Just looking at Novo and now Eli Lilly bordering on going down.
Why Healthcare Stocks Will Face Pressure Now & in the Near Future:
1. Federal Funding Cuts - Reduced government support for medical research and drug development will hurt pharmaceutical and biotech companies. (Trump administration)
2. Regulatory & Policy Risks - Possible stricter price controls and budget cuts in healthcare sectors, especially with political shifts.
3. Earnings & Growth Concerns - Major healthcare companies (e.g., Biogen, Merck) have reported disappointing earnings and weak future outlooks.
4. Sector Underperformance -
Healthcare stocks lagged behind the S&P 500 in 2024 and may continue to struggle as investors shift toward tech and Al.
I could be wrong. What do you think?