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Life Science Tools and Services: Time to Be Selective Amid a Challenging H2 2023

Life Science Tools and Services: Time to Be Selective Amid a Challenging H2 2023

Research, Video, Fundamental
During Q2, several companies operating in the Life Science Tools and Services (LSTS) industry...
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MedTech: Near-term Threat of GLP-1 Agonists is Overblown

MedTech: Near-term Threat of GLP-1 Agonists is Overblown

Research, Fundamental
The market is concerned weight loss drugs (GLP-1 agonists) will...
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Life Science Tools and Services: Time to Be Selective Amid a Challenging H2 2023

Life Science Tools and Services: Time to Be Selective Amid a Challenging H2 2023

Research, Fundamental
Several Life Science Tools and Services (LSTS) companies had a tough Q2, negatively...
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Implications of the Medicare Price Negotiations Announcement for BMY and JNJ

Implications of the Medicare Price Negotiations Announcement for BMY and JNJ

Research, Fundamental
The Centers for Medicare & Medicaid Services (CMS) released a list...
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August PDUFA Calendar

August PDUFA Calendar

Research, Policy
August will be a busy month for FDA approvals with unofficially 22 applications...
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Shockwave (SWAV): No Higher Rates For Now

Shockwave (SWAV): No Higher Rates For Now

Research, Policy
In omitting any narrative discussion of Shockwave’s (SWAV) coronary lithotripsy device..
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FDA Action on Aspartame Unlikely

FDA Action on Aspartame Unlikely

Research, Policy
Recent reports that the World Health Organization (WHO) will reclassify aspartame...
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[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

Research, Policy
The House Education and Workforce Committee markup of four healthcare bills and the reported...
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European Health Care Equipment & Services: Receding Headwinds

European Health Care Equipment & Services: Receding Headwinds

Research, Fundamental
We see easing headwinds for the European Health Care Equipment & Services industry...
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Revvity: Revitalized for Stronger Growth

Revvity: Revitalized for Stronger Growth

Research, Fundamental
Rebranded as Revvity, it aims at becoming a high growth, high margin firm...
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