Trump’s Vaccine-Schedule Overhaul Threatens Big Pharma and Biotech, While Financials May Prove More Resilient

President Trump has posted a new announcement on Truth Social, the social media platform. He wrote:

“Today, the Trump Administration is proud to announce the United States of America’s updated Childhood Vaccination Schedule. This Schedule is rooted in the Gold Standard of Science, and widely agreed upon by Scientists and Experts all over the World. Effective today, America will no longer require 72 “jabs” for our beautiful, healthy children. We are moving to a far more reasonable Schedule, where all children will only be recommended to receive Vaccinations for 11 of the most serious and dangerous diseases. Parents can still choose to give their children all of the Vaccinations, if they wish, and they will still be covered by insurance. However, this updated Schedule finally aligns the United States with other Developed Nations around the World. Congratulations to HHS Secretary Bobby Kennedy, CDC Acting Director Jim O’Neil, FDA Commissioner Marty Makary, CMS Administrator Dr. Oz, NIH Director Jay Bhattacharya, and all of the Medical Experts and Professionals who worked very hard to make this happen. Many Americans, especially the “MAHA Moms,” have been praying for these COMMON SENSE reforms for many years. Thank you for your attention to this matter!

DONALD J. TRUMP
PRESIDENT OF THE UNITED STATES OF AMERICA”

How Will Trump’s Statement Affect the Stock Market?

This latest post has the potential to affect the stock market. That’s because Trump’s proposed cutback in recommended childhood vaccines could pressure revenue expectations for major vaccine makers like Johnson & Johnson, Pfizer, and Moderna, likely weighing on their shares and broader health-care ETFs such as XLV and VHT, as well as biotech-focused IBB. Health-care sector funds might see heightened volatility as investors reassess long-term vaccine-demand assumptions and regulatory risk, while financial-sector ETFs (XLF, KRE, VFH) would probably be less directly affected, moving mainly in response to any broad risk-on/risk-off shift in the overall market. If markets interpret the policy as part of a wider deregulatory or populist agenda, it could modestly benefit financial stocks relative to health-care and biotech names due to sector rotation.

Here are some of the stocks that might be affected:
Johnson & Johnson ((JNJ)),
Pfizer Inc ((PFE)),
Financial Select Sector SPDR Fund ((XLF)),
Health Care Select Sector SPDR Fund ((XLV)),
SPDR S&P Regional Banking ETF ((KRE)),
Vanguard Financials ETF ((VFH)),
Vanguard Health Care ETF ((VHT)),
iShares Biotechnology ETF ((IBB)),
Moderna ((MRNA)).