23 Apr 2020|Moody's Investors Service
The coronavirus outbreak is disrupting economies and credit markets worldwide. The impact on issuers’ credit profiles and the economy will depend on the severity and duration of the crisis.
Extended coronavirus outbreak would increase demand for US healthcare companies but disrupt supply chains
12 Feb 2020|Moody's Investors Service
Spread of the coronavirus in China and beyond would have mixed credit implications for US healthcare companies. While the outbreak could hamper medical device and pharmaceutical companies that manufacture or source products in China, it could also ultimately increase demand for hospital services, medical products and devices, and certain drugs.
Medical Products & Devices – US: Fast-growing cardiac products pump new life into select device companies
23 Jan 2020|Moody's Investors Service
Newer, innovative procedures like TAVR will remain a meaningful portion of overall medical device sales, offsetting pricing pressure in mature categories, like stents.
16 Dec 2019|Moody's Investors Service
The rising cost of healthcare and the growing uninsured population underlie the challenges to affordability and access for households, fueling the high social risks for the healthcare sector
19 Nov 2019|Moody's Investors Service
Robard Williams and Rebecca Karnovitz of the Credit Strategy & Research team discuss proposals that would expand access and affordability of health insurance in the US. The proposals, if enacted, would be positive for household consumption and many consumer-facing sectors but be negative for the healthcare sector and would increase fiscal risks for the US sovereign.