We attended the Annual Meeting of the American Society of Clinical Oncology 2017 (ASCO 2017) from June 2 to June 6 in Chicago.
After several years of huge excitement around IO this year’s meeting tone was more muted. IO is real and there are synergistic effects in combinations therapies – just as it was hoped for – but what is missing is better biomarkers in order to figure out which patients will benefit best from what 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?