We attended the 43th annual Goldman Sachs Healthcare Conference 2022 from June 13th to 16th in Los Angeles, where we focussed mostly on Medtech and Service companies. We came away convinced that the healthcare sector will once again prove its defensive qualities as the dynamics of the healthcare market are less affected by the current macroeconomic backdrop.
Detecting cancer early on can make such a big difference. The good news is that cancer screening will get much easier in the future.
February was a month of twists and turns for the healthcare industry! From the ebb and flow of macro dynamics to the ups and downs of the Q4 reporting season, healthcare stocks experienced a flurry of activity. Meanwhile, the Medtech, Pharma, and Providers space saw a surge of M&A activity. More in this month’s commentary.
Did you know that every 34 seconds a person dies in the United States from cardiovascular disease? It’s the leading cause not only in the US, but also globally.