European Pharma Stocks' Underperformance Shouldn't Last

Dow Jones07-17 22:13

1413 GMT - European pharma stocks are lagging behind the broader market, but the sector should benefit as investors start to look for trades beyond big tech, Intron Health's Naresh Chouhan and Dominic Rose say in a research note. This year's underperformance came after pricing deals with the Trump administration at the end of last year boosted the sector, Intron says. "We do not believe investors have fallen out of love with pharma, it is just that many believe the sector is up with events for now," the analysts say. Upcoming strategy updates from companies like GSK, Novo Nordisk and Roche, and potential gains from AI should help pharma stocks, they add. Intron says it favors UCB, AstraZeneca, Roche and Novartis in the near term. The Stoxx Europe 600 Health Care index rises 0.3%. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

July 17, 2026 10:13 ET (14:13 GMT)

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This year's underperformance came after pricing deals with the Trump administration at the end of last year boosted the sector, Intron says. \"We do not believe investors have fallen out of love with pharma, it is just that many believe the sector is up with events for now,\" the analysts say. Upcoming strategy updates from companies like GSK, <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a> and Roche, and potential gains from AI should help pharma stocks, they add. Intron says it favors UCB, AstraZeneca, Roche and Novartis in the near term. The Stoxx Europe 600 Health Care index rises 0.3%. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 17, 2026 10:13 ET (14:13 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>European Pharma Stocks' Underperformance Shouldn't Last</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\">\nEuropean Pharma Stocks' Underperformance Shouldn't Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-17 22:13</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1413 GMT - European pharma stocks are lagging behind the broader market, but the sector should benefit as investors start to look for trades beyond big tech, Intron Health's Naresh Chouhan and Dominic Rose say in a research note. This year's underperformance came after pricing deals with the Trump administration at the end of last year boosted the sector, Intron says. \"We do not believe investors have fallen out of love with pharma, it is just that many believe the sector is up with events for now,\" the analysts say. Upcoming strategy updates from companies like GSK, <a href=\"https://laohu8.com/S/NVO\">Novo Nordisk</a> and Roche, and potential gains from AI should help pharma stocks, they add. Intron says it favors UCB, AstraZeneca, Roche and Novartis in the near term. The Stoxx Europe 600 Health Care index rises 0.3%. (adria.calatayud@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 17, 2026 10:13 ET (14:13 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0029864427.USD","symbol_name":"TEMPLETON GLOBAL \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2652286740","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2652286740","pubTimestamp":1784297580,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1413 GMT - European pharma stocks are lagging behind the broader market, but the sector should benefit as investors start to look for trades beyond big tech, Intron Health's Naresh Chouhan and Dominic Rose say in a research note. 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This year's underperformance came after pricing deals with the Trump administration at the end of last year boosted the sector, Intron says. \"We do not believe investors have fallen out of love with pharma, it is just that many believe the sector is up with events for now,\" the analysts say. Upcoming strategy updates from companies like GSK, Novo Nordisk and Roche, and potential gains from AI should help pharma stocks, they add. Intron says it favors UCB, AstraZeneca, Roche and Novartis in the near term. The Stoxx Europe 600 Health Care index rises 0.3%. 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