Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
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Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
These healthcare subsectors offer an attractive combination of long-term growth drivers at below-average valuations.
Hear how advances in drug development, patient outcomes, and other trends are impacting the investment outlook for healthcare.
The stocks of inflammation and immunology (I&I) focused companies have outperformed in 2023 and could continue to deliver in the years ahead.
Performance in the sector has split between companies with positive clinical data and those without.
Attractive valuations and innovation are adding to the sector’s long-term appeal.
How innovation, secular tailwinds – even regulation – are driving growth in the sector.
Why attractive valuations and new growth opportunities make healthcare worthy of another look by investors.
New weight-loss medications could dramatically improve patient health – with big implications for the healthcare sector.
A new approach to treating diabetes could lead to weight loss and cardiovascular benefits, unlocking the potential for significant growth.