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Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
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.
Understanding the Impact of Delta
The highly infectious variant of COVID-19 has led to rising case numbers, but we explain why a return to normalcy is still within striking distance.
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.
Innovation, Low Valuations Tailwinds for Health Care
Underperforming the broad market for the first half of 2021, health care now offers attractive valuations and significant growth potential, thanks to innovation.
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.
Vaccines Prove Their Worth for Global Health Care
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.
Access to Medicine: The Need for Innovation, Partnerships and Data Capture
How pharmaceutical companies are addressing the issue of inequitable access to medicine.
Health care’s innovation shifts into high gear
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.