Tag Archives: US drug companies

The sector may remain prone to volatility until the Trump administration provides more policy clarity. But a weak 2016 at least helped reset expectations and US biopharm is riding a crest of innovation.Biopharma suffered a poor 2016 after years of strong performance. Political rhetoric was the main source of volatility, but the sector also suffered from poor execution. We think 2016 helped reset expectations and created an attractive opportunity to build long-term positions. Uncertainty will...

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