Listen "How the Confirmation of RFK Jr. as Secretary of HHS May Impact the Healthcare Sector with CG Senior Analyst Kyle Mikson, CFA"
Episode Synopsis
Kyle Mikson, CG Senior Analyst covering Diagnostics & Life Science Tools, returns to the podcast with Director of Research and Investment Strategy Michael Graham to discuss updates to the space following his panel discussion recapping the Precision Medicine World Conference (PMWC), his related research report, and the confirmation of Robert F. Kennedy Jr. to lead the Department of Health and Human Services (HHS). Mikson provides a preview of his ~40 page report which breaks down takeaways from the conference. He also discusses the latest news on the Trump administration’s initiatives and how it may impact NIH funding and his covered companies. Mikson and Graham also explore topics such as the future of NIH funding, potential consequences on company guidance and stock performance, uncertainty around Trump’s nominee to lead the NIH, Dr. Jay Bhattacharya, and China’s Unreliable Entities List. Please visit https://www.canaccordgenuity.com/capital-markets/expertise/research-and-strategy/ for more details on Canaccord Genuity Research and send all inquiries to [email protected]. This content is for informational purposes only and should not be taken as legal, business, financial or investment advice. This content is not intended to promote any product or service of Canaccord Genuity.The opinions and views expressed in this program may not necessarily reflect the institutional views of Canaccord Genuity or its affiliates. This program should not be copied, distributed, published, or reproduced in whole or in part without the expressed written consent of Canaccord Genuity. Certain information contained in this program constitutes forward looking statements and there is no guarantee that these results will be achieved. Canaccord Genuity has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results which may vary. Canaccord Genuity LLC is a registered broker-dealer regulated by the SEC and FINRA. Member SIPC. Canaccord Genuity Corp. Member CIRO/Canadian Investor Protection Fund. Canaccord Genuity Limited, Authorized and Regulated by the Financial Conduct Authority, Member LSE. Offices in other countries are offices of other companies in the Canaccord Genuity group of companies. Canaccord Genuity Research Disclosures are available at the following link: https://canaccordgenuity.bluematrix.com/sellside/Disclosures.action
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