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Sector by Sector: Mizuho's Key Themes for Investors in 2017
With the first quarter of the year well in motion, it is no surprise that policy, market conditions and technology disruption are affecting a variety of industries, as well as overall investor sentiment.
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Breaking Down Biotech: Despite Trading Near Historical Lows, A Promising Sector for 2017
In November 2016, Mizuho’s Salim Syed initiated coverage of Amgen (AMGN), Celgene (CELG), Biogen (BIIB) and Gilead (GILD), as part of a comprehensive biotech sector initiation report covering all facets of the industry
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Poison Pen: The ACA Executive Order
So much for a slow and smooth transition: immediately upon taking office, President Trump signed an executive order directing his administration to ease the burden of the ACA
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ACA, Hospitals and Investors Face Uncertain 2017
Among the many implications of November’s presidential election, there are few more impactful than those for the healthcare sector
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Infographic: Drug Pricing Survey Results - 2016
We recently surveyed investors and corporates on drug pricing and reimbursement at our 2016 Global Mizuho Investors Conference in New York. Here are the results
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Analysis of Politics & Data: Why You Should NOT Buy Hospitals
When the right answer to the question, "What will happen to the ACA, Medicaid and Medicare?' is we don't and can't know, we see it as dangerous ground for investing
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Mizuho Healthcare Team: Guide to Investing for Election 2016
Mizuho's Healthcare Team has collaborated to update our January work showing that healthcare outperforms post-election when gridlock reigns, and give our joint view of the best ways to play the possible outcomes
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Thought Leaders: Mizuho Healthcare Services Team Questions Whether Companies Have Over-Adjusted Earnings
Are adjusted earnings too adjusted? According to Mizuho, the lines are uncomfortably blurred to say the least
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Has "Adjusted EPS" Become Too Adjusted? The SEC Thinks So
The SEC is more focused on the excessive use of non-GAAP reporting measures given the recent C&DIs on the subject, and so are we