Five stats from the market and the stories behind them. This week: content kings, patent cliffs, and 30,000 head to Omaha.
Pharmaceutical firms' adept handling of patent expirations has boosted investors' opinions of the sector, says Morningstar's Damien Conover .
Despite looming government health-care cuts, pharma stocks should hold up better-than-average in an economic slowdown, according to Morningstar's Damien Conover .
Despite the strong performance of health-care stocks in the second quarter, there are still plenty of good buying opportunities in the sector, according to Morningstar's Damien Conover .
Valuations for pharmaceutical companies should rebound once investors look past today's patent expirations to tomorrow's new drugs, says Morningstar's Damien Conover .
Pricing power may be diminished somewhat, but patent protections should continue to bolster big pharma's competitive advantage, says Morningstar's Damien Conover .
Big pharmaceutical companies are getting lean in an attempt to boost profitability before they lose patent protection on several important drugs, says Morningstar's Damien Conover .
A new CEO, a $5 billion share-repurchase program, and a handful of promising new drugs make Pfizer shares look cheap even after today's runup, according to Morningstar's Damien Conover .
Morningstar's Damien Conover says that current reform proposals are more like a slingshot than a rifle aimed at pharmaceutical companies--which are currently priced for a worst-case scenario.
Morningstar's Damien Conover discusses the prospects for J&J's stent and drug pipelines.