Healthcare Observer: 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...
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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...
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View on Device Test to Drive Baxalta-Shire Deal
Renowned tax expert Robert Willens tells CTFN that there are few examples of a company being acquired as soon after a spin-off as Shire's proposal...
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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...
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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...
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