Kieger Healthcare Chart of the Month

Healthcare is dominated by big pharma. – Is it really? Hi, I’m Alexandra Egg from Kieger.

What was a fact a decade ago has changed dramatically over time. As this chart shows, today, big pharma only accounts for around half of the largest healthcare companies.

So what happened? There are various reasons. One of them is bad governance. Two of the largest players 10 years ago, Bayer and Teva, both faced massive ESG-scandals, which decimated their market value and hurt their reputation and business outlook.

On the other hand, in areas such as Healthcare Services and Medtech we saw true scientific innovation combined with innovative business models that pushed those companies into the top 20.

We at Kieger focus on good governance and responsible, innovative business models, because we believe that it is the only way to achieve sustainable long-term returns.

We dare to prioritize sustainability. Because we dare to care.