We attended the biannual International Dental Show (IDS) from March 12 to 16 2019 in Cologne, Germany, including a booth tour, the Straumann investor breakfast and expert and management conversations.
IDS is the landmark trade summit in dentistry with more than 140’000 visitors and ~2’300 exhibitors from around the world. Given the huge audience and the biannual frequency dental supply manufactures use the IDS traditionally to showcase their newest product innovations. However, this year we had the impression that introductions overall were more evolutionary. Digitalisation of dentistry remains the hot topic with intra oral scanners seen as gateway technology.
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?