Barclays: The pharma sector is very out of favor for tariffs

ByFeatured Youtube Videos
Wednesday, Jul 16, 2025 8:36 am ETmin read
Aime RobotAime Summary

- Barclays analysts highlighted that the pharma sector is undervalued due to global tariff disputes and trade barriers.

- Rising trade tensions have increased input costs and disrupted supply chains, squeezing profit margins.

- The sector's price-to-earnings ratio now sits 20% below its 10-year average, signaling investor pessimism.

- Analysts recommend selective investments in companies with diversified markets and strong R&D pipelines despite sector-wide headwinds.

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