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Evan Smith

Recent Posts by Evan Smith

Gauging Healthcare Investor Sentiment

Even with all of the turmoil in the healthcare market in 2012, the overall healthcare sector performed well. Drug approvals were positive compared with 2011, procedure volumes stabilized and cost initiatives were realized. These factors, along with consolidation, all supported a more favorable investment environment. As 2012 came to a close, CCC Financial Communications wanted to get a read on investor sentiment in light of several challenges on the horizon which may impact performance. Therefore, we surveyed institutional investors and sell-side analysts in the U.S. about their attitudes toward investing in healthcare markets in 2013. We asked about concerns surrounding implementation of the Affordable Care Act (ACA), key sectors and geographies that offer opportunity, and those areas that may present the greatest risk. The survey revealed several sectors and geographies where investors see opportunity within the healthcare market, although the post-election outlook leans more negative. With the re-election of President Obama, one-third of investors have no change in their outlook, and more than 45% revealed that their outlook is worse. On the plus side, although investors had a somewhat mixed outlook for Western Europe, Eastern Europe, U.S. and Japan, they continue to be positive on markets such as China, IndiaContinue Reading