Being recently in and out of hospitals/nursing homes, I am a very strong bull on Healthcare/research stocks. People are living longer (because of new drugs/treatments)and will spend ANYTHING to feel/look better. Which ones I am not sure (I purchased two different funds), but I definitly think this is an area to be in for a medium term view.
One of the key issues (risks) to consider in healthcare is who is going to pay for the services that each of us can safely forecast the increasing need for.
For example, the coated stent makers have had a double whammy--one was a change in the reimbursement rates, and second was the "research" that cast aspersions regarding the efficacy of such stents.
It's worth noting that in the wake of the recent news of the government being overcharged for services, Davita is having to cough up records on the EPO charges to Medicare (remember, you go to MEdicare after 33 mos on dialysis). I also note that Amgen's new anemia drug is coming under fire.
I suppose, like anything, having a keen understanding of the potential risks (and I don't claim to have that) will help guide decisions.
This list was begun on 01.16.07.
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Being recently in and out of hospitals/nursing homes, I am a very strong bull on Healthcare/research stocks. People are living longer (because of new drugs/treatments)and will spend ANYTHING to feel/look better. Which ones I am not sure (I purchased two different funds), but I definitly think this is an area to be in for a medium term view.
One of the key issues (risks) to consider in healthcare is who is going to pay for the services that each of us can safely forecast the increasing need for.
For example, the coated stent makers have had a double whammy--one was a change in the reimbursement rates, and second was the "research" that cast aspersions regarding the efficacy of such stents.
It's worth noting that in the wake of the recent news of the government being overcharged for services, Davita is having to cough up records on the EPO charges to Medicare (remember, you go to MEdicare after 33 mos on dialysis). I also note that Amgen's new anemia drug is coming under fire.
I suppose, like anything, having a keen understanding of the potential risks (and I don't claim to have that) will help guide decisions.
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