There are noticeable recoveries. Just in the health care sector, the DRG index is outperforming the overall market, and Pfizer is the largest component. Clearly, there's something favorable happening in that group, but it's not the only one.
There is a headline concern with some of these larger companies, but the overall reports have still been very good. In many cases, investors don't care about the details unless they see it show up in the end.