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What the election holds for healthcare
This election is pivotal for healthcare, with key policies like the Affordable Care Act and Medicare Advantage at stake. Ann Hynes, Senior Healthcare Equity Research Analyst, dissects how the outcome could affect her sector.
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The analyst: devices on a diet - will GLPs shrink the medtech space?
GLP weight loss medications may soon reshape treatment pathways for a variety of diseases. The potential is so great, in fact, that GLP-1s are causing the most severe, sector-specific correction in the medtech space since COVID-19. Anthony Petrone, Senior Medical Devices, Diagnostics and Therapeutics Equity Research Analyst discusses this dislocation and how you should navigate the current cycle.
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Capital Markets Q2 2023 Perspectives: Healthcare in Focus
With a general slowdown in M&A and Capital Markets activity, pharma and biotech are leading the charge with large announced deals, successful acquisition financings and evidence of green shoots seen in the equity capital markets. Hear from our experts on what is driving the sector activity and what we expect for the remainder of the year.
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Opportunity for biotech firms as a new age of neuro drugs accelerates
An increasing number of companies are developing treatments for neurodegenerative disorders and their symptoms – many of which are showing promising data. The positive outlook could be an emerging opportunity for investors to target smaller drug makers. Graig Suvannavejh, Senior US Healthcare Equity Research Analyst examines how the new age of neuro drug development is creating a major pathway for investors.
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Mizuho Collaborates: The Evolution of Life Sciences and the Impact on REITs
Members of Mizuho's Biotech, Healthcare, and REITs Equity Research teams are back for another edition of Mizuho Collaborates, where they discuss the latest developments at the intersection of life sciences and real estate.
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What is ahead for healthcare investing in 2023?
Last year, economic concerns drove investors to some of the most defensive stocks in healthcare research and services, including managed care organizations. But Senior US Healthcare Analyst Ann Hynes expects the tide to turn in 2023, with last year’s laggards poised to lead.
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Equity capital markets – healthcare: 2022 year in review
2022 was a turbulent year for the healthcare and biotech sectors. Mizuho’s Equity Capital Markets team reflects on the macro headwinds, liquidity crunch, and their expectations for 2023.
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For opportunities in the medtech sector, look for high barriers to entry and disruptive technologies
Investors have historically found the healthcare sector attractive during times of economic uncertainty. After all, we need access to healthcare solutions regardless of macroeconomic conditions. Still, not all healthcare stocks are the same, and Senior Equity Research Analyst Anthony Petrone believes that medtech might offer greater resilience compared to other stocks.
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Mizuho Collaborates: the state of life sciences and the implications for real estate
The life sciences market is in flux. What does that mean for real estate? Senior REITs Equity Research Analyst Vikram Malhotra and Senior Biotech Equity Research Analysts Salim Syed and Mara Goldstein sit down to discuss key points from their cross-sector note titled “Mizuho Collaborates, The State of Life Sciences and the Implications for Real Estate.”