Schwab Highlights $1 Trillion Threat to Healthcare Sector from Medicaid Cuts and Patent Expirations
Healthcare stocks rebounded in 2025 due to improved earnings and AI enthusiasm, but Schwab warns that federal Medicaid cuts and a $300 billion drug patent cliff could disrupt growth. These structural pressures may challenge the sector's recent gains and affect profitability and access to care.
Topics: AI in Health Care Drug Patent Expirations Earnings Outlook Health Care Sector Medicaid Cuts