The healthcare sector has significantly outperformed the broader markets over the last two years. Stock appreciation in the industry has occurred as investors reprice healthcare companies in response to an improving economy and in anticipation of the Patient Protection and Affordable Care Act (PPACA). Investors have not treated all healthcare subsectors equally however. Biotechnology pharmaceutical companies have been viewed as a winner as a result of additional individuals with health insurance or government paid care. The Office of the Actuary in the Centers for Medicare and Medicaid Services said the following in its 2012 national health expenditure report:
Because the newly insured populations are anticipated to be relatively younger and healthier than currently insured individuals they are expected to...
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