Biosimilar Battlefield: U.S. Humira Pushed to 2023
We are updating our market model to reflect the patent litigation settlement between Amgen Inc (AMGN US) and Abbvie Inc (ABBV US) , the...
661 Views
U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
563 Views
US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
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AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...
695 Views
Trump Health Effect: What Is Next for the Consumer Health Industry Under Trump's Leadership?
While the US consumer health industry will remain a strong centre for investment, development and technology innovation in 2017 and is expected to...
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