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  DateDocument Type Title Issuer/Entity
21 Apr 2021 Sector Comment Hospitals – US: M&A will continue to expand reach and help providers manage pandemic effects
28 Jan 2021 Sector Comment Hospitals – US: Developments to watch: 2021
16 Dec 2019 Sector Comment Healthcare – US: Declining affordability underscores high social risks for US healthcare sector
02 Oct 2019 Sector Comment Healthcare – US: Workers’ healthcare costs keep rising, weighing on household consumption
29 Jul 2019 Sector Comment Healthcare services – US: Physician staffing companies look to telehealth, AI and big data to reduce costs
17 Dec 2018 Sector Comment Cross-sector: Likely appeal of judge's ruling on healthcare law means no immediate credit effect for states, hospitals or insurers
22 Oct 2018 Sector Comment Pharmaceuticals - US: Political risks rise as regulators contemplate ideas outlined in drug pricing blueprint
22 Oct 2018 Sector Comment Healthcare - US: Government reimbursement changes will have mixed effects on hospitals
22 Oct 2018 Sector Comment Medical Products & Devices - US: Tariffs, EU rules, possible return of excise tax are negative but manageable for most
10 Oct 2018 Sector Comment Cross-Sector - US: US healthcare costs continue to surge, weakening household finances
08 Aug 2018 Sector Comment Cross-Sector - US: CMS’s proposed changes to outpatient services, if finalized, would hurt hospital margins
06 Aug 2018 Sector Comment Hospitals and Healthcare Providers - US: Final Medicare inpatient rates for 2019 slightly better than proposed
12 Jul 2018 Sector Comment Physician staffing companies - US: Midyear update: Weak volumes, shifting payer mix continue to pressure sector
12 Jul 2018 Sector Comment Generic Pharmaceuticals - US: Midyear update: Developments to watch in 2018
12 Jul 2018 Sector Comment For-profit hospitals - US: Midyear update: Developments to watch for 2018
12 Jul 2018 Sector Comment Medical Products & Devices - US: Midyear update: Developments to watch in 2018
12 Jul 2018 Sector Comment Pharmaceuticals - General & Specialty - US: Midyear update: M&A off to brisk pace globally, with more to come from US
15 May 2018 Sector Comment Pharmaceuticals - Global: Proposals to lower US drug prices would be credit negative, if adopted
16 Apr 2018 Sector Comment Drug distributors - US: New medical distributors could pressure prices, but barriers to entry are high
16 Apr 2018 Sector Comment Generic Pharmaceuticals - US: Health plans joining with PBMs and other disruptors will have mild impact
16 Apr 2018 Sector Comment Medical Products & Devices - US: Healthcare's vertical integration will intensify pricing pressure, over time
16 Apr 2018 Sector Comment Cross-Sector - US Healthcare: Insurers bulk up on providers, further pressuring hospital volumes and margins
29 Mar 2018 Sector Comment Pharmaceuticals - Europe: Divestment of non-core assets will be a source of liquidity in 2018
28 Feb 2018 Sector Comment Private hospitals - France: France's tariff cut will add to pressure on profitability in 2018, a credit negative
10 Jan 2018 Sector Comment Physician Staffing Companies - US: Developments to watch: 2018
10 Jan 2018 Sector Comment Medical Products & Devices - US: Developments to watch: 2018
10 Jan 2018 Sector Comment Generic Pharmaceuticals - US: Developments to watch: 2018
10 Jan 2018 Sector Comment Pharmaceuticals - General & Specialty - US: Developments to watch: 2018
10 Jan 2018 Sector Comment For-Profit Hospitals - US: Developments to watch: 2018
11 Mar 2016 Sector Comment Global Pharmaceuticals: Medicare Drug Pricing Proposal Will be Credit Negative for Branded Pharma Companies if Adopted
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