HEALTHCARE (XLV)

The HPV vaccine had been a key growth driver in China until last year when economic headwinds disrupted demand.

2025 is going to drive a lot of investors crazy due to frustrating market behavior and fear. The fear will be real because the source of frustration will be grounded in you, the consumer. It’s already here, and it’s getting more obvious in the data.

With significant policy shifts expected in Washington and ongoing global economic concerns, exchange-traded funds (ETFs) focused on defensive sectors, stable dividends, and geopolitical advantages are gaining popularity.

Genius remains a bull market so far in 2025. All the main sectors in the US equities market are posting year-to-date gains, led by financials and health care, based on a set of ETFs.

Last week was certainly memorable, and it looks like this week is off to a similar start.

The analyst sees 2025 as a challenging year due to Eylea headwinds but expects growth to accelerate in 2026, driven by strong eczema treatment sales from the company’s Dupixent drug.

The company announced plans to generate $2 billion in annual cost savings by the end of 2027.

Older diabetes medicines outperformed expectations, helping offset the shortfall in Lilly’s newer treatments.

Gardasil, its HPV vaccine, posted a 17% decline in sales to $1.55 billion, primarily due to lower demand in China.

Under its restructuring program, Pfizer said it remains on track to deliver $4.5 billion in cost savings by the end of 2025.

We were having a nice rally in January 2025 until the reality of tariffs hit on Friday which killed the momentum developing off the mid-January lows.

The company raised its long-term sales outlook for Skyrizi and Rinvoq, now expecting combined revenue of about $24 billion in 2025.

Trade war between US, Canada, and Mexico could cause severe economic damage, raise prices, and disrupt supply chains in key industries.

What we got today, of course, was advance GPD, which is the earliest measure and also the most likely to provoke a reaction in stocks.

Anxiety about the competitive threat from Chinese artificial intelligence lab DeepSeek triggered a sharp selloff in US equities on Monday, with the worst of the decline centered in tech.