Research Unplugged: The State of Biopharma in 2H26: A Discussion on Macro, Policy and Micro Variables

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Research Unplugged: The State of Biopharma in 2H26: A Discussion on Macro, Policy and Micro Variables

Equity Research

20 July 2026 | 5:36PM EDT

Research Unplugged: The State of Biopharma in 2H26: A Discussion on

Macro, Policy and Micro Variables

Chris Hussey

+1(212)902-7564 |

chris.hussey@gs.com

Goldman Sachs & Co. LLC

Visit the GS Research portal to listen to the podcast > Sarah Herr

+1(212)357-0094 | sarah.herr@gs.com

Salveen Richter, CFA

In this podcast, we listen in as our BioPharma stock analysts, Salveen Richter, Asad +1(212)934-4204 |

salveen.richter@gs.com

Haider, James Quigley, and Rajan Sharma join an array of our economists and Goldman Sachs & Co. LLC

strategists, including Joseph Briggs, Alec Phillips, and Ben Snider, as they discuss how Asad Haider, CFA

Healthcare is positioned amidst policy shifts, drug pricing debates, and new +1(212)902-0691Goldman Sachs & Co.| asad.haider@gs.comLLC

treatments for a range of diseases — all taking place in the ongoing shadow of the AI James Quigley

trade and ahead of 2Q26 results. +44(20)7051-3800james.quigley@gs.com|

Goldman Sachs International

Please reach out to your GS rep for the slide presentation. See below for the full list of topics Rajan Sharma

and speakers; approximate start times are in parentheses. +44(20)7051-7995rajan.sharma@gs.com|

Joseph Briggs

Speakers: +1(212)902-2163 |

joseph.briggs@gs.com

n Salveen Richter – US Biotechnology Analyst Goldman Sachs & Co. LLC

Alec Phillipsn Asad Haider – US Pharmaceuticals Analyst +1(202)637-3746 | alec.phillips@gs.com

n James Quigley – EU Pharmaceuticals Analyst

Ben Snider

+1(212)357-1744 | ben.snider@gs.com

n Rajan Sharma – EU Pharmaceuticals Analyst Goldman Sachs & Co. LLC

n Joseph Briggs – Senior Global Economist

n Alec Phillips – Chief US Political Economist