Insights from Mizuho Americas
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Category: Research
Healthcare Services: Analysis of New Data & Politics - The Battle of Long vs. Short
With new 2016 AHD volume data in hand, we built and analyzed a same store hospital data set from 2013 through 2016 and did a deep dive into those volume trends.
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Category: Research
Amazon Potential Entry Into Pharmacy Market Not as Scary as it Sounds
We would be buyers of CVS and WBA on today’s weakness related to a press report that AMZN is considering entering the pharmacy market
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Category: Trends
With AHCA in the Balance, Healthcare Sector Remains Conflicted
After much ado about healthcare reform, the Trump administration and Republican-majority House of Representatives voted through the American Health Care Act of 2017 (AHCA) in early May, despite the initial legislative defeat weeks prior
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Category: Research
UC Irvine Recap: The Price of Trump
The UC Irvine HC Forecast Conference is usually a must-attend event for us, but this year even more so
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Category: Expert Opinions
Sector by Sector: Mizuho's Key Themes for Investors in 2017
With the first quarter of the year well in motion, it is no surprise that policy, market conditions and technology disruption are affecting a variety of industries, as well as overall investor sentiment.
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Category: Trends
Breaking Down Biotech: Despite Trading Near Historical Lows, A Promising Sector for 2017
In November 2016, Mizuho’s Salim Syed initiated coverage of Amgen (AMGN), Celgene (CELG), Biogen (BIIB) and Gilead (GILD), as part of a comprehensive biotech sector initiation report covering all facets of the industry
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Category: Research
Poison Pen: The ACA Executive Order
So much for a slow and smooth transition: immediately upon taking office, President Trump signed an executive order directing his administration to ease the burden of the ACA
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Category: Trends
ACA, Hospitals and Investors Face Uncertain 2017
Among the many implications of November’s presidential election, there are few more impactful than those for the healthcare sector
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Category: Trends
Infographic: Drug Pricing Survey Results - 2016
We recently surveyed investors and corporates on drug pricing and reimbursement at our 2016 Global Mizuho Investors Conference in New York. Here are the results