While much ado has rightfully been made of the COVID public health disaster, we haven’t seen a lot of long-term forward-looking analysis — few prognosticators seem focused on skating to where the puck is going. Throughout COVID, I read a whole lot about the possibilities of investing in the vaccine (Moderna, Pfizer, Johnson & Johnson), ventilators (Resmed), and treatments (Gilead) — but I didn’t hear many cogent arguments focused around what are sure to be the longer-term public health implications of COVID-19.
A July 2020 study done in Frankfurt, Germany, of patients who had recovered from COVID showed that 60% had ongoing heart problems after recovery, independent of their pre-existing conditions. This is startling data that has implications for the medical establishment — and investors — going forward.
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