Josh Nathan-Kazis

New York

Reporter at Barron's

Covering healthcare companies for Barron's. Opinions my own. Subscribe for updates: https://t.co/CKk7YBnxNM

Articles

Teva Will Hike Generic Drug Prices If Trump Imposes Tariffs, CEO Says

6 days ago | barrons.com | Josh Nathan-Kazis

If President Donald Trump imposes drug tariffs that affect the cheap generic medicines Teva Pharmaceutical Industries makes, the company’s CEO says he’ll have no choice but to raise their prices. “Ultimately, you would pass that cost on to the purchaser,” Richard Francis, the company’s CEO, told Barron’s on Wednesday, shortly after Teva reported first-quarter earnings that beat expectations and raised its full-year guidance. “That’s pretty much standard.
Novo Nordisk Stock Jumps After Earnings. It Cuts Guidance as Weight-Loss Drug Sales Slow.

1 week ago | finance.yahoo.com | Josh Nathan-Kazis

The Danish drugmaker now expects sales growth between 13% and 21%, down from a previous range of 16% to 24%.
Moderna, Pharma Stocks Fall as FDA Names Industry Critic as Top Vaccine Regulator

1 week ago | barrons.com | Josh Nathan-Kazis

Biotech and pharmaceutical stocks were sliding Tuesday afternoon as the Food and Drug Administration named Dr. Vinay Prasad, a critic of FDA policy and the U.S. Covid-19 response, as its top vaccine regulator. Prasad has been harshly critical of the drug industry, and condemned his predecessor, Dr. Peter Marks, as too friendly with drugmakers. Prasad’s appointment seemed to snap a brief run of gains for the biotech sector.
UnitedHealth’s Stock Is Ailing. A Bigger Business Hasn’t Helped.

1 week ago | barrons.com | Josh Nathan-Kazis

UnitedHealth Group dominates the U.S. healthcare system, and it keeps getting bigger. But the company’s market value is trending in the opposite direction.
Moderna Earnings Top Estimates. Why the Stock Is Dropping.

1 week ago | barrons.com | Josh Nathan-Kazis |Adam Clark

Moderna laid out plans Thursday to slash future costs in an effort to stop bleeding cash, but a worsening political environment for vaccine companies is making its plan a tough sell.
Eli Lilly Earnings Beat Expectations. Why the Stock Is Falling.

1 week ago | barrons.com | Josh Nathan-Kazis |Elsa Ohlen

Eli Lilly’s first quarter was a bit better than Wall Street had anticipated, but it wasn’t enough for traders on Thursday morning, and the stock fell as Novo Nordisk ramped up efforts to claw back weight-loss market share.
Trump Says Drug Tariffs Are Coming. Big Pharma Execs Can’t Figure Out How Much to Worry.

1 week ago | barrons.com | Josh Nathan-Kazis

As D-Day for drug tariffs ticks closer, the pharmaceutical industry doesn’t know what to think.
Humana Earnings Beat Expectations. The Stock Is Flat.

1 week ago | barrons.com | Josh Nathan-Kazis |George Glover

Humana shares were climbing on Wednesday morning after a sunny financial report took investors by surprise. After UnitedHealth Group’s disastrous first-quarter readout earlier this month, investors had every reason to expect a similarly grim report from Humana. Both companies are major providers of Medicare Advantage plans, and UnitedHealth had largely blamed its Medicare Advantage business for its first-quarter problems.
Cigna’s Earnings Are Friday. Here’s What to Expect.

1 week ago | barrons.com | Josh Nathan-Kazis

When Cigna discloses its first-quarter financial results on Friday morning, investors will be looking to see whether it goes the way of UnitedHealth Group on the one hand, or CVS Health on the other. Cigna is the last big health insurer to report how its business fared during the first quarter. Its announcement comes after a few weeks of wild swings in the managed-care industry.
CVS Stock Surges on Blowout Earnings, Guidance Hike

1 week ago | barrons.com | Josh Nathan-Kazis |Elsa Ohlen

The news keeps getting better for CVS Health, which continued its hot streak Thursday after a blockbuster first quarter earnings report that saw all three of its divisions crush Wall Street expectations. The stock was up 6.4% at midday, as 2024’s disastrous performance feels increasingly like last year’s news. CVS has been the hottest healthcare stock in the S&P 500, gaining nearly 50% so far this year as of Wednesday’s close. It’s now up almost 60% in 2025.