Disruptive Healthcare 4/12/2024: Peers Since the Peak 2/15/2025
disruptivehealthcare.substack.com
Disruptive healthcare valuation, trends and analysis weekly. Another Tough Week For Disruptive HC Comps The last two weeks have been tough for healthcare stocks broadly, and for our peer group specifically as you can see below. I wanted to go back and see exactly when the decline in our peer group began. I found that our disruptive health peer group peaked as an index on 2/15/2024. Since then, the group has drastically underperformed the broader market as well as the XLV. As interest rates continue to rise due to a believe that the fed will keep rates where they are for longer, the longer dated cash flows of our peer group continue to take a haircut in the mind of investors.
Disruptive Healthcare 4/12/2024: Peers Since the Peak 2/15/2025
Disruptive Healthcare 4/12/2024: Peers Since…
Disruptive Healthcare 4/12/2024: Peers Since the Peak 2/15/2025
Disruptive healthcare valuation, trends and analysis weekly. Another Tough Week For Disruptive HC Comps The last two weeks have been tough for healthcare stocks broadly, and for our peer group specifically as you can see below. I wanted to go back and see exactly when the decline in our peer group began. I found that our disruptive health peer group peaked as an index on 2/15/2024. Since then, the group has drastically underperformed the broader market as well as the XLV. As interest rates continue to rise due to a believe that the fed will keep rates where they are for longer, the longer dated cash flows of our peer group continue to take a haircut in the mind of investors.