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Sector: Healthcare
April 2023 PDUFA Calendar
Research, Policy
Disrupted work schedules at FDA result in approval delays...
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Advisory Committee’s Split Decision on Biogen’s Tofersen
Research, Policy
We expect the FDA to grant accelerated approval of Biogen's (BIIB) ALS treatment...
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Mitigation Expectations for Medicare Advantage Rate Notice
Research, Policy
Size of Medicare Advantage mitigation may be less than earlier expectations...
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European Pharma: Top Picks as Growth Slows; New Launches and Core Products are Key
Research, Fundamental
How European Pharma fared versus consensus estimates...
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Glaukos (GKOS): Pipeline Policy Pathway
Research, Policy
Following Glaukos’ (GKOS) earnings report, attention now turns to the regulatory...
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Axonics (AXNX): Competition Coding Questions
Research, Policy
AXNX competitive pressures manageable following AMA disclosure...
Read moreShockwave (SWAV): Volatility Ahead?
Research, Policy
No more than 50% odds to CMS forestalling an implied facility cut of 25%+ for SWAV's IVL procedures...
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Health Care: MedTech Companies Poised for Widening Operating Margins
Research, Fundamental
Recent earnings calls point to supply chain improvements...
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Johnson & Johnson (JNJ): Texas Two-Step Takes a Spill
Research, Legal
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
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ENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring
Research, Policy
Skilled nursing facilities face two key headwinds in ongoing recovery...
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