We attended the 40th annual Goldman Sachs Healthcare Conference 2019 from June 11th to 13th in Los Angeles.
We felt the mood among executives and fellow investors was good. Probably less enthusiastic compared to prior years but still reasonably good given political uncertainties. The conference in general reassured us in our market thesis and individual investment cases.
After weeks of containment efforts, some governments dip their toe into the uncertain waters of re-opening parts of the economy. What needs to be in place in order to get back to a certain state of normalcy? And how does testing help in this endeavour?
As the world grapples with the outbreak of SARS-CoV-2 and people across the world experience dramatic cuts to their freedom of movement, the healthcare sector is racing to find solutions to tackle the current pandemic. How quickly could treatments for COVID-19 realistically become available?
We attended the 9th Annual SVB Leerink Global Healthcare Conference in New York from February 25 to 27, 2020, which hosted over 200 healthcare companies. As the spread of COVID-19 hit the markets this week, it was also the number one topic at the conference.