Exploring a Biden Sequel
February 26, 2024 By Thomas Dee, Capstone’s Head of Research & Strategy Much of the political buzz recently has been about former President Trump—whether it’s been his $355 million civil fraud verdict, his criminal trial set for March, or his clean sweep of the...
Value for Who? Why Home Health Providers Will Struggle in Future Value-Based Care Models
January 16, 2024 By Wylie Butler, Capstone Healthcare Analyst Last week’s JP Morgan Healthcare Conference in San Francisco revealed three overwhelming sentiments among healthcare companies, investors, and industry leaders: a consensus that deal flow will pick back up...
2024 Preview: Biden’s Battles Before the War
By Thomas Dee, CFA, Capstone’s Head of Research and Strategy Two policy stories will dominate 2024. The first, of course, is that 2024 is an election year. Biden will end 2023 with an average approval rating of 39%, the lowest of any of the last seven...
A Rocky Path: Why Pharmaceutical Manufacturers Face a Tougher Road Ahead
By Hunter Hammond Introduction Capstone believes pharmaceutical manufacturers will continue to face a rockier landscape in 2024 than the industry and its investors expect as Inflation Reduction Act (IRA) implementation uncertainties continue. While pharmacy benefit...
