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10.08.25 - 23:30
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S&P 500 Healthcare Weighting At Multi-Decade Lows (ZeroHedge)
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S&P 500 Healthcare Weighting At Multi-Decade Lows
Earnings season has ended for large-cap biopharma stocks, with steep selloffs across many names as the healthcare sector's weighting in the S&P 500 falls to a multi-decade low. Pessimism is elevated across the sector amid the Trump administration's Most Favored Nation (MFN) pricing proposal for Medicaid and the prospect of pharmaceutical tariffs.
A Goldman Sachs team led by Asad Haider told clients Friday that healthcare stocks face weak sector performance and mounting pessimism, as earnings season wrapped up last week.
Here are some of the highlights of the note titled "Global Healthcare: Pharmaceuticals: Friday Fodder: Slimmer Positioning Into The August Lull":
Earnings season ended with large selloffs in two key growth names: Vertex Pharmaceuticals (-20.6% on Aug. 4, pain program setback) and Eli Lilly And Co crshed the most since the DotCom era after underwhelming oral GLP-1 pill data.
This followed earlier 10% to...
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01.08.25 - 19:15
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KBRA Assigns Preliminary Ratings to VRTX 2025-HQ (Business Wire)
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NEW YORK--(BUSINESS WIRE)--#creditratingagency--KBRA announces the assignment of preliminary ratings to five classes of VRTX 2025-HQ, a CMBS single-borrower securitization. The collateral for the transaction is a $600 million portion of a $1.0 billion fixed rate, interest-only first lien mortgage loan. The fixed-rate loan has a five-year term and requires monthly interest-only payments based on an assumed interest rate of 6.25%. The loan is secured by the borrower's fee simple interest in Vertex HQ , two 15-story, Class-A, LEED Gold office tower containing 1.1 million sf. The building is located in the Seaport neighborhood of downtown Boston. The buildings were developed in 2013 as a built-to-suit corporate headquarters for Vertex Pharmaceuticals Incorporated (NASDAQ: VRTX). KBRA performed a credit estimate on Vertex, and the results of the analysis indicated that Vertex has credit characteristics consistent with an entity with an investment grade rating. Vertex leases all of the office and lab space at ...
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