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Adverse changes could impact the development of this industry. Government changes to universal health care. These changes might have a negative affect. Any risk of government involvement in an industry increases the risk of uncertainty for that industry and increases the cost to acquire capital to expand. Higher risk lowers the value of companies.

Source: http://en.wikipedia.org/wiki/Universal_health_care"Universal Health Care" has a significant impact, so an analyst should put more weight into it.