APR - Goldman sizes up healthcare providers ahead of Q2 results Doximity draws buy ratings - today's analyst action

naphtalina/iStock via Getty Images HCA and Tenet best positioned among among healthcare providers: Goldman Sachs In its take on healthcare service providers prior to Q2 earnings, Goldman Sachs observe slower-than-expected recovery in the subsector due to concerns over COVID-19 Delta variant and seasonality after a year of lockdown. “These factors push our recovery inflection expectations to 2022,” the analysts wrote, highlighting their unchanged views over the tailwinds of a material volume backlog expected in 2022 where HCA Healthcare (HCA) and Tenet Healthcare (THC) are best positioned. Option Care Health raised to buy at Goldman Sachs In the report, Goldman Sachs has upgraded Option Care Health (OPCH) to buy from neutral citing the firm’s increasing confidence over the fundamentals of the business in addition to the likely benefit from Biogen’s newly-approved Alzheimer’s therapy, Aduhelm. Despite the industry concerns, “we continue to see a significant opportunity for the drug class and thus

For further details see:

Goldman sizes up healthcare providers ahead of Q2 results, Doximity draws buy ratings - today's analyst action