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Quarter-End Insights

Our Outlook for Health-Care Stocks

With macro-conditions improving, the focus should return to fundamentals in health care.

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  • 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.