Hearing aids: a recession proof segment, but is it different this time (?)
From October 12th to 14th we attended the 66th EUHA (European Association of Hearing Acousticians) congress in Hannover, Germany. With thousands of participants, almost 120 exhibitors and dozens of expert lectures the EUHA congress is among the largest in the world in this field. Many hearing aid companies use this platform for their own investor meetings. We also attended the Sonova Investor Day that preceded the fair.
What mattered this month in healthcare? The readout of the SELECT study was the single biggest healthcare event of the month. The results may open the door to wide reimbursement for GLP-1 weight-loss drugs. This led to an overreaction with significant price movements amongst many companies as markets just made blanket assumptions of a healthier, thinner world. Find out more in our monthly healthcare newsletter.
Remarkable Strides in Breast Cancer Survival: A Look at the Last Few Decades 🎗️📈 Intersted in knowing more? Check out Maria Specogna’s latest chart of the month video!
What mattered this month in healthcare? Second quarter earnings season kicked off to a strong start, with earnings overall better than estimates. However, positioning matters, and strong numbers were not always enough if expectations were high. Find out more in our monthly healthcare newsletter.