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Efforts to force down costs have healthcare sector feeling unusually queasy
Manage episode 355958268 series 3009601
Investors have long seen the vast healthcare industry as a defensive sector. In good times and bad, consumers will still need everything from pharmaceuticals to medical devices to for-profit hospitals. But how strong is the healthcare industry today? Companies in all healthcare segments are wrestling with ongoing pressure to reduce costs from governments and private insurers alike. With a wave of maturities slowly approaching, how strong is the threat of US healthcare company defaults? At 10:34 we cross the Atlantic to take a closer look at risks and opportunities this year for healthcare companies based in Europe.
Guests: Ola Hannoun-Costa, Corporate Finance Group, Associate Managing Director; Jean-Yves Coupin, Vice President – Senior Analyst; Marie Fischer-Sabatie, Senior Vice President; and Frederic Duranson, Vice President – Senior Analyst, all of the Corporate Finance Group at Moody’s Investors Service.
Host: Tania Hall, Vice President – Senior Research Writer, Moody’s Investors Service.
To read more on this topic, visit the Behind the Bonds page on Moodys.com. (Some content available only to registered users or subscribers.)
Related Research:
- Developments to watch in 2023: Humira biosimilar entry, obesity drugs and M&A
- Credit stress is rising, setting the stage for more downgrades and defaults
- Developments to watch in 2023: US drug pricing policy, cost inflation and M&A
- Rapid decline in COVID-19 testing, prices is credit negative for European laboratories
34 odcinków
Manage episode 355958268 series 3009601
Investors have long seen the vast healthcare industry as a defensive sector. In good times and bad, consumers will still need everything from pharmaceuticals to medical devices to for-profit hospitals. But how strong is the healthcare industry today? Companies in all healthcare segments are wrestling with ongoing pressure to reduce costs from governments and private insurers alike. With a wave of maturities slowly approaching, how strong is the threat of US healthcare company defaults? At 10:34 we cross the Atlantic to take a closer look at risks and opportunities this year for healthcare companies based in Europe.
Guests: Ola Hannoun-Costa, Corporate Finance Group, Associate Managing Director; Jean-Yves Coupin, Vice President – Senior Analyst; Marie Fischer-Sabatie, Senior Vice President; and Frederic Duranson, Vice President – Senior Analyst, all of the Corporate Finance Group at Moody’s Investors Service.
Host: Tania Hall, Vice President – Senior Research Writer, Moody’s Investors Service.
To read more on this topic, visit the Behind the Bonds page on Moodys.com. (Some content available only to registered users or subscribers.)
Related Research:
- Developments to watch in 2023: Humira biosimilar entry, obesity drugs and M&A
- Credit stress is rising, setting the stage for more downgrades and defaults
- Developments to watch in 2023: US drug pricing policy, cost inflation and M&A
- Rapid decline in COVID-19 testing, prices is credit negative for European laboratories
34 odcinków
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