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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
10 Feb 2021 Sector Comment Not-for-Profit and Public Healthcare and Local Government – New Jersey: Vaccine partnership positions state and municipalities for economic boost, hospitals for increased volumes
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
03 Apr 2019 Sector Comment Health Insurance - Oman: Oman's mandatory health cover plan will spur premium growth
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
07 Nov 2018 Sector Comment State government - US: Voters in three states support expanded Medicaid coverage, a positive for states that expanded it earlier Idaho (State of...
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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
22 Oct 2018 Sector Comment Health Insurers - US: ACA rule changes and NAIC capital proposals have mixed credit effects
10 Oct 2018 Sector Comment Cross-Sector - US: US healthcare costs continue to surge, weakening household finances
27 Aug 2018 Sector Comment Financial Institutions: India’s plan to provide health coverage for 100 million families is credit positive for insurers
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 Not-for-profit and public healthcare - US: Midyear update: M&A, nursing shortages and insurer disruption continue
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
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