Janus Henderson Blog
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Amid Volatility, Health Care’s Appeal Grows
The sector could offer defense, as well as opportunities for long-term gains, in today’s uncertain financial markets.
Opportunities in Health Care in 2022
COVID-19 has had an outsize influence on health care stocks. With the pandemic hopefully retreating, what’s next for the sector?
Unlocking Value in Health Care Stocks
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of health care a boost in 2022.
Despite Sell-Off, Health Care Fundamentals Appear Strong
Attractive valuations, continued innovation and an uptick in mergers and acquisitions could help lift the sector.
Drug-Pricing Reform an Uphill Battle
Why the push for government-negotiated drug prices could prove to be a Sisyphean task.
Beating the Biotech Blues
The sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.
The Affordable Care Act Lives On
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the U.S.
Biopharma’s Targeted Approach to Growth
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
Making Sense of COVID-19 Vaccine IP Waivers
Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.