Poor R&D Productivity as a Self-Inflicted Injury: Who’s Missing the Most Toes, and Why

Free PDF available here Premise R&D productivity can be measured well enough to: 1) establish which companies are more or less productive than their peers; and 2) give some indication…

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SSR Index of Current-Quarter Healthcare Demand Growth: Final 4Q13 Estimates and Thoughts on National Health Expenditure Data

*Please note a change in terminology in this report, as compared to previous versions. Until now we’ve referred to total health services demand as the product of units and pricing,…

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A Simple Formula for Drug (and Biotech and Spec Pharma) Stock Selection – Updated

Background and Introduction Pharmaceuticals demand growth is the product of population growth, growth in units (e.g. prescriptions) per person, and growth in price per unit. Price per unit can be…

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