Due to vaccines, remedies, and preventive measures, the Covid disaster has eased, even when the pernicious virus persists. The pandemic’s evolution provides healthcare firms an opportunity to deal with different points, together with drug-patent expirations, pricing pressures, regulatory modifications, and deal making. For traders, a bear market in shares provides one other wrinkle—and a possibility to snap up shares of the business’s most promising firms on a budget.
This yr, Barron’s annual healthcare roundtable focuses on rising themes throughout the business, from the power to “interrogate” biology with computational instruments to the evolution of value-based care. The challenges are many, however the information is sweet, not just for modern biotech and cash-rich pharmaceutical firms, but in addition for nimble managed-care suppliers and purveyors of much-needed medical units and life-sciences instruments.
