On the brink of fundamental changes
This year Cowen combined its Therapeutics and Medtools Conferences into one event that took place October 11th-12th in Boston. The conference hosted around sixty experts and key opinion leaders who participated in more than 25 panels over two days. The focus was on therapeutic areas with innovative approaches combined with emerging specialty tools. Besides offering a broad spectrum of recent developments from drug discovery to available treatments and objective academic views both on marketed drugs and therapies in development, the conference confirmed our view on the innovation capacity of the healthcare industry.
40.97% - that's how much the HC market has returned since November 2019 until end of November 2022. It certainly has not been a straight line. Join our Kieger Healthcare specialists Urban Fritsche and Raphael Oesch as they look back at the last three healthcare investment years and discuss two current challenges and corresponding opportunities.
Day after day currently feels like a roller coaster ride, going up because of better than hoped for CPI numbers, down because of looming recession fears, and back up because of a less hawkish FED speech. Are we there yet? What do you think?