Pharma and biotech in developed Asia has been among the region’s worst performing industry groups in the last year, but our research suggests that their recent underperformance may be somewhat overblown. Recent performance places these companies squarely in the bottom fifth of industry groups for...
GoodRx is a leading digital platform for consumer health care. It was founded on the belief that everyone deserves affordable and convenient health care in a country where prescription drug prices are not regulated, and the cost of prescriptions can differ significantly depending on the...
LHC Group provides home health care services to patients in the United States, including post-acute, therapy, and hospice care. The firm also runs 124 residential facilities serving patients who have transitioned out of a hospital but whose conditions remain too severe to go home. Based in...
Irvine, California-based Masimo makes non-invasive patient monitoring, measuring and sensing technologies that improve patient care in the hospital, the home, and on the go. When the COVID-19 pandemic hit, Masimo found itself in a unique position to support the urgent needs of both clinicians and patients...
Steris Corporation aims to prevent infection in operating rooms, labs, dental offices, and manufacturing plants around the world. A leader in sterilization technologies, this Knowledge Leader was founded in 1985 with a mission to create a healthier and safer world through innovation of sterile equipment...
Sanofi is one of the largest pharmaceutical companies in the world. Headquartered in Paris, France, this Knowledge Leader’s roots go back to the 1800s, to French chemist Louis Pasteur’s early vaccine discoveries, leading to the founding of the Pasteur Institute for research, eventually becoming part...
Hoya is a global leader in the specialized glass used in eyeglass lenses, health care, and electronics products. The firm was founded in 1941 when brothers Shoichi and Shigeru Yamanaka set up a factory in the city of Hoya, Japan, with a plan to make...
Headquartered in Japan, Sysmex is the No. 1 provider of blood diagnostics equipment in the world. The firm was founded in 1963, when it introduced Japan’s first machine for analyzing blood. Today, Sysmex is a leader in test instruments for blood and urine analysis plus...
For all the following charts, we are looking at the sector performance and internals of our group of companies within each sector in North America. We look at the top 85% of market cap, so we consider both large and mid-caps. In the table below, we...
Demant was founded in 1904 when Hans Demant began importing hearing aides to the Danish town of Odense to bring sound to his hearing impaired wife Camilla. The company expanded into the next generation with the help of son William Demant and began producing its...
Straumann Group is the No. 1 brand in global dentistry materials and the leader in implant and restoration products for esthetic dentistry, the field dedicated to improving the appearance of the teeth and gums. Founded in 1954 when Reinhard Straumann established the Dr. Ing. R....
Carl Zeiss Meditec was formed in 2002 when the medical device business was spun off from the larger Zeiss Group, a leader in optical, semiconductor and electronics manufacturing equipment founded in 1846 in Germany. Today, the publicly traded Carl Zeiss Meditec is one of the...
Chugai is the No. 1 Japanese pharmaceutical company for therapeutic antibody and oncology drugs. The firm’s product line includes drugs to treat cancer and viruses such as HIV, immune diseases and the flu. In addition, Chugai considers itself to be a pioneer in “personalized patient...
Health care stocks have been the leadership sector in the MSCI World, and many (such as biotech) have reached some pretty elevated valuations. Most stocks in the sector have been in multi-year bull markets trends, outperforming the MSCI All Country World Index significantly. In our relative...
The heatlhcare sector has been the leadership group over the last five years in all geographies of the MSCI World Index. The most well known industries within the healthcare sector are the biotech and pharmaceutical industry....
