Green Room Technologies Ideas

We have some vaccine news and we have positive seasonal expectations. We continue to follow the Age of Covid market story. This is driven by companies that are doing well + vaccine and treatments for Covid available sometime in the future + Fed’s monetary policy +/- Congress doing something…anything. 

This past week provided a reality check on the resurgence of the SARS-CoV-2 pandemic. While the broad measure of the healthcare market (XLV) underperforms the broader market (SPY), great anticipation exists for the development and distribution of effective vaccines. What that means for the people who receive them and the companies that produce them remains to be seen.

The overall markets this past week despite the headlines signaled some bullish messages beneath the headlines. And yet we have virus surge again. We look for continuation of some of these into longer trends as we traverse the recovery though clearly we have a challenging time ahead of us this fall into winter with the virus. Supplies and equipment are already market-recognized to help meet the challenge…

In election years healthcare (XLV) tends to perform slightly worse than the overall market (SPY) one supposes because of the political nature of the US healthcare system that creates elevated policy uncertainty. One can argue this year that this effect is more acute and pronounced than many other election years. Equipment has outperformed for many months…

The healthcare part of the market has been flat and largely performing either “at market” or underperforming. Of course, there are individual stocks that are exceptions. Despite demand for critical services and Covid related products and services, some parts of healthcare have fared less well. Next time we’ll look in more detail digital health and some changes there. Can the “new healthcare” persist?

There has been perhaps no more interesting time to be building and growing a healthcare company as it is right now. The public market is robust. Market acceptance of innovation and new therapeutics and process automation as well as advance computing and analytics including AI/ML is unprecedented. Join us every week for a quick overview of these markets to help you plan the growth and success of your company.