A Turnaround in Sight for Healthcare?

A Turnaround in Sight for Healthcare?

Published on Oct 28
5分钟
Thoughts on the Market
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<p>Our U.S. Biotech and Biopharma analysts Sean Laaman and Terence Flynn discuss the latest developments that could be positioning the healthcare sector for strong outperformance.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbsp;from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Sean Laaman:</strong>&nbsp;Welcome to Thoughts on the Market. I'm Sean Laaman, Morgan Stanley's U.S. Small and Mid-Cap Biotech Analyst.&nbsp;</p><p><strong>Terence Flynn:</strong>&nbsp;And I'm Terence Flynn, Morgan Stanley's U.S. Biopharma Analyst.&nbsp;</p><p><strong>Sean Laaman:</strong>&nbsp;Today, we'll discuss how a rally in the healthcare sector is being driven by more favorable macro conditions.&nbsp;</p><p>It's Tuesday, October 28th at 10am in New York.&nbsp;</p><p>So, Terence, healthcare has lagged the broader market year-to-date, and valuations have been nea...