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Sector: Healthcare
MedTech: Near-term Threat of GLP-1 Agonists is Overblown
Fundamental, Research
The market is concerned weight loss drugs (GLP-1 agonists) will...
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Life Science Tools and Services: Time to Be Selective Amid a Challenging H2 2023
Fundamental, Research
Several Life Science Tools and Services (LSTS) companies had a tough Q2, negatively...
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Implications of the Medicare Price Negotiations Announcement for BMY and JNJ
Fundamental, Research
The Centers for Medicare & Medicaid Services (CMS) released a list...
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August PDUFA Calendar
Policy & Legal, Research
August will be a busy month for FDA approvals with unofficially 22 applications...
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Shockwave (SWAV): No Higher Rates For Now
Policy & Legal, Research
In omitting any narrative discussion of Shockwave’s (SWAV) coronary lithotripsy device..
Read moreFDA Action on Aspartame Unlikely
Policy & Legal, Research
Recent reports that the World Health Organization (WHO) will reclassify aspartame...
Read more![[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns](/wp-content/uploads-webpc/uploads/2023/08/Health-care-medical-Thumbnail.png.webp)
[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns
Policy & Legal, Research
The House Education and Workforce Committee markup of four healthcare bills and the reported...
Read moreEuropean Health Care Equipment & Services: Receding Headwinds
Fundamental, Research
We see easing headwinds for the European Health Care Equipment & Services industry...
Read moreRevvity: Revitalized for Stronger Growth
Fundamental, Research
Rebranded as Revvity, it aims at becoming a high growth, high margin firm...
Read moreHealth Care REITs Poised for Healthy Returns
Fundamental, Video
The aging US population and increasing healthcare expenditures...
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