As Employers Drop Obesity Drug Coverage, Hims & Hers Could Be the Winner

Healthcare is among the S&P 500’s best performers over the past month, up ~6%, with strength showing beyond mega-cap Big Pharma into smaller healthcare firms as well. The breadth of the rebound suggests improving risk appetite for the sector, though the article provides no specific earnings or guidance catalysts.

Analysis

Healthcare is among the S&P 500’s best performers over the past month, up ~6%, with strength showing beyond mega-cap Big Pharma into smaller healthcare firms as well. The breadth of the rebound suggests improving risk appetite for the sector, though the article provides no specific earnings or guidance catalysts.