The Year-End 2025 Biotech Rally And What It Means For 2026

Benzinga_recent_news2025-12-31

Biotechnology stocks are wrapping up 2025 on a high note, bouncing back from a rocky start to deliver some of the year’s most impressive gains. What began as a sector weighed down by tariff fears and ...

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What began as a sector weighed down by tariff fears and ...</p>\n\n<a href=\"https://www.benzinga.com/news/25/12/49650052/the-year-end-2025-biotech-rally-and-what-it-means-for-2026\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Year-End 2025 Biotech Rally And What It Means For 2026</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Year-End 2025 Biotech Rally And What It Means For 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-31 23:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/25/12/49650052/the-year-end-2025-biotech-rally-and-what-it-means-for-2026><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biotechnology stocks are wrapping up 2025 on a high note, bouncing back from a rocky start to deliver some of the year’s most impressive gains. What began as a sector weighed down by tariff fears and ...</p>\n\n<a href=\"https://www.benzinga.com/news/25/12/49650052/the-year-end-2025-biotech-rally-and-what-it-means-for-2026\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVS","symbol_name":"诺华","start_time":0,"source_url":"https://www.benzinga.com/news/25/12/49650052/the-year-end-2025-biotech-rally-and-what-it-means-for-2026","article_id":"2600708537","we_media_id":null,"thumbnails":["https://static.tigerbbs.com//next-assets/images/benzinga-post-card-placeholder.svg?optimize=medium&dpr=2&auto=webp&width=240?op=imageView2&mode=2&width=256&height=256&quality=70&format=png"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/news/25/12/49650052/the-year-end-2025-biotech-rally-and-what-it-means-for-2026","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2600708537","pubTimestamp":1767196440,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Biotechnology stocks are wrapping up 2025 on a high note, bouncing back from a rocky start to deliver some of the year’s most impressive gains. What began as a sector weighed down by tariff fears and political noise has transformed into one of the market’s standout performers, powered by deal making, drug approvals, and breakthrough clinical results. The big question heading into 2026 is simple: can this momentum last?The performance metrics speak volumes. The iShares Biotechnology ETF  has climbed 29.51% year to date through December 29, while the State Street SPDR S&P Biotech ETF  has done even better with gains around 35.84%. The Nasdaq Biotechnology Index sits at 5,766.59, marking a 34% jump for the year.Regulatory wins provided another boost. The FDA greenlit 44 new therapies in 2025, with 26 approvals coming in the second half alone. December saw notable wins including Cytokinetics Incorporated’s  Myqorzo for a heart condition, marking the company’s first approval after 27 years ","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NVS":"诺华","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","OMER":"奥麦罗制药","RNA":"Avidity Biosciences, Inc.","PSQ":"做空纳斯达克100指数ETF-ProShares","LU2089984988.USD":"MANULIFE GF HEALTHCARE \"AA\" (USD) ACC","LU0432979614.USD":"JPM GLOBAL HEALTHCARE \"A\" ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","SQQQ":"纳指三倍做空ETF","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","TQQQ":"纳指三倍做多ETF","LU0471298694.HKD":"BGF NUTRITION \"A2\" (HKD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","JNJ":"强生","IONS":"Ionis Pharmaceuticals, Inc","USAW.SI":"AMZN 3xLongSG261006","USJW.SI":"ALPHAB 3xLongSG261006","ITCI":"Intra-Cellular Therapies Inc.","PFE":"辉瑞","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","MRK":"默沙东","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","QLD":"2倍做多纳斯达克100指数ETF-ProShares","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","BK4505":"高瓴资本持仓","VRNA":"维罗纳制药","LU2063271972.USD":"富兰克林创新领域基金","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","GPCR":"STRUCTURE THERAPEUTICS INC SPON ADS EACH REP 3 ORD","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC",".IXIC":"NASDAQ Composite","EYPT":"EyePoint","IBB":"生物科技指数ETF-iShares Nasdaq","MNPR":"Monopar Therapeutics","CYTK":"Cytokinetics","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","QID":"两倍做空纳斯达克指数ETF-ProShares","NVIW.SI":"NVDA 3xLongSG261006"},"translate_title":"2025年年底生物技术反弹及其对2026年的意义","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVS":1,"MNPR":1,"CYTK":1,"ITCI":1,"QLD":0.6,"TQQQ":0.6,"NQmain":0.6,"VRNA":1,"RNA":1,"MNQmain":0.6,"USAW.SI":0.6,".IXIC":0.9,"PSQ":0.6,"JNJ":1,"PFE":1,"MRK":1,"SQQQ":0.6,"EYPT":1,"IBB":1,"NVIW.SI":0.6,"OMER":1,"IONS":1,"USJW.SI":0.6,"GPCR":1,"TSYW.SI":0.6,"QID":0.6},"content_text":"Biotechnology stocks are wrapping up 2025 on a high note, bouncing back from a rocky start to deliver some of the year’s most impressive gains. What began as a sector weighed down by tariff fears and political noise has transformed into one of the market’s standout performers, powered by deal making, drug approvals, and breakthrough clinical results. The big question heading into 2026 is simple: can this momentum last?\nThe performance metrics speak volumes. The iShares Biotechnology ETF (NASDAQ:IBB) has climbed 29.51% year to date through December 29, while the State Street SPDR S&P Biotech ETF (NASDAQ:XBI) has done even better with gains around 35.84%. The Nasdaq Biotechnology Index sits at 5,766.59, marking a 34% jump for the year.\nWhat makes these numbers remarkable is the journey behind them. Back in April, biotech ETFs hit rock bottom as investors worried about pharmaceutical tariffs. But XBI has since rocketed 75% higher from those lows, touching prices not seen since 2021. That kind of reversal shows real conviction is returning to the space.\nTrading activity picked up notably in late December, with both professional money managers and individual investors piling in. Many smaller biotech firms started 2025 running on fumes with under a year of cash left, making them prime targets for larger companies looking to expand their pipelines through acquisitions.\nMergers and acquisitions have been the rocket fuel behind this rally. Six of the year’s 10 biggest biopharma deals happened in just the fourth quarter. Johnson & Johnson (NYSE:JNJ) set the tone early by spending $14.6 billion on Intra Cellular Therapies Inc. (NASDAQ:ITCI), signaling that big pharma was ready to write checks.\nThe real fireworks came in the weight loss drug arena. Pfizer Inc. (NYSE:PFE) ended up paying around $10 billion for Metsera in November, more than double the original $4.9 billion asking price after a bidding war. This GLP-1 feeding frenzy marks a shift away from cancer drugs dominating the M&A landscape.\nNovartis AG (NYSE:NVS) dropped $12 billion on Avidity Biosciences Inc. (NASDAQ:RNA), while Merck & Co. Inc. (NYSE:MRK) paid $10 billion for Verona Pharma plc (NASDAQ:VRNA). Analysts expect 2026 to bring even more billion dollar deals, potentially 20 or more.\nHere’s why the deals keep coming: major pharmaceutical companies are sitting on over $1.5 trillion in acquisition firepower, according to Tema ETFs research. With 190 drug patents expiring by 2030, these giants need to refill their pipelines fast or watch revenues crater when generic competition arrives.\nRegulatory wins provided another boost. The FDA greenlit 44 new therapies in 2025, with 26 approvals coming in the second half alone. December saw notable wins including Cytokinetics Incorporated’s (NASDAQ:CYTK) Myqorzo for a heart condition, marking the company’s first approval after 27 years in business. Omeros Corporation (NASDAQ:OMER) scored approval for Yartemlea, breaking new ground in treating a rare transplant complication.\nThe FDA’s supportive stance on cancer and rare disease treatments has helped smooth the approval process. But there’s a catch: the agency cut staff in April, raising questions about whether review timelines might slow down in 2026.\nIndividual companies saw explosive gains tied to trial results. Structure Therapeutics Inc. (NASDAQ:GPCR) more than doubled after its obesity drug showed patients losing over 15% of their weight in trials. Ionis Pharmaceuticals Inc. (NASDAQ:IONS) jumped 120.5% as its pipeline advanced, while Monopar Therapeutics Inc. (NASDAQ:MNPR) soared 185.9% on enthusiasm for its Wilson disease treatment.\nThe 2026 calendar is packed with potential catalysts. EyePoint Pharmaceuticals Inc. (NASDAQ:EYPT) will report results from two major studies on treating vision loss in mid-2026. Eli Lilly and Company (NYSE:LLY) is expected to win approval for its oral GLP-1 pill orforglipron, which crushed its Phase III trials for diabetes and obesity.\nEven after the rally, biotech remains cheap relative to the broader market. The MSCI USA Pharmaceuticals, Biotechnology and Life Sciences Index trades at 15.92 times forward earnings compared to 23.25 times for the overall MSCI USA index as of September. That 15% discount suggests plenty of upside if fundamentals keep improving.\nPortfolio managers see multiple tailwinds converging in 2026. Valuations remain reasonable, cancer drug development continues accelerating, and policy winds appear favorable. Key therapeutic areas getting attention include heart and metabolic diseases, brain disorders, cancer treatments, and immune system drugs. Oral GLP-1 medications will be a major focus as companies race to develop pills that can replace injections.\nArtificial intelligence is reshaping drug discovery too, helping companies predict which treatments will succeed and speeding up development timelines. This technology advantage is making acquisitions more strategic and efficient.\nNot everything is sunshine and rainbows. Political uncertainty lingers, especially around drug pricing policies and regulatory changes. While some companies cut pricing deals to avoid tariffs, nobody knows whether those arrangements will stick long term.\nInterest rates matter too. The Federal Reserve started cutting rates in September 2025, but expectations for more cuts have cooled. Smaller biotech firms that burn cash and need outside funding would love lower rates, though the sector has shown it can thrive regardless.\nBiotech’s year-end surge isn’t just hype. Real catalysts are driving gains: companies are getting bought, drugs are getting approved, and clinical trials are delivering results. As 2026 approaches, the setup looks promising with major trial readouts coming, more deal-making expected, and AI accelerating drug development. The sector bounced 75% from April lows and is sitting 15% cheaper than the broader market despite strong growth prospects. Whether the party continues depends on companies executing their clinical programs, acquirers staying disciplined, and regulators keeping the approval process moving. For investors comfortable with biotech’s volatility, the risk-reward equation heading into 2026 looks increasingly attractive.\nBenzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2600708537","isCrawlerRequest":true}