We attended the Citi European Healthcare Tour with company and physician meetings in the UK, Switzerland and France. Our take: Immuno-oncology (I/O) hopes becomes reality, faster and broader than ever thought.
2016 will be the year of immune-oncology combinations, the potentially holy grail of this space. The I/O field develops extremely fast and what looked promising yesterday can be redundant tomorrow and vice versa.
Big, early players with broad approaches and capabilities look the most promising. Pricing of I/O agents especially in Europe is going to determine the rate of adoption.
Happy Birthday! Our Kieger Impact Healthcare Fund is turning 1! On this occasion, we are proud to share our Kieger AG Impact Healthcare Report, where we highlight the progress achieved during the past year and reflect on what have been unparalleled times.
“Sell in May and go away, but remember to come back in September” ... or perhaps October? Most stock markets reached new highs in early September, with economies have seemingly finally put the pandemic behind. At such a "cruising altitude," small turbulences can lead to serious corrections – and the month certainly offered plenty.