Low Odds of U.S. Drug Pricing Reforms Create Favorable Valuations
Democratic presidential candidates' potential drug policy reforms have pressured drug stocks, and ongoing political campaigns are likely to...
1.7k Views
California Complicated for Health Insurance Mergers
Accelerating consolidation among health insurers has complicated the regulatory landscape for the Cigna-Anthem and Humana-Aetna mergers, which must...
341 Views
Investing in the Internet of Things (IoT)
In today's digitized world, everything is connected and  'smart' - our phones are packed with ever more functionality, we can surf the net directly...
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Healthcare Observer: As Long-Term Patent Exposure Ebbs, Innovation in Big Pharma Pipelines Support
Pipeline innovation outpacing patent losses represents a core element of the wide moat ratings for most of the Big Pharma firms. Slowing patent...
427 Views
Morningstar Healthcare Observer: Biotech Industry Undervalued
The median price/fair value in our biotech universe is 0.87, and in late September valuations fell to their cheapest levels since 2011. While this...
404 Views