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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

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

August PDUFA Calendar

Policy & Legal, Research
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

Policy & Legal, Research
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

Policy & Legal, Research
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

Policy & Legal, Research
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

Fundamental, Research
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

Fundamental, Research
Rebranded as Revvity, it aims at becoming a high growth, high margin firm...
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Health Care REITs Poised for Healthy Returns

Health Care REITs Poised for Healthy Returns

Fundamental, Video
The aging US population and increasing healthcare expenditures...
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[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

[CVS, CI, UNH, ELV]: Entrenchment of PBM Overhang with More Bills Expected

Policy & Legal, Research
No relief for PBMs [CVS (CVS), Cigna (CI),...
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May 2023 PDUFA Calendar

May 2023 PDUFA Calendar

Policy & Legal, Research
Delays in approvals due to disrupted work schedules at FDA because of the coronavirus...
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