Why Russia remains dependent on medicines made by the West
Published . Updated .
Key takeaways
- Despite President Vladimir Putin’s ambitions for industrial sovereignty, almost five years after the start of the war in Ukraine imported medicines still account for more than half of Russia's expenditure…
- Exposed: XLV, XBI, LLY, JNJ, PFE
- Market reaction: price tracking starts with the next trading session.
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Despite President Vladimir Putin’s ambitions for industrial sovereignty, almost five years after the start of the war in Ukraine imported medicines still account for more than half of Russia's expenditure…
Directly affected
- No company is named in this report.
Indirectly affected
- XLV Health Care Select Sector SPDR
Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “medicine” (pharma and health) in this story.
- XBI SPDR S&P Biotech ETF
SPDR S&P Biotech ETF: it holds drugmakers and health companies. Linked by “medicine” (pharma and health) in this story.
- USO United States Oil Fund-1.1% 30d
United States Oil Fund: its price follows crude oil. Linked by “russia” (oil) in this story.
- UNG United States Natural Gas Fund-13.5% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “russia” (natural gas) in this story.
- LLY Eli Lilly and+25.1% 30d
Eli Lilly and (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “medicine” (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 “medicine” (pharma and health) in this story.
- PFE Pfizer+5.2% 30d
Pfizer (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “medicine” (pharma and health) in this story.
- MRK Merck+3.5% 30d
Merck (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “medicine” (pharma and health) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| XLV | -0.28% | +0.04% | base | after close | after close | after close | after close |
| XBI | +4.20% | +3.78% | base | after close | after close | after close | after close |
| USONo price data for this ticker | — | — | — | — | — | — | — |
| UNGNo price data for this ticker | — | — | — | — | — | — | — |
| LLY | -2.25% | -0.49% | base | after close | after close | after close | after close |
| JNJ | -1.35% | -1.97% | base | after close | after close | after close | after close |
| PFE | +1.19% | +1.90% | base | after close | after close | after close | after close |
| MRK | +0.65% | -0.38% | base | after close | after close | after close | after 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.
Why Russia remains dependent on medicines made by the West RFI
Source: RFI
Select Sector Spdr Tr (XLV)
Those 3 earlier stories put Select Sector Spdr Tr (XLV) at an average move of -0.15% the next day. Largest gain -0.04%, largest drop -0.38%, from 3 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Select Sector Spdr Tr (XLV) | the next day | -0.15% | -0.04% | -0.38% | 3 |
| Spdr Series Trust (XBI) | the next day | -3.07% | -2.49% | -3.64% | 2 |
| Eli Lilly (LLY) | the next day | +0.27% | +0.49% | -0.16% | 3 |
| Johnson & Johnson (JNJ) | the next day | +1.67% | +2.01% | +0.99% | 3 |
How far Select Sector Spdr Tr (XLV) has moved since 14 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Johnson & Johnson (JNJ) | three days earlier | -1.97% | final price |
| Johnson & Johnson (JNJ) | five days earlier | -1.35% | final price |
| Eli Lilly (LLY) | three days earlier | -0.49% | final price |
| Eli Lilly (LLY) | five days earlier | -2.25% | final price |
| Merck (MRK) | three days earlier | -0.38% | final price |
| Merck (MRK) | five days earlier | +0.65% | final price |
| Pfizer (PFE) | three days earlier | +1.90% | final price |
| Pfizer (PFE) | five days earlier | +1.19% | final price |
| Spdr Series Trust (XBI) | three days earlier | +3.78% | final price |
| Spdr Series Trust (XBI) | five days earlier | +4.20% | final price |
| Select Sector Spdr Tr (XLV) | three days earlier | +0.04% | final price |
| Select Sector Spdr Tr (XLV) | five days earlier | -0.28% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Gilbert Cisneros bought Eli Lilly (LLY), worth $1,001 - $15,000 on 20 Oct 2026. That is 25 days before publication. Filed 10 Nov 2026. View the filing.
- Rep. Rohit Khanna bought Eli Lilly (LLY) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 71 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Johnson & Johnson (JNJ) (held by a spouse), worth $15,001 - $50,000 on 7 Oct 2026. That is 38 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Thomas H. Kean Jr sold Johnson & Johnson (JNJ), worth $1,001 - $15,000 on 30 Sep 2026. That is 45 days before publication. Filed 30 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Johnson & Johnson (JNJ) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 50 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Pfizer (PFE) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 71 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Pfizer (PFE), worth $100,001 - $250,000 on 21 Aug 2026. That is 85 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Merck (MRK), worth $1,001 - $15,000 on 24 Sep 2026. That is 51 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar bought Merck (MRK), worth $15,001 - $50,000 on 19 Aug 2026. That is 87 days before publication. Filed 9 Sep 2026. View the filing.
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).
Who is named in “Why Russia remains dependent on medicines made by the West”
Companies mentioned with this story
- XLV Select Sector Spdr Tr
In “Why Russia remains dependent on medicines made by the West,” Select Sector Spdr Tr (XLV) is linked, with no stored direction, medium confidence. Reason on file: Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “medicine” (pharma and health) in this story
- XBI Spdr Series Trust
For “Why Russia remains dependent on medicines made by the West,” Spdr Series Trust (XBI) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Biotech ETF: it holds drugmakers and health companies. Linked by “medicine” (pharma and health) in this story
- LLY Eli Lilly
For “Why Russia remains dependent on medicines made by the West,” Eli Lilly (LLY) is linked, with no stored direction, medium confidence. Reason on file: Eli Lilly and (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “medicine” (pharma and health) in this story
- JNJ Johnson & Johnson
Johnson & Johnson (JNJ) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Why Russia remains dependent on medicines made by the West.” Reason on file: Johnson & Johnson (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “medicine” (pharma and health) in this story
- PFE Pfizer
Pfizer (PFE) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Why Russia remains dependent on medicines made by the West.” Reason on file: Pfizer (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “medicine” (pharma and health) in this story
- MRK Merck
Merck (MRK) is linked, with no stored direction, medium confidence in the 14 Nov 2026 story “Why Russia remains dependent on medicines made by the West.” Reason on file: Merck (pharmaceutical preparations): drugmakers move with drug pricing, approvals and health policy. Linked by “medicine” (pharma and health) in this story
How “Why Russia remains dependent on medicines made by the West” reaches Select Sector Spdr Tr (XLV)
On 14 Nov 2026, “Why Russia remains dependent on medicines made by the West” is the story that connects Select Sector Spdr Tr (XLV) to this story.
What ties Select Sector Spdr Tr (XLV) to the headline is this: Health Care Select Sector SPDR: it holds drugmakers and health companies. Linked by “medicine” (pharma and health) in this story
Also listed, Spdr Series Trust (XBI): SPDR S&P Biotech ETF: it holds drugmakers and health companies. Linked by “medicine” (pharma and health) in this story
The price range for Select Sector Spdr Tr (XLV), and the dates in the story
LLY traded between 1239.21 and 1458.90 across 20 sessions. The latest close on file is 1430.09.
A simple score for Select Sector Spdr Tr (XLV)
46 out of 100
“Why Russia remains dependent on medicines made by the West” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.