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18 handpicked stocks

UK-US Pharma Trade Deal | Tariff-Free Market Access

A new trade deal eliminates tariffs on pharmaceuticals between the UK and the US, strengthening transatlantic trade. This creates a powerful tailwind for pharmaceutical companies in both countries, potentially boosting exports, innovation, and profitability.

Author avatar

Han Tan | Market Analyst

Published on December 2

Your Basket's Financial Footprint

This basket's total market capitalisation is $813.93B. It is heavily anchored by several very large-cap stocks, which likely gives it a relatively stable, large-cap profile and closer tracking of broad-market moves.

Key Takeaways for Investors:
  • Large-cap dominance tends to lower volatility, offering more stable returns and closer tracking of broad-market moves.
  • Suitable as a portfolio core holding rather than a speculative position, providing broad sector exposure.
  • Likely to deliver steady, long-term appreciation rather than rapid, short-term gains.
Total Market Cap
  • GSK: $97.00B

  • AZN: $283.99B

  • BMY: $100.12B

  • Other

About This Group of Stocks

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Our Expert Thinking

The elimination of pharmaceutical tariffs between the UK and US creates a powerful financial tailwind for drugmakers in both countries. This landmark agreement reduces export costs, improves profit margins, and strengthens economic ties between two major economies. We've identified companies positioned to benefit from increased market access and streamlined trade flows.

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What You Need to Know

This group includes major UK pharmaceutical exporters like GSK and AstraZeneca alongside leading US biotech firms. These companies stand to gain from reduced trade barriers, lower distribution costs, and enhanced collaboration opportunities. The deal addresses long-standing trade imbalances whilst boosting innovation potential on both sides of the Atlantic.

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Why These Stocks

Each company was handpicked by professional analysts based on their strategic positioning to capitalise on this trade breakthrough. From established giants with significant cross-border operations to innovative biotech firms developing specialised treatments, these stocks represent the best opportunities to benefit from tariff-free pharmaceutical trade between the UK and US.

Why You'll Want to Watch These Stocks

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Historic Trade Breakthrough

This is the first major pharmaceutical trade deal between the UK and US, creating unprecedented opportunities for companies on both sides of the Atlantic to boost profitability and market access.

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Immediate Cost Savings

Tariff elimination means direct cost reductions for pharmaceutical exports, potentially improving profit margins for established players like GSK and AstraZeneca whilst opening new revenue streams.

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Innovation Catalyst

Enhanced collaboration between UK and US biotech firms could accelerate drug development and research partnerships, particularly benefiting smaller clinical-stage companies in both markets.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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