POPA ReconHealthcare Industries by 1-Year Change
Healthcare Industries by 1-Year Change Every healthcare industry finished the year green, but the spread is enormous: biotechnology is up 121%, while medical distribution managed 26.4%. Nothing else even reached 44%. Biotech's number is the entire story in one line. Vertex, Regeneron and argenx don't sell volume - they sell pipelines, and a single trial readout can double a company overnight. That's the profile that gets crushed first when capital dries up and reprices hardest when it comes back. Big Pharma at 43.7% is the same bet with revenue underneath it: Eli Lilly, J&J and AbbVie can bu…
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