Healthcare
Why There’s No Health Care In the Guild Basic Needs Index
You have probably seen many graphs like the one below, illustrating the inexorable rising cost of healthcare to the American consumer. Given how much healthcare has outstripped the price increases for other categories, how much it has outstripped wage gains, and how important health care is as a necessity of Read more…
Biopharma
Some Likely Winners In the Post-Covid World (Part Two: Healthcare Transformation)
As we noted last week, some of the social and economic changes wrought by the covid pandemic will be enduring and not just transitory. Many companies well-positioned to benefit from these new or newly strengthened themes have seen their stocks outperform in the year so far, and although volatility certainly Read more…
