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JPMorgan's top biotech and pharma picks for the second half

CNBC: Investing

Developing non-opioid pain drugs is a key focus for the industry, with Vertex Pharmaceuticals recently approving its Journavx Nav1.8 Other names on the list include Regeneron Pharmaceuticals and Bristol Myers Squibb. LLY YTD mountain Eli Lilly stock in 2025.

S&P
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Mergers and Acquisitions in the Age of Trump: Opportunities and Challenges

MergersCorp M&A International

Early on, his administration made significant moves towards deregulation, arguing that a lighter regulatory burden would stimulate growth and encourage investment. Increased Foreign Investments Contrary to some expectations, Trump’s presidency saw an uptick in foreign direct investment (FDI).

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Cooley’s 2024 Life Sciences M&A Year in Review: M&A Slims Down in 2024, but Will Appetites Grow in 2025?

Cooley M&A

While global M&A deal value across sectors remained relatively flat overall , pharmaceuticals and life sciences M&A in 2024 dipped relative to the prior year. Indeed, the largest US biotech exit in 2024 was Vertex Pharmaceuticals $4.9 Immunology deals stood out, including Vertex Pharmaceuticals $4.9 from 2023. [1]

M&A
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UBS likes these defensive plays – which also happen to offer solid dividends

CNBC: Investing

Last month, Goldman Sachs lifted its price target on the pharmaceutical giant to $176 from $172, placing Johnson & Johnson on its conviction list. More In Income Investing Wells Fargo's top ideas to help cushion your portfolio from rocky markets Michelle Fox Uncertainty looms as 2025 nears the halfway mark.

S&P
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China Exit Ban on Wells Fargo Executive Stokes Foreign Business Anxiety

The New York Times: Banking

government employee were blocked from leaving, and a Japanese pharmaceutical executive was imprisoned, even as Beijing tries to court overseas investors. A Wells Fargo banker and a U.S.

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Manufacturing Heats Up in Private Equity: What the Data Tells Us

Sun Acquisitions

PE firms investing domestically —far surpassing the number of outbound (89) and inbound (27) transactions, a sign of confidence in American manufacturing resilience. Healthcare Manufacturing Stands Out Two subsectors— Pharmaceutical Manufacturing and Medical Devices & Supplies —are drawing particularly deep interest.

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6 stocks to buy for the second half, according to Wall Street analysts

CNBC: Investing

Other companies that Wall Street likes in the second half are BioMarin Pharmaceutical , Light & Wonder , Fiserv and Burlington Stores. Roughly 81% of analysts surveyed by FactSet have a buy rating on Salesforce, but their consensus 12-month price target would amount to even more upside — 35% over the next year.