ScienceMedicine
Science / Medicine
Clinical innovation, care delivery and therapeutics.
Coverage status2 companies
ACTIVE COVERAGE
Medicine initiation notebooks
INITIATION NOTEBOOKNYSE: MCK
McKesson
Can McKesson convert scale in oncology and biopharma services into durable earnings growth while containing customer concentration, reimbursement and working-capital risk?
Market cap $109B1Y return 24%
OPEN MEMO →INITIATION NOTEBOOKNASDAQ: MEDP
Medpace
Can Medpace sustain above-market bookings and margin discipline as biotechnology funding and trial starts normalize?
Market cap $17B1Y return 34%
OPEN MEMO →