We attended the biannual International Dental Show (IDS) from March 21 to 25 2017 in Cologne, Germany, including expert meetings, booth tours and the Straumann investors breakfast.
With over 140’000 visitors and 2’300 exhibitors from 60 countries IDS is the worldwide landmark trade fair in dentistry. We had the impression that in general the tone at the show was upbeat with companies pointing to significant foot traffic at booths and stable to improving end markets. Product introductions were more evolutionary than in previous years.
Rarely are health inequalities more apparent than when walking around San Francisco during the J.P. Morgan Healthcare Conference. In our chart of the month, Raphael Oesch (Portfolio Manager), takes a look at the statistics and discusses some of the reasons behind the figures.
We recently attended the 41st J.P. Morgan Healthcare Conference in San Francisco, which took place from January 9th to January 12th 2023. Our overall conclusion from the conference is that the industry remains in good shape. The key themes that emerged during the week from a devices and services perspective were, the rise of value-based care and innovation & digitalisation. However, it also became clear that the macroeconomic environment is still the dominant force behind (sub) sector performance.
Day after day currently feels like a roller coaster ride, going up because of better than hoped for CPI numbers, down because of looming recession fears, and back up because of a less hawkish FED speech. Are we there yet? What do you think?