Investors’ favourite Christmas song made it into the 2021 music charts! Equity markets enjoyed a powerful rally during the last third of December, despite annualised US inflation at its highest level in nearly four decades, the FED’s more hawkish stance and the rapid spreading of Omicron. Fuelling stocks were reports that, notwithstanding this more-infectious variant, hospitalisations rose only modestly while deaths remained steady or declined.
What mattered this month in healthcare? The readout of the SELECT study was the single biggest healthcare event of the month. The results may open the door to wide reimbursement for GLP-1 weight-loss drugs. This led to an overreaction with significant price movements amongst many companies as markets just made blanket assumptions of a healthier, thinner world. Find out more in our monthly healthcare newsletter.
Remarkable Strides in Breast Cancer Survival: A Look at the Last Few Decades 🎗️📈 Intersted in knowing more? Check out Maria Specogna’s latest chart of the month video!
What mattered this month in healthcare? Second quarter earnings season kicked off to a strong start, with earnings overall better than estimates. However, positioning matters, and strong numbers were not always enough if expectations were high. Find out more in our monthly healthcare newsletter.