Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.
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Why health care could be well positioned to offer both defense against market volatility and opportunities for long-term growth.
Why we believe the biopharma industry should be able to adapt to drug pricing changes.
Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.
Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?
For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.
Why the beaten-down biotechnology sector may be worth another look.
Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.