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16 handpicked stocks

Navigating U.S. Drug Price Reforms

The White House is demanding major pharmaceutical companies slash U.S. drug prices, creating significant market volatility and threatening industry profits. This creates a potential opening for companies that offer cost-saving alternatives, such as generic drug makers and healthcare service providers.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at Aug 5

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

GDRX

GoodRx Holdings, Inc.

GDRX

Current price

$4.39

CAH

Cardinal Health, Inc.

CAH

Current price

$158.24

OPCH

OPTION CARE HEALTH INC

OPCH

Current price

$28.10

About This Group of Stocks

1

Our Expert Thinking

The White House's aggressive push for lower drug prices creates a major shift in the pharmaceutical landscape. This regulatory pressure threatens traditional Big Pharma profits whilst potentially opening doors for companies that offer cost-saving alternatives. Our analysts see this as a pivotal moment that could reshape market dynamics across the healthcare sector.

2

What You Need to Know

This group focuses on companies positioned to benefit from the shift towards more affordable healthcare solutions. The regulatory uncertainty brings both risks and opportunities, with potential winners including generic drug makers, healthcare service providers, and efficient distributors. The theme captures an event-driven market shift with significant profit potential.

3

Why These Stocks

These companies were handpicked by professional analysts as potential beneficiaries of the drug pricing reforms. Each represents a different angle on the cost-saving healthcare trend - from generic manufacturers to pharmacy benefit managers. They're positioned to gain market share as the system adapts to new pricing pressures.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+81.84%

Group Performance Snapshot

81.84%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 81.84% over the next year.

13 of 16

Stocks Rated Buy by Analysts

13 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

Policy Shake-Up in Motion

The White House's aggressive drug pricing demands are creating immediate market volatility. This regulatory shift could reshape the entire pharmaceutical landscape, creating winners and losers almost overnight.

💰

Cost-Savers Could Win Big

As pressure mounts on expensive branded drugs, companies offering affordable alternatives may see their market share explode. Generic makers and efficient healthcare providers are positioned to capture this shift.

🎯

Event-Driven Opportunity

This isn't just market speculation - it's a direct response to concrete government action. Smart investors are positioning themselves ahead of the regulatory changes that could redefine healthcare profits.

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