Antibiotics in Emerging Markets: The Big Short? Jan27

Posted by & filed under White Papers/ Thought Pieces.

hospital-kvvb-621x414livemint

The CDC’s recent disclosure of the death of a woman in Nevada has renewed focus on the public health risk of antibiotic resistance. What is noteworthy here is that the woman had Klebsiella pneumoniae that was resistant to all 26 antimicrobial drugs available in the United States. In addition, the bacterium had the gene New Delhi metallo-beta-lactamase (NDM) that she had contracted in India, most likely during her multiple hospital stays over the prior two years. Antibiotic resistance is a global concern, and there is particular worry that over-use of antibiotics in developing countries could lead to the emergence of a “superbug” that causes a severe epidemic

... Read more »

Opportunities in Developing World Healthcare Jun21

Posted by & filed under White Papers/ Thought Pieces.

DSC_1458

Healthcare is rising in importance within the developing world (defined as emerging and frontier markets) as these countries progress economically. A combination of aging populations, rising per-capita incomes, and increased investment in the sector are behind this change. Further, substantial investments in life sciences research in these countries over the past decade have started to yield products that are globally competitive. In this context we see four major trends creating a broad opportunity set for investing across selected healthcare subsectors in the developing world

... Read more »

Affordable Care Act (ACA) Changes Are Coming to New York Firms with 51-100 Employees. Here is What You Need to Know About Changing Health Care Expenses Sep18

Posted by & filed under White Papers/ Thought Pieces.

BlogChart-550x459

Steve Edney is Vice President of Sales for TriNet, where he focuses on helping financial services firms navigate the complexities of human resources administration. Second of a two-part series on ACA and the finance industry   In Part I of our ACA series, we discussed the significant impact that firms with 51-100 full-time employees will

... Read more »

How Hedge Funds Are Making Billions in Healthcare Jun1

Posted by & filed under Hedge Fund Assets, Hedge Fund Investors, Hedge Fund Marketing, Hedge Fund Performance, White Papers/ Thought Pieces.

imgres-2

Healthcare stocks have been on a tear recently and have nearly doubled (on average) from January 2013 through March 2015, the date range for this analysis. Looking at the performance of the S&P1500 by industry, Healthcare is the highest-performing sector by a wide margin and shows no signs of cooling

... Read more »