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Quarter-End Insights

Our Outlook for Health-Care Stocks

Mergers and acquisitions replace reform as a key health-care topic.

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  • The passage of the health-care reform completion didn't result in a sector rally despite its overall benign attributes.
  • Big Pharma performance was particularly weak in the quarter, primarily as a result of near-term noise. Industrywide trends and fundamentals are attractive, and stocks remain undervalued.
  • Mergers and acquisitions dominate the industry landscape. More consolidation is expected.

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Alex Morozov does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.