Eq: Healthcare

Eq: Healthcare (11)

Tuesday, 01 February 2022 19:19

Healthcare is Moving into the Home

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Covid has forever changed lots of industries but one of the most apparent is healthcare. Incidents for the chronic and specifically geriatric population are growing at an alarming rate and will significantly benefit from an increase in at-home care. The current at-home healthcare market is around $3.2 billion but growing at a 13.4% CAGR by projections will move this to a $7 billion industry over the next 4 years. This isn’t limited to just domestic products an aging population is driving rapid growth across Europe and Asia as well.

FINSUM: It makes sense that healthcare will move more at home. Software and digital products will improve the healthcare many in treatment will have access to inside their own home.

Tuesday, 28 September 2021 20:32

How Healthcare is Being Transformed by ESG

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Healthcare technology is a rapidly changing field that has a plethora of new ideas entering the market daily, but driving that change is impact investing. The Covid-19 pandemic laid bare many of the problems in the healthcare sector and health technology is closing many of those gaps. For example, Zipline used fleets of drones to distribute vaccines to out of reach populations around the globe after securing $250 million in funding. Healthcare is the third-largest portion of impact investing, lagging climate and financial services, but it’s the fastest-growing area. Venture capital in healthcare doubled in 2020 from 2019, and many see this capital as augmenting government and charitable giving to healthcare to improve access and distribution. Breakthroughs in the sector include companies like Han Genix, which uses ultrasound technology to ensure safety procedures are followed by medical workers, or Plethy which syncs sensors and apps to improve post-orthopedic care.

FINSUM: Technology healthcare blends could become one of the best ways to capture growth and industry diversity in your portfolio.

Wednesday, 02 June 2021 17:17

Big Moves in Biotech

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Many of the major players in Biotechnology are seeing their stocks soar…see the full story on our partner Magnifi’s site


Healthcare has been one of the predominant stories of the pandemic, but its stock prices…see the full story on our partner Magnifi’s site


Most pharmaceutical companies kicked it into high gear to develop the Covid-19 vaccine, but they received very little investor attention…see the full story on our partner Magnifi’s site

Wednesday, 17 March 2021 16:45

Why Healthcare ETFs are About to Win

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The multinational biopharmaceutical company Amgen has agreed to terms to acquire Five Prime Therapeutics Inc. Amgen aims to improve its portfolio of…view the full story on our partner Magnifi’s site

Friday, 24 April 2020 16:35

New Coronavirus ETFs

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(New York)

In what seems one of the most predictable outcomes of the Coronavirus pandemic, asset managers have decided to pounce and launch virus-specific ETFs. Pacer ETFs has just launched the Pacer BioThreat ETF (ticker: VIRS, of course), which tracks a custom index which follows “U.S.-listed stocks of companies that help protect against or recover from biological threats to human health based on a proprietary, multi-step research process”. Other providers, such as EQM, are doing the same.

FINSUM: This is not as gimmicky as it sounds. Companies that have businesses that benefit from coronavirus are going to be a sustained investment focus for some time.

Monday, 09 March 2020 11:06

Coronavirus will Cost Airlines $100 bn

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We can finally put a number on it. Anecdotal evidence has shown that airlines and other travel companies are getting hammered. Now analysts have an estimate of just how much of a hit airlines are going to take. The answer is more than $100 bn of lost business because of coronavirus. The specific figure is $113 bn, a 4x increase in forecasted lost revenue from just two weeks ago. Big airlines like Delta, United, and Southwest have been cutting routes and flights left and right.

FINSUM: These stocks have gotten pummeled because of Coronavirus. When is the right time to buy in?

Wednesday, 04 March 2020 09:01

A Good Stock Buy for Coronavirus

Written by

(New York)

How about some stocks with good income that should stand up well to the coronavirus scare? Sounds good. Well, take a look at the most obvious sector for such: healthcare. Healthcare stocks have great dividend yields right now and should be impervious to coronavirus by definition. Plus, they have a tailwind that only really arrived yesterday—a resurgent Joe Biden, who does not want to tear up the status quo of US healthcare. A couple good funds for this are the SPDR XLV or HGHAX.

FINSUM: This seems like a very good call—good income and a natural defensiveness to the virus scare. Plus, Biden’s resurgence should be positive.

Monday, 22 April 2019 12:40

It is a Bad Time to Buy Healthcare Stocks

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The reality of the political environment in the US is making one thing very clear: it is a tentative time to buy or own healthcare stocks. While healthcare companies are currently performing well, the market is growing increasingly bearish about them, and with good reason. Democratic candidates have proposed an array of new national healthcare plans that all have degrees of disruption, some of them massive, to the status quo. That means the healthcare industry is facing a problem that is very hard to control and could cause extensive changes to their current operating paradigm.

FINSUM: Unless healthcare gets so beat up that it is worth taking a risk on the stocks just as a bet that the Democrats don’t win the election, it seems like there is asymmetric risk reward in the sector right now.

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