The pharmaceutical sector is at a critical inflection point. CFRA’s latest outlook highlights mounting policy risks, rising geopolitical tensions, and shifting regulatory dynamics that are placing pressure on valuations—just as blockbuster drugs approach major patent cliffs. At the same time, innovation remains alive through AI-driven drug discovery and targeted M&A strategies.
In this in-depth research presentation led by Sel Hardy, CFRA’s Senior Vice President of Equity Research, we examine key forces shaping the future of biopharma—from the Inflation Reduction Act and MFN pricing reforms to the Section 232 tariff investigation that could significantly impact supply chains.
Preview highlights from the full video below, then access the complete research deck and video to uncover CFRA’s top biopharma picks and what may lie ahead for investors.