$NOVO B (+1,43%)
$NVO (+1,46%)
$UNH (+2,15%)
$MRK (+2,04%)
$JNJ (+0,03%)
$XDWH (+0,62%)
$PFE (+0,94%)
$LLY (+0,98%)

I am curious to see how the European stock markets will react today, but with the RSI extremely oversold and I could well imagine a bounce at 300 Danish kroner.

Is anyone here trying their luck as a trader and is so tired of life with leverage? 😂

@Multibagger put another one on top ? Do you have a good certificate for that ?

The 17 largest pharmaceutical companies were written to and given a deadline of September 29 to lower their prices, otherwise Trump himself will come by. 😈

The S&P500 pharma sector was the weakest sector today with -2.2 %.

$AZN (+2,94%)

$BMY (+1,34%)

$LLY (+0,98%)

$PFE (+0,94%)

$ABT (-1,84%)

$JNJ (+0,03%)

$NOVO B (+1,43%)

$UNH (+2,15%)

$MRK (+2,04%)

$SAN (+0,67%)

$WHCS (+0,73%)

https://www.statnews.com/2025/07/31/trump-most-favored-nations-drug-pricing-lower-pharmaceutical-prices/

$NOVO B (+1,43%)
$LLY (+0,98%)
$HIMS (-0,84%)
$NVO (+1,46%)
$PFE (+0,94%)
$JNJ (+0,03%)
$MRK (+2,04%)

He has sent letters to 17 companies, including Eli Lilly, asking them to lower their prices within 60 days.

Said if they refuse, he will use a "federal tool" to protect Americans

Getting more and more exciting 😂

We need to talk about the healthcare sector today. After 2024 had already disappointed many companies in the sector due to the "corona effect" and was labeled a "transition year", I had actually called for a major recovery in 2025. What happened instead is of course clear: a complete bleed-out of the industry.

In fact, the situation in the healthcare sector is so bad that no returns at all have been achieved across the board in the last three years, and that is bad.

I had actually chosen the healthcare sector as a second pillar in my portfolio alongside my tech investments, as I have a great passion for the topic of healthcare and also like to spend a lot of time on it. Actually, I also had the impression that the healthcare sector is rather defensive as the demand for healthcare services is continuously increasing when there is an increasing number of sicker people in the world. I have therefore created a diversified portfolio of companies that have a predominance in the treatment of a specific disease: Heart defects, mucoviscidosis, diabetes - you can probably already guess where this is going.

At the moment I have several companies in my portfolio whose performance really resembles a horror movie: $ILM1 (+4,09%) , $AFX (+0,28%) , $UNH (+2,15%) , $NOVO B (+1,43%)

Plus some resurrected zombies like $TMO (+0,86%) , $ABBV (+0,53%) , $EW (-0,38%) , $MEDP (+1,98%) whose performance could be reactivated through life-sustaining measures.

Only $SYK (-0,16%) and $VRTX (+0,22%) are developing in line with expectations overall.

In summary, 40% pain, 40% okay and only 20% yes

However, the poor performance is not at all related to the selection of companies. Other giants such as $MRK (+2,04%) and even the most solid healthcare company in the world $JNJ (+0,03%) are not performing satisfactorily either. Some people here in the comments always act as if Novo Nordisk and UNH were the worst companies in the world and everything was foreseeable - but that's just not the case. In fact, they are only falling so sharply and getting so much media coverage because they have always been regarded as the absolute gems in contrast to solala companies like $PFE (+0,94%) it really wasn't an everyday occurrence for them to halve overnight.

Overall, the healthcare sector, which has been battered for years, is now also considered undervalued. So we can still hope for a recovery. Nevertheless, it is slowly becoming a huge problem for me if I put 1/4 of my capital into assets that are outperforming the savings book and not compensating for inflation. The opportunity costs in particular are astronomical, as I have been 80% right in the tech sector in recent years and 80% wrong in the healthcare sector. I spend more money with my left hand than I earn with my right.

The saying comes to mind: "The tide lifts all boats" which is actually supposed to protect against overconfidence. But isn't it also true that an ebb tide lowers all boats? Perhaps neither the great hit rate in the tech sector nor the subterranean hit chance in the health sector is dependent on my investment decisions, but simply a static anomaly.

What I also want to address specifically is that I find it incredibly annoying that investing in the healthcare sector is such a drama club. I sometimes wonder whether we're doing business here or filming a telenovela. I mean, the whole thing with $HIMS (-0,84%) is a complete kindergarten. Why is it that in the automotive industry, complete strangers manage to merge or form alliances just like that and in the healthcare industry they can't even manage to sell a few medications for 3 months without it degenerating into a mud fight and a war of the roses? My gosh.

But now it's up to you. I would be particularly interested to know how people who have been on the market for more than 10 years see it. Have health values always been such a rollercoaster ride or is the industry better than its reputation?

$HEIA (-0,47%)
$EL (+2,07%)
$NUE (+1,2%)
$CDNS (-1,19%)
$WM (-1,43%)
$MSFT (-0,4%)
$V (+1,13%)
$OR (+1,93%)
$AZN (+2,94%)
$MRK (+2,04%)
$PG (+0,35%)
$SBUX (-0,78%)
$BCS (+0%)
$META (-0,72%)
$BABA (+2,95%)
$QCOM (+0,19%)
$AIR (-0,3%)
$HSBC (+0%)
$GSK (+2,02%)
$MBG (+0,47%)
$F (+0,03%)
$AAPL (+0,63%)
$AMZN (+0,15%)
$MA (+0,52%)
$7203 (+0,36%)
$SHEL (+0,16%)
$005930
$SNY (+1,46%)
$CMCSA (+1,09%)
$COIN (+2,81%)
$NET (-1,48%)
$XOM (-0,29%)
$CVX (-0,22%)
$CS (+1,45%)
$NTDOY (+0%)
$CL (+1,88%)
$DTG (+0,62%)
$UNH (+2,15%)

$XDWH (+0,62%)
$XLV (+0,5%)
$CSPX (-0,21%)
$VUSA (-0,21%)
$UNH (+2,15%)
$OSCR

According to Goldman Sachs, healthcare is the only sector in the S& P 500 that is cheaper than the 10- and 30-year averages.

This is an extremely attractive risk/reward ratio and the coming months will be exciting.

$ELV (+0,66%)
$CNC (+2,06%)
$DHR (+0,25%)
$SRT (-0,67%)
$LLY (+0,98%)
$NOVO B (+1,43%)
$NVO (+1,46%)
$ISRG (-0,78%)
$JNJ (+0,03%)
$ABBV (+0,53%)
$PFE (+0,94%)
$SAN (+0,67%)
$MRK (+2,04%)
$BMY (+1,34%)
$TMO (+0,86%)

Jul 09 (Reuters) - $MRK (+2,04%) Merck will buy Britain's Verona Pharma for about 10 billion dollars, the companies announced on Wednesday. The move strengthens the US company's presence in respiratory therapies as it prepares for the patent expiry of its blockbuster cancer drug.

#traderepublic Source

Siemens reacts with lightning speed

The markets are dominated by tariffs and trade disputes, but the DAX is showing encouraging signs of easing. In this environment in particular, Siemens $SIE (-0,57%) as one of the major players in medical technology. The ability to react quickly to changing conditions is crucial today in order to survive in international competition. Siemens has already developed strategies to meet the challenges posed by geopolitical tensions and to secure its market position. In the past, the company has proven time and again that it is flexible enough to adapt to new circumstances and thus maintain its innovative strength.

China's retaliation hits German medical technology companies

In the USA, China has responded to the recently introduced EU restrictions by drastically limiting imports of medical technology from Europe. This measure has already had a noticeable impact on the stock market, where the shares of companies such as Siemens Healthineers $SHLMerck KGaA $MRK (+2,04%) and Carl Zeiss Meditec $AFX (+0,28%) have fallen by up to 2.7 percent. The new regulations, which came into force on July 6, force Chinese institutions to exclude European suppliers from public tenders if the procurement value exceeds 45 million yuan. Analysts warn that although these retaliatory measures benefit Chinese manufacturers in the short term, trade barriers are detrimental to all parties involved in the long term. In June, the EU Commission decided to exclude Chinese companies from state purchases, which is interpreted as a reaction to the unequal competitive conditions in China. It is clear that despite short-term advantages for certain players, the long-term effects on the market and the innovative strength of the medical technology sector should not be neglected.

Sources:

https://www.n-tv.de/mediathek/videos/wirtschaft/Wohlfeil-Medizintechnik-geraet-im-Dax-unter-Druck-article25884959.html

https://www.n-tv.de/wirtschaft/Chinas-Vergeltung-trifft-deutsche-Medizintechniker-article25883283.html