Brian Stewart

Yeah, just using Medtronic as the jumping off point, some of the commentary after those earnings came out was just there was no visibility of when the next catalyst for that stock was, where the next wave of large growth. So the company might be executing well in terms of moving the products that it has, but it's just not clear where that sort of next jump forward was going to come from.

Yeah, just using Medtronic as the jumping off point, some of the commentary after those earnings came out was just there was no visibility of when the next catalyst for that stock was, where the next wave of large growth. So the company might be executing well in terms of moving the products that it has, but it's just not clear where that sort of next jump forward was going to come from.

And I think that's probably true of a lot of these companies. the pharmaceutical companies that got a big boost from COVID, that was a lot of investment that they put into those drugs. So they basically put their pipeline on hold to move over to COVID during that time.

And I think that's probably true of a lot of these companies. the pharmaceutical companies that got a big boost from COVID, that was a lot of investment that they put into those drugs. So they basically put their pipeline on hold to move over to COVID during that time.

And I think that's probably true of a lot of these companies. the pharmaceutical companies that got a big boost from COVID, that was a lot of investment that they put into those drugs. So they basically put their pipeline on hold to move over to COVID during that time.

And so I think some of them have had a hard time getting back to diversifying their R&D in such a way that they can get the next big one. And I do think that the weight loss drug boost has kind of built in to the stocks. There's a lot of competition in that area now. And so data comes out and new products hit on that front. I think they're all kind of running into a crowded market.

And so I think some of them have had a hard time getting back to diversifying their R&D in such a way that they can get the next big one. And I do think that the weight loss drug boost has kind of built in to the stocks. There's a lot of competition in that area now. And so data comes out and new products hit on that front. I think they're all kind of running into a crowded market.

And so I think some of them have had a hard time getting back to diversifying their R&D in such a way that they can get the next big one. And I do think that the weight loss drug boost has kind of built in to the stocks. There's a lot of competition in that area now. And so data comes out and new products hit on that front. I think they're all kind of running into a crowded market.

So I do think there's sort of a look of what the next big, you don't want to call it a fad or a trend, but for lack of a better word, the next big healthcare trend is going to be.

So I do think there's sort of a look of what the next big, you don't want to call it a fad or a trend, but for lack of a better word, the next big healthcare trend is going to be.

So I do think there's sort of a look of what the next big, you don't want to call it a fad or a trend, but for lack of a better word, the next big healthcare trend is going to be.

So where's the next growth? And everybody...

So where's the next growth? And everybody...

So where's the next growth? And everybody...

know whatever the your sort of political feelings on it everybody got the vaccine for covet everybody was um you know taking tests for covet and so there was sort of full saturation for those kind of things so what's the product that's going to tap into the broadest possible public adoption because obviously if you go through healthcare companies you're going to find a few winners you know companies that that had

know whatever the your sort of political feelings on it everybody got the vaccine for covet everybody was um you know taking tests for covet and so there was sort of full saturation for those kind of things so what's the product that's going to tap into the broadest possible public adoption because obviously if you go through healthcare companies you're going to find a few winners you know companies that that had

know whatever the your sort of political feelings on it everybody got the vaccine for covet everybody was um you know taking tests for covet and so there was sort of full saturation for those kind of things so what's the product that's going to tap into the broadest possible public adoption because obviously if you go through healthcare companies you're going to find a few winners you know companies that that had

an excellent test for a cancer drug or something like that. I mean, it's pretty easy to find big winners in the healthcare space. But when you're talking about the healthcare space in general, you kind of need those overarching themes that are going to drive the entire sector.

an excellent test for a cancer drug or something like that. I mean, it's pretty easy to find big winners in the healthcare space. But when you're talking about the healthcare space in general, you kind of need those overarching themes that are going to drive the entire sector.

an excellent test for a cancer drug or something like that. I mean, it's pretty easy to find big winners in the healthcare space. But when you're talking about the healthcare space in general, you kind of need those overarching themes that are going to drive the entire sector.