We attended the Jefferies Healthcare Conference 2017 from June 6, to June 9 in New York City.
After a complicated 2016, the healthcare investment year 2017 so far has a lot to like. With the strong performance across the sector (YTD > 10%) and especially across subsectors like Medtech, Healthcare Services and Life Sciences Tools and Services (each YTD >20%) the conversations changed completely from last year’s “will the market ever recover? ” to today’s “how much longer can this healthcare bull market last? “.