In health care stocks because investors feel bad are: North America 2010 Health Care Index S & P seven indicators in the North American sector is the smallest increase. Increased by only 4.3 per cent, 26 per cent of the reference technology and cyclical stocks in U.S. dollars. The challenges that the industry suffers, the whole course of health reform are the patent expirations and manufacturers with the arrival of the lack of blockbuster drugs in the face of the uncertainty of the tube. But the largest managers of health care for the many profit opportunities for espionage in 2011.
More than the number of successful new products in 2011 of energy, such as choice of Fidelity China Yin medical devices and systems assistant portfolio management (FSMEX) provides the company with strategies to reduce costs health care. They can also provide insurance, incentives to change in the cost per patient services in large hospitals, to promote rehabilitation centers to reduce costs and management of drug plans, PBMs or reduced if the rising cost of insurance for prescription drugs. provision of loyalty "of medical devices are among the four health insurance worth a Bloomberg screen, score, 12.9 percent of the 100-year return of 83.2 The rankings are as important as the five criteria. Total return for a period of three to five years, the Sharpe ratio and returns funds to compensate investors for the risk assumed, 3 and 5 years.
Yoon and other primary health care fund managers expect to 2017 or 2018 the state budget crisis, the government of the United States are responding to the increase in health insurance. Number of insurance companies, who expects that the current U.S. $ 47,400,000 in 2030, when the "baby boomer youth aged 65 to 80,400,000, the Federal Court in 2010 by the Council and the report of the Federal Republic of insurance trustee of the Medicare trust fund additional. Health spending is expected 3.5 percent of GDP rising by 3.9 percentage points in 2020 and 2030 of 5 percent of gross domestic product.
Yin said: "We want society to solve these problems and help you not only by the slow bending of the cost of health care, but to reduce the cost curve." A value of 200 billion figure of business world drug are 100/90 by drop, as the patent expires mark in the next five years, "said Yin. As the profit margins of generic drugs are significantly higher than the pill brands Yin hopes that the benefits of PBM with these drugs and generic drug traffickers, the manufacturers. Medco Health Solutions (MHS), a Bureau of Mines, is the umbrella "Yin-S for the portfolios of November 30.
Most fund managers believe that sanctions and provides for the expenditure of health care reform, market prices of securities were. Some policy changes are planned for this year, but may result in a boon for some companies. Fresenius Medical (FMS) and Ta Dawei (DVA) are provided by a Medicare dialysis treatment, which came into force on 1 January qualify for a refund, "said Erin Xie, BlackRock Health Sciences Fund's economic (SHSAX) , which is the fifth manager of Bloomberg, a return of 6.7 percent. The profitability of these companies may be used until the year 2012, recorded in one year, sales have increased, such a solution.
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