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.
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.
Enhanced collaboration between UK and US biotech firms could accelerate drug development and research partnerships, particularly benefiting smaller clinical-stage companies in both markets.
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.
GSK: $97.00B
AZN: $283.99B
BMY: $100.12B
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.
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.
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.
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.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Published on December 2
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GlaxoSmithKline
GSK
Current Price
$51.98
As a major UK-based global biopharma company with significant US operations, GSK is perfectly positioned to benefit from eliminated tariffs and streng...
As a major UK-based global biopharma company with significant US operations, GSK is perfectly positioned to benefit from eliminated tariffs and strengthened transatlantic trade.
ASTRAZENECA PLC
AZN
Current Price
$169.20
This UK-based global biopharmaceutical giant with a large US presence will likely see improved profitability and streamlined distribution from a tarif...
This UK-based global biopharmaceutical giant with a large US presence will likely see improved profitability and streamlined distribution from a tariff-free trade agreement.
Bristol Myers Squibb
BMY
Current Price
$67.60
This major US-based biopharmaceutical company is set to gain from easier access to the UK market and potentially lower costs for transatlantic researc...
This major US-based biopharmaceutical company is set to gain from easier access to the UK market and potentially lower costs for transatlantic research and development.
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On average, analysts expect assets in this group to grow 62.43% over the next year.
15 of 15 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitiv Ltd.
If you invested across these assets:
In 12 months it might be worth:
+62.43%
