Analysts say fundamentals in the life sciences industry are good, but macro events could create an overhang. There has been a large amount of M&A recently, with a potential for more upside in the sector. One of the areas some analysts are concerned about is the FDA, as they say there are areas of unmet need where the FDA could reduce their statistical requirements. Other analysts, however, say working with the FDA has generally become easier, as they’ve been trying to foster innovation.
Medical devices have been a relatively good space for the lat couple of years, according to analysts, although there was a period when they were out of favor. There was more regulation than in the past, but investors have become more comfortable with this and recognized that there are good franchises in the space. The transcatheter valve space is one of the bigger categories that has emerged, and there are many companies in diabetes, but analysts think the market is large enough to support them. They also mention the sleep-apnea reimbursement rates have come down substantially.
Full report available here.
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