healthcare industry
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 14, 2019 by Jean Hynes · across every show →
Everything said about healthcare industry, oldest first
Jan 14, 2019 neutral
Hynes: Overly narrowing healthcare analysts' focus blinds them to 10-year industry changes
“The reason why 12 is enough is it's a very long cycle industry. So it is an industry that is, even though there's a lot of change happening, that change happens over 10 years to bring a drug to the market. And so we want to make sure we're covering all the com…”
Jan 22, 2024 bullish
Franklin: China's Energy Transition and Healthcare Sectors Are Booming
“There are quite a number of industries where China is really booming, particularly in the whole energy transition supply chain, which is an area that we Think about a lot, partly as a business opportunity also in relation to our sustainable investment agenda. …”