MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
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No Trump Cards for This Risk
This Insight is an update from Generic Drug Antitrust Inquiry: A Primer. Several generic drug companies caught up in government investigations into...
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Generic Drug Antitrust Inquiry: A Primer
Recent news stories reporting looming criminal antitrust charges against certain generic drug companies (and possibly executives) are wighing on...
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Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
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Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act
Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition...
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