I think these were good thoughts for Medtech & Pharma & Life Sciences investments.
So I linked a snippet from your Investment Strategy thread to the Medicine-General thread.
Regarding the third point, these hepatitis C drug companies come to mind, which have suffered because they cure the disease, rather than just alleviating symptoms. But I’m still in favor of curing, even if investment returns suffer a bit 
Seeking technological top products in the pharmaceutical industry: steady boring or rollercoaster?