【出版时间及名称】:2010年美国医疗行业前景展望
【作者】:瑞士信贷
【文件格式】:pdf
【页数】:117
【目录或简介】:
Table of contents
Our Thoughts on the Year Ahead 3
A Quick Look Back at 2009: Reform and Recession Weighs on the Sector 6
Stock Drivers That Worked in 2009 7
The Road Map for 2010 8
The Big Picture Topics 10
Healthcare Reform 11
The FDA/Regulatory Environment 16
New Products 19
Macroeconomic Trends 25
The Evolution of Corporate Strategies 31
Foreign Currency Rates 40
Key Market/Product Outlooks 42
Cardiac Rhythm Management 43
Drug Eluting Stents 46
Transcatheter valves 49
Orthopedics 53
Company Outlooks 56
Bard (BCR-Neutral) 57
Baxter (BAX-Neutral) 61
Becton Dickinson (BDX-Neutral) 65
Boston Scientific (BSX-Neutral) 68
CareFusion (CFN-Neutral) 72
Covidien (COV-Outperform) 75
Edwards Lifesciences (EW-Outperform) 78
Medtronic (MDT-Outperform) 82
Nanosphere (NSPH-Outperform) 86
St. Jude Medical (STJ-Neutral) 88
Stryker (SYK-Neutral) 92
Zimmer (ZMH-Neutral) 95
Appendix 98
Historical Sector Price Performance 99
S&P 500 Sector Performance 102
S&P 500 Healthcare 103
Historical Sector Valuation 107
Healthcare Cross-Sector Valuation Comparisons 109
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