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.
Did you know that clinical care is estimated to affect only 20% of our health well-being?
The conflict in the Ukraine is the first war in a fully interconnected world, wired more closely than ever before by trade, supply chains and financial markets. As such, while the drama is occurring within Ukraine’s frontiers, the consequences of Putin’s “special military operation” are being felt across the globe.