Macro
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month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.10 | +0.10 | +0.20 | +0.20 | +0.20 | +0.15 | -0.04 | +0.20 | +0.20 | +0.30 | +0.30 | +0.30 |
Sentiment recovered as Medicare Part D launched in January (new drug revenue flowing) and the record $33B HCA buyout showed private equity's appetite for my sector; the safety cloud lifted.
How this mood is scored ▾
The FDA approved Gardasil, developed by Merck & Co., to prevent HPV infections that can lead to cervical cancer. The vaccine targets multiple cancer-causing HPV strains and represents a major advancement in women's health. Market implications include significant public health impact and strong commercial potential for Merck in preventive oncology.
HCA Inc. has agreed to a $33 billion leveraged buyout by a consortium including Bain Capital, KKR, Merrill Lynch, and the Frist family. The deal, the largest LBO in history, includes $11.7 billion in assumed or repaid debt, signaling strong private equity confidence in healthcare assets and potentially spurring sector consolidation.