We remain very optimistic for the oncology market and its players after attending the ASCO (American Society of Clinical Oncology) 2015 in Chicago, the world’s most important oncology congress.
Its annual meeting is the biggest and most important oncology conference throughout the year. More than 30000 attendees got updates on clinical trials, evolving science and just about everything else around oncology. Immunooncology (IO) was the key theme at the conference with very promising developments. However, new therapies are also needed for patients not responding to IO treatments.
Rarely are health inequalities more apparent than when walking around San Francisco during the J.P. Morgan Healthcare Conference. In our chart of the month, Raphael Oesch (Portfolio Manager), takes a look at the statistics and discusses some of the reasons behind the figures.
We recently attended the 41st J.P. Morgan Healthcare Conference in San Francisco, which took place from January 9th to January 12th 2023. Our overall conclusion from the conference is that the industry remains in good shape. The key themes that emerged during the week from a devices and services perspective were, the rise of value-based care and innovation & digitalisation. However, it also became clear that the macroeconomic environment is still the dominant force behind (sub) sector performance.
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?