
The Conflict Within ESG
Sustainability Now
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The Judgment Calls on Solar on Healthcare
Only around 20% of the biotechnology and pharmaceutical companies that we covered do well at both developing vital drugs and making them more easily available to the world. The differentiator for a company once it has you know the requisite product safety and quality mechanisms in place is access. When those judgment calls begin to be used in building portfolios you start to understand how they manifest themselves in the aggregate. Sometimes you have to settle for a little less in one category for a little more in another.
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