Oppenheimer
Jan 16, 2009
Equity reserach industry update: healthcare (19 pages)

Mid-Caps: a Lower Premium Justified
Hospitals in Crisis
From Defensive towards Consumer Healthcare
New Product Cycles Are Increasingly Scarce
A New Administration Targets Healthcare Costs
Themes for 2009
Gross Margin Pressure
Strong Pipelines May Save Some Stocks Later in Year
M&A Will Heat Up, Benefiting Both Buyers and Sellers
Managing Expectations: Guidance is Key
Currency Headwinds—Time to Play it the Other Way
Down to Two Ideas: BEC and IART
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