Health Care and Biotech

February taught us not all healthcare stocks are the same. What is the situation prior to August?

The latest plasma market data in the US suggest some IVIG volume growth but brokers have offered mixed reactions.

Citi assesses the current state of Australia’s LNG prospects while Deutsche Bank revisits pathology stocks and RBS downgrades recruitment stocks.

CSL previously missed out on Talecris but a new takeover proposal for the US company should deliver some benefits, say stockbrokers.

UBS has made minor changes to its model portfolio to reflect May market action, while RBS has identified potential ASX100 earnings surprises in August’s reporting season.

A Sonic boom has hit supposedly defensive medical companies, with Primary feeling the shock waves. But on the flipside, predators have pounced on embattled Sigma and Healthscope.

A recent analyst tour and the release of some new products leads BA Merrill Lynch to suggest Ansell is transitioning to a growth opportunity.

Analysts can’t find much in the budget to impact on markets beyond what we already knew, but they are quick to point out the bullish assumptions contained within.

ResMed beat market expectations with its March quarter result and brokers continue to see share price upside from a solid earnings outlook.

CSL has been slammed since the Baxter result but for Baxter it was lost market share rather than a weak industry. Should investors exploit CSL share price weakness?