Cardinal Health's style score of 'C' reflects attractive valuation but lower growth potential [19] - Based on growth estimates and style scores, McKesson is viewed as a better investment choice at present [19]