No Pain, Potential for Lots of Gain for Pfizer, Lilly, and Regeneron
The history of pain drugs that target nerve growth factor has been a roller-coaster ride for drug developers and investors. In 2010, expectations...
304 Views
Healthcare Observer:Â Orthopedic Innovation Beyond Large Joint Market Fuels Long-Term Growth
Over the next decade, we expect orthopedic innovation in extremities, robotics, and 3-D printing to be key drivers of growth as fee-for-value...
353 Views
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
Quiddity Leaderboard SP500/600 Jun26 Rebal: One Intra-Review ADD Imminent as M&A Deal Nears Close
We expect 1 spinoff change to SP500/600 imminently, one M&A change to SP500, then two changes in the June 2026 rebalance. There could be two other...
403 Views
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...
488 Views