We see opportunities in providers, managed care, drugs, and biotech.
The $572 million payment amount for Johnson & Johnson is lower than expected, and the wide-moat firm plans to appeal the case.
The divestment of the generics business should strengthen Pfizer's competitive positioning.
Sector director Damien Conover shares his key takeaways from Johnson & Johnson, Novartis, Glaxo, and Bristol Myers Squibb's reports.
We're finding some opportunity in a sector that's fairly valued overall.
The first-quarter performance reinforces our wide moat rating.
Even with the recent glyphosate loss, scientific studies still support the product.
Drug manufacturers and healthcare providers offer the most upside.