---
title: "Health Care Up After Defensive Rotation — Health Care Roundup"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/274365026.md"
description: "Health-care stocks increased as traders shifted focus to the sector amid market instability. Eli Lilly announced a $3.5 billion plant for weight-loss drugs in Pennsylvania, while AstraZeneca partnered with CSPC Pharmaceuticals for obesity and diabetes drug rights. Pfizer and Merck saw gains ahead of upcoming earnings, but health insurers faced pressure from proposed Medicare reimbursement rates by the Trump administration."
datetime: "2026-01-30T22:58:49.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/274365026.md)
  - [en](https://longbridge.com/en/news/274365026.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/274365026.md)
---

# Health Care Up After Defensive Rotation — Health Care Roundup

Health-care companies rose as defensive-minded traders rotated into the sector, which is viewed as relatively evergreen.

Precious metals had been the preferred safe haven during recent domestic and geopolitical instability. Traders abruptly fled those investments following the unveiling of former Federal Reserve governor Kevin Warsh as President Trump's Fed nominee. Warsh was a much more conventional and possibly less dovish choice than market participants had anticipated.

Drug giant Eli Lilly unveiled plans to open a $3.5 billion plant to produce weight-loss drugs in Pennsylvania's Lehigh Valley, giving the region an economic shot in the arm.

British drug maker AstraZeneca said it entered into a collaboration agreement with China's CSPC Pharmaceuticals to gain rights to a portfolio of early-stage experimental obesity and diabetes drugs, in a deal potentially valued at billions of dollars.

Pfizer and Merck rose ahead of earnings next week.

Health insurers remained under pressure due to concerns about the Trump administration's proposed rates for Medicare reimbursement.

Write to Rob Curran at rob.curran@dowjones.com

(END) Dow Jones Newswires

January 30, 2026 17:46 ET (22:46 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

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