| Preferred | Standard | Hidden Pipeline Series | Index of Current Quarter Health Services Demand Series | New Product Approval Portfolio Series | A la carte | |
|---|---|---|---|---|---|---|
| Embargoed research(<30 days old) | √ | √ (series only) | √ (series only) | √ (series only) | √ | |
| Current research(30 – 270 days old) | √ | √ | √ (series only) | √ (series only) | √ (series only) | √ |
| Recent research(270 days – 2 years old) | √ | √ | √ (series only) | √ (series only) | √ (series only) | √ |
| Archive research(> 2 years old) | √ | √ | √ (series only) | √ (series only) | √ (series only) | √ |
| HTML format | √ | √ | √ (series only) | √ (series only) | √ (series only) | |
| PDFs | √ (by email) | √ (by email) | √ (series only, by email) | √ (series only, by email) | √ (series only, by email) | √ (downloads) |
Preferred subscription ^
Preferred subscriptions include unrestricted use and downloads of the full research archive, email delivery of new research as published, and access to the research analysts. For more information or to become a full client, please contact SSR Health
Standard subscription ^
Standard subscriptions offer access to all research at least 30 days old. Research can be accessed in HTML or via pdf download, and includes all exhibits, charts and tables from the original publications. Outside of a preferred subscription it is the most comprehensive option available; an annual subscription is the best value
Research series ^
Readers with a primary interest in one of our regularly published research series’ may subscribe to that series exclusively. Series subscribers receive all publications in that series on the first date publications are made available to any SSR Health client, and also receive full access to all past research in that series
Hidden Pipeline Series ^
Published quarterly, this series of research notes indicates whether phase 3 and earlier (aka ‘Hidden’) research pipelines for the 22 largest US-listed R&D companies are over-, under-, or accurately valued. Each report estimates: 1) the percent of each firm’s market capitalization accounted for by its Hidden Pipeline; 2) the contents of each company’s Hidden Pipeline (by the most specific applicable World Health Organization Anatomic Therapeutic Chemical class); 3) the relative (v. peers) economic value of each company’s Hidden Pipeline; and 4) the percent change in company share price that would be required for the market value of each company’s Hidden Pipeline to match the apparent true economic value of its Hidden Pipeline. Since November of 2012, companies identified as having undervalued pipelines have outperformed an index of their peers by 25.5%. An example report from this series can be found here
Index of Current Quarter Health Services Demand Growth Series ^
US healthcare demand is volatile, being heavily influenced by such factors as changing employment levels, the expansion of Medicaid, the expansion of insurance under the Affordable Care Act, and changes to provider pricing power. Shifts in demand have large effects on the ideal sub-sector balance of a healthcare portfolio, thus the importance of tracking demand in real-time, or nearly so. Using a validated model of leading and co-incident indicators of US health services demand, we publish 3 demand estimates each quarter – 2 are published during the quarter, and 1 is published just after the quarter, but before most healthcare companies release quarterly earnings. An example report from this series can be found here
New Product Approval Portfolio Series ^
Drug and biotech stocks tend to outperform their peers both before and after scheduled regulatory action dates for major products; however investment risks are concentrated in the days immediately preceding and following the scheduled regulatory action. We have shown that long positions in companies with pending and recent regulatory approvals, balanced by disciplined selling ahead of the actual regulatory actions, creates a portfolio with better risk / return characteristics than the drug and biotech indices on average. All of the information (phase 3 status, filing status, scheduled action dates, share price information) that feeds into our buy / sell decisions, plus the active and past portfolios, are published monthly. An example from this series can be found here
A la carte ^
Non-members can purchase pdf downloads of individual research notes. Pricing varies primarily based on vintage.