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Tailwinds Forming for Health Care

July 7, 2026

ClearBridge Investments · Tailwinds Forming for Health Care 

Health care analysts Marshall Gordon, Brittany Henderson and Nick Wu explain how improved biopharma funding is proving beneficial to contract research organizations and life science tools companies. They also discuss how, with pricing issues resolved, patent expirations are expected to separate pharmaceutical stocks going forward while utilization trends are having varied impacts across the health care sector. 

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  • Past performance is no guarantee of future results. Copyright © 2026 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC  nor its information providers are responsible for any damages or losses arising from any use of this information.

  • Performance source: Internal. Benchmark source: Standard & Poor's.

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