COVID-19: 11 ways to assess the healthcare sector
As healthcare systems around the world are inundated and drug companies race to find a cure, we struggle to think of a time when healthcare stocks have been in the spotlight as much as they are today. In this report, we discuss 11 ways that investors can use alternative data to (a) broadly monitor the state of the healthcare sector, and (b) identify the companies that matter in the fight against COVID-19.
Specifically, this report covers uses cases of alternative data for tracking the impact of COVID-19 on:
- Pharmaceutical and biotechnology companies
- Medical equipment and supplies companies
PHARMACEUTICAL & BIOTECH COMPANIES
Investors analysing the pharma and biotech industries can use alternative data to monitor a company’s COVID-19 response by tracking activities such as:
- R&D / clinical trials – Is the company developing a vaccine/treatment for COVID-19? Are there any upcoming catalysts to be aware of? How likely is their vaccine/treatment to transition to the next trial phase or to achieve final approval? Do they have trials for other (non-COVID-19) indications that have been delayed?
- Manufacturing – Is the company ramping up production to meet growing demand for their products? How has their supply chain been impacted by COVID-19?