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Gene Therapy: Will it Unlock Miracle Cures? A Q&A with Analyst Difei Yang
Our therapeutic biotechnology analyst Difei Yang talks about exciting advances in gene therapy that piqued her recent desire to cover the field for investors.
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Washington Gridlock: Good for Healthcare Stocks?
Mizuho's Senior Healthcare Services Equity Analyst finds a correlation between S&P 500 healthcare indices and Washington gridlock.
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The State of Alzheimer’s: A Q&A with Salim Syed
In this Q&A, our Biotech Analyst Salim Syed shares his perspective on the state of Alzheimer’s, the results of a clinic trial for BAN2401, and the ups and downs of developing drugs to treat this degenerative disease.
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The Healthcare Makeover: Is Evolution or Amazon the Catalyst?
For months, there has been speculation that Amazon is about to enter into the pharmacy business. Ann Hynes, Mizuho Healthcare Services Analyst, thinks differently.
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UnitedHealth: Just Getting Started - Raising PT to $235
UNH Management says that growth is 'just getting started' in key segments and they're taking a 'fresh focus at costs to drive better product price points'.
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Healthcare Services: Analysis of New Data & Politics - The Battle of Long vs. Short
With new 2016 AHD volume data in hand, we built and analyzed a same store hospital data set from 2013 through 2016 and did a deep dive into those volume trends.
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Amazon Potential Entry Into Pharmacy Market Not as Scary as it Sounds
We would be buyers of CVS and WBA on today’s weakness related to a press report that AMZN is considering entering the pharmacy market
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With AHCA in the Balance, Healthcare Sector Remains Conflicted
After much ado about healthcare reform, the Trump administration and Republican-majority House of Representatives voted through the American Health Care Act of 2017 (AHCA) in early May, despite the initial legislative defeat weeks prior
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UC Irvine Recap: The Price of Trump
The UC Irvine HC Forecast Conference is usually a must-attend event for us, but this year even more so