First movers and firms that provide combination therapies represent the best investment opportunities in the immuno-oncology market, says Morningstar's Damien Conover .
Many developed-country health-care firms have deep roots in emerging markets and can be a good way to gain exposure, says Morningstar's Damien Conover .
New products will secure the drug firm’s wide moat and help increase the firm’s valuation over time, writes Morningstar’s Damien Conover .
The pharmaceutical giant turned in an in line fourth-quarter, but new competition and a strong dollar will slow growth in 2015, writes Morningstar’s Damien Conover .
The firm's consumer and medical-device group are lagging, but strong results from the pharmaceuticals side should drive earnings throughout this year and into 2015, says Morningstar's Damien Conover .
Cost-cutting, tax opportunities, and oncology synergies are motivating factors for Pfizer, and the firms will likely agree to merge, says Morningstar's Damien Conover .
Unexpectedly robust sales of hepatitis C drug Olysio helped lift the drug giant’s pharma segment, while medical devices struggled, says Morningstar’s Damien Conover .
Getting ready for the big show.
Merck's reinvigorated pipeline and Sanofi's minimal patent-loss exposure placed them atop our rankings this year, while GlaxoSmithKline joined Pfizer toward the bottom.
Top managers were finding new places to put money to work and adding to existing high-conviction ideas in the first quarter.