Insights from Mizuho Americas
-
Category: Trends
Capital Markets Q2 2023 Perspectives: Healthcare in Focus
With a general slowdown in M&A and Capital Markets activity, pharma and biotech are leading the charge with large announced deals, successful acquisition financings and evidence of green shoots seen in the equity capital markets. Hear from our experts on what is driving the sector activity and what we expect for the remainder of the year.
-
Category: Expert Opinions
Equity capital markets – healthcare: 2022 year in review
2022 was a turbulent year for the healthcare and biotech sectors. Mizuho’s Equity Capital Markets team reflects on the macro headwinds, liquidity crunch, and their expectations for 2023.
-
Category: Research
For opportunities in the medtech sector, look for high barriers to entry and disruptive technologies
Investors have historically found the healthcare sector attractive during times of economic uncertainty. After all, we need access to healthcare solutions regardless of macroeconomic conditions. Still, not all healthcare stocks are the same, and Senior Equity Research Analyst Anthony Petrone believes that medtech might offer greater resilience compared to other stocks.
-
Category: Trends
Mizuho Collaborates: the state of life sciences and the implications for real estate
The life sciences market is in flux. What does that mean for real estate? Senior REITs Equity Research Analyst Vikram Malhotra and Senior Biotech Equity Research Analysts Salim Syed and Mara Goldstein sit down to discuss key points from their cross-sector note titled “Mizuho Collaborates, The State of Life Sciences and the Implications for Real Estate.”
-
Category: Research
A Blockbuster Drug, an Innovative Business Model and New Treatments Could Fuel Growth in the Biotech Industry
For investors who have long viewed biotechnology stocks as one of the best sources of long-term growth, new, potential breakthroughs could make the sector even more compelling. Senior Biotechnology Equity Research Analyst Salim Syed looks at three key developments that could help propel the sector for years to come.
-
Category: Research
A Shot in the Arm: COVID-19 Vaccines and Their Impact on the Pharmaceutical Sector
The COVID-19 pandemic has had a significant impact on the pharmaceutical sector, with companies pouring huge amounts of money and resources into treatments and vaccines. Dr. Vamil Divan shares his insights on the direct impacts.
-
Category: Expert Opinions
Why Biotech is Poised for Continued Strength
In the race for a COVID-19 vaccine and amidst uncertain economic times, biotech is holding its own. Read more about the forces shaping the sector’s strength from Jason Fertig and Alex Lim.
-
Category: Expert Opinions
A 2019 Healthcare Market Recap and 2020 Forecast by Mizuho Americas
Mizuho Equity Capital Markets' Mariano Gault gives us a rundown of the healthcare sector in 2019, and why he expects its positive momentum to continue.
-
Category: Research
Managed Care Investors Must Manage the Political Tradewinds
While the fundamentals of the industry look good, Managed Care isn’t immune to the political rhetoric of the day. Equity Analyst Ann Hynes helps us understand the intersection of healthcare stocks and politics.