Mentioned: Smith & Nephew PLC (SN.) , Qiagen NV (QIA) , Roche Holding AG (ROG) , Thermo Fisher Scientific Inc (TMO) , PerkinElmer Inc (PKI) , UnitedHealth Group Inc (UNH) , Stryker Corp (SYK) , Seattle Genetics Inc (SGEN) , Biogen Inc (BIIB) , Zimmer Biomet Holdings Inc (ZBH)
- Health-care demand is gradually returning.
- Big Pharma is entering the patent cliff, but valuations should improve.
- Medical device regulation might not be as punishing to the sector as originally thought.
- Merger-and-acquisition volume should accelerate.
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Alex Morozov does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.