Geopolitics Alpha

A bitter pill: Indian pharma industry, Trump’s tariff and a Congress that campaigned on cheaper care

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GEOPOLITICS ALPHAA bitter pill: Indian pharmaindustry, Trump’s tariff and aCongress that campaigned on…GEOPOLITICS ALPHA

This report is about tariffs and trade and pharma and health.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR+0.6% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XLV Health Care Select Sector SPDR

    Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “pharma” (pharma and health) in this story.

  • INDA iShares MSCI India ETF-2.2% 10d

    iShares MSCI India ETF holds stocks listed in India, which this story is about (“indian”).

  • LLY Eli Lilly and+25.1% 30d

    Eli Lilly and (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “pharma” (pharma and health) in this story.

  • JNJ Johnson & Johnson+12.1% 30d

    Johnson & Johnson (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “pharma” (pharma and health) in this story.

  • CAT Caterpillar-28.4% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • PFE Pfizer+5.2% 30d

    Pfizer (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “pharma” (pharma and health) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XLI+0.05%+1.29%baseafter closeafter closeafter closeafter close
XRT+1.88%+1.40%baseafter closeafter closeafter closeafter close
XLV-0.28%+0.04%baseafter closeafter closeafter closeafter close
INDA-0.06%+0.23%baseafter closeafter closeafter closeafter close
LLY-2.25%-0.49%baseafter closeafter closeafter closeafter close
JNJ-1.35%-1.97%baseafter closeafter closeafter closeafter close
CAT-0.24%+0.24%baseafter closeafter closeafter closeafter close
PFE+1.19%+1.90%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

A bitter pill: Indian pharma industry, Trump’s tariff and a Congress that campaigned on cheaper care The Times of India

Source: The Times of India

This story

CompanyWhenMoveStatus
CATthree days earlier+0.24%final price
CATfive days earlier-0.24%final price
INDAthree days earlier+0.23%final price
INDAfive days earlier-0.06%final price
JNJthree days earlier-1.97%final price
JNJfive days earlier-1.35%final price
LLYthree days earlier-0.49%final price
LLYfive days earlier-2.25%final price
PFEthree days earlier+1.90%final price
PFEfive days earlier+1.19%final price
XLIthree days earlier+1.29%final price
XLIfive days earlier+0.05%final price
XLVthree days earlier+0.04%final price
XLVfive days earlier-0.28%final price
XRTthree days earlier+1.40%final price
XRTfive days earlier+1.88%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100

“A bitter pill: Indian pharma industry, Trump’s tariff and a Congress that campaigned on cheaper care” scores 12 out of 100. The score uses 1 sources.