The US eosinophilic esophagitis market is projected to grow at 13.2% CAGR through 2036, driven by increased disease awareness, standardized diagnostics, and high relapse rates. The market was valued at $647 million in 2025, with emerging therapies from major pharmaceutical companies expected to transform the treatment landscape, including TSLP inhibitors, glucocorticoid receptor agonists, and immunomodulators.

The global atopic dermatitis market is expected to grow from $10.8 billion in 2023 to $26.2 billion by 2033, driven by seven late-stage pipeline agents, expanded treatment options across demographics, and high treatment rates in key markets. The market will grow at a CAGR of 9.3% over the forecast period.

Martin Capital Partners completely exited its Robert Half position by selling 158,652 shares worth approximately $4.5 million. The decision comes as Robert Half shares have declined 44.6% over the past year due to headwinds in the staffing sector, including a cooling labor market and slower corporate hiring. Martin Capital's portfolio now focuses on dividend-paying stalwarts like Amgen, Chevron, and Johnson & Johnson.

President Trump signed an executive order imposing 100% tariffs on imported pharmaceuticals, with 13 drug companies already exempt through Most Favored Nation (MFN) pricing agreements. Companies that signed deals and committed to U.S. manufacturing face 0% tariffs through 2029, while non-signatories face the full 100% levy starting July 31. The tariff threat has triggered over $150 billion in domestic manufacturing investments from deal-signing companies.

As tech stocks decline and recession fears grow, investors are rotating into defensive healthcare stocks. AbbVie and Amgen are recommended as stable dividend-paying pharmaceutical companies with strong product portfolios and reliable dividend histories that can weather economic downturns.

U.S. stock markets opened sharply lower on April 2, 2026, amid Iran conflict concerns and Tesla's disappointing delivery report, but recovered to near breakeven by midday. Oil prices surged 10% following Trump's Wednesday address, though reports of Iran-Oman negotiations on Strait of Hormuz traffic helped stabilize stocks. Tesla's first-quarter deliveries fell short of expectations, while healthcare stocks declined on tariff concerns.

The Trump administration is preparing to announce 100% tariffs on pharmaceutical companies that haven't secured pricing deals with the White House, potentially as soon as Thursday. The tariffs stem from a Section 232 investigation citing national security grounds. Major drugmakers including Pfizer, Eli Lilly, AstraZeneca, Novo Nordisk, and Johnson & Johnson have already secured three-year reprieves by agreeing to most-favored-nation pricing. The tariff threat is part of a broader pricing strategy that includes the TrumpRx.gov platform for comparing discounted drug prices.

Ardelyx, Inc. announced the appointment of Dr. Rajani Dinavahi as Chief Medical Officer. Dr. Dinavahi brings over two decades of healthcare and biotechnology experience, including leadership roles at Atara Biotherapeutics and Amgen. She will lead medical capabilities and pipeline advancement for the commercial-stage biopharmaceutical company.

The FDA has issued a warning about serious and potentially fatal liver injuries associated with Amgen's Tavneos (avacopan), a drug used to treat severe active ANCA-associated vasculitis. Postmarketing data through October 2024 identified 76 cases of drug-induced liver injury, including 8 deaths and 7 cases of vanishing bile duct syndrome. The median time to onset of liver injury was 46 days after treatment initiation.

Teva Pharmaceutical announced FDA approval of PONLIMSI (denosumab-adet), a biosimilar to Prolia for treating osteoporosis and related bone conditions across all indications. Additionally, the company's proposed biosimilar candidate to Xolair (omalizumab) for allergic asthma and other conditions received filing acceptance from both the U.S. FDA and European EMA. These milestones advance Teva's Pivot to Growth strategy and expand its biosimilars portfolio.

Teva Pharmaceutical announced FDA approval of PONLIMSI (denosumab-adet) biosimilar for treating various bone diseases, and acceptance of regulatory filings for an omalizumab biosimilar candidate by both FDA and EMA. These milestones represent significant progress in Teva's 'Pivot to Growth' strategy to establish itself as a leading biopharmaceutical company with a competitive biosimilar portfolio.

Teva Pharmaceutical announced FDA approval of PONLIMSI (denosumab-adet), a biosimilar to Prolia for treating various bone diseases, and acceptance of regulatory filings for its omalizumab biosimilar candidate to Xolair by both FDA and EMA. These approvals represent significant progress in Teva's 'Pivot to Growth' strategy to expand its biosimilar portfolio.