67 WALL STREET, New York - August 26, 2013 - The Wall Street Transcript has just published its Medical Research, Diagnostic Substances and Life Science Tools Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs, Equity Analysts and Money Managers. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.
Topics covered: Health Care Consolidation Activity - Health Care Growth Sectors Identified
Companies include: Illumina Inc. (ILMN), Hologic Inc. (HOLX), Thermo Fisher Scientific, Inc. (TMO), Life Technologies Corporation (LIFE), Walgreen Co. (WAG), AmerisourceBergen Corporation (ABC), Express Scripts Inc. (ESRX), Agilent Technologies Inc. (A), ICON plc (ICLR), Cardinal Health, Inc. (CAH), MedAssets, Inc. (MDAS), CVS Caremark Corporation (CVS), Cepheid (CPHD) and many others.
In the following excerpt from the Medical Research, Diagnostic Substances and Life Science Tools Report, an expert analyst discusses the outlook for the sector for investors:
TWST: The other thing you mentioned is that we may be in a period where new things are coming into the space after a fallow period. Can you elaborate on that?
Mr. Muken: Yes. I think when you look at R&D pipelines across biotech and pharma, success rates are better. We see it amongst the results of the CROs, and we see it in our life science companies. So I think there is a bit of hope that R&D productivities are getting better.
Things like genomics have really also unlocked whole new areas of targets to study for new drugs or new therapies. You are seeing some groundbreaking advancements in equipment as well with things like 3D tomography from Hologic (HOLX) on the breast cancer side. And so we feel like there is a lot of new advancements, particularly around cancer and some of the newer disease states that have been focused on, where we think you can see meaningful kind of improvement in both the critical outcomes as well as lowered costs.
I'd also say that on the health IT side...
For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.