Julius Baer analysts say Democratic control of both the US House and Senate after the midterms could ease a policy headwind for Swiss drugmakers by increasing scrutiny of Trump-era international drug-pricing agreements, reducing the likelihood those

2026-11-04

Julius Baer analysts say Democratic control of both the US House and Senate after the midterms could ease a policy headwind for Swiss drugmakers by increasing scrutiny of Trump-era international drug-pricing agreements, reducing the likelihood those deals are enacted into law. They caution, however, that Democrats’ focus on lowering prescription drug costs limits the case for broad optimism across the sector.