On December 13th, Obama signed into law the 21st Century Cures Act. It enacts significant investments for innovative technologies and research to positively impact patients… undoubtedly through some of the healthcare companies in our portfolio and the many others we…continue reading →
With less than two weeks to go in 2016, there are some clear-cut winners in healthcare and some pretty dismal performances as well. The two benchmarks we watch carefully are the S&P 500 and the S&P 500 Healthcare sector as…continue reading →
Around this time each year, the pundits offer their “lists” of predictions or trends to watch for in the upcoming year. We all like to look at lists, mostly because they are short, sometimes fun, and on rare occasion may…continue reading →
As the end of the year draws near, we pause to reflect on major events impacting the healthcare sector and its investors... in 2016 and going forward. Our top ten, in no particular order: Epipen—Perhaps the biggest splash of the…continue reading →
In Sickness & Wealth
Sometimes we fail to deliver better healthcare, not because a treatment doesn’t exist or science can’t develop one, but because it can’t survive the logistics of access, delivery, and sustainability. Good business is investing in activities that can achieve both... In Sickness and Wealth... as we explore innovative companies and how they deliver value.
David Lerman / Jodie Warner - Editors