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Written by: Ling Hang | AGF
AGF analyst Ling Han discusses the pharmaceutical drug front and center with healthcare investors.
The US healthcare sector has been in positive territory year to date, but it still has underperformed S&P 500 slightly. If you look at a subsectors, the biotech and managed care companies are stragglers. While, pharmaceutical companies as a group has outperformed. And, the med tech and life science tools companies are performing in line with the sector. Unsurprisingly, the two large pharma companies who have commercialized the GLP-1 drugs have outperformed the sector and overweight index by a large gap.