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Sector: Healthcare
Implications of the Medicare Price Negotiations Announcement for BMY and JNJ
Fundamental, Research
The Centers for Medicare & Medicaid Services (CMS) released a list...
Read moreAugust PDUFA Calendar
Policy & Legal, Research
August will be a busy month for FDA approvals with unofficially 22 applications...
Read moreShockwave (SWAV): No Higher Rates For Now
Policy & Legal, Research
In omitting any narrative discussion of Shockwave’s (SWAV) coronary lithotripsy device..
Read moreFDA Action on Aspartame Unlikely
Policy & Legal, Research
Recent reports that the World Health Organization (WHO) will reclassify aspartame...
Read more[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns
Policy & Legal, Research
The House Education and Workforce Committee markup of four healthcare bills and the reported...
Read moreEuropean Health Care Equipment & Services: Receding Headwinds
Fundamental, Research
We see easing headwinds for the European Health Care Equipment & Services industry...
Read moreRevvity: Revitalized for Stronger Growth
Fundamental, Research
Rebranded as Revvity, it aims at becoming a high growth, high margin firm...
Read moreHealth Care REITs Poised for Healthy Returns
Fundamental, Video
The aging US population and increasing healthcare expenditures...
Read more[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected
Policy & Legal, Research
No relief for PBMs [CVS (CVS), Cigna (CI),...
Read moreMay 2023 PDUFA Calendar
Policy & Legal, Research
Delays in approvals due to disrupted work schedules at FDA because of the coronavirus...
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