Big healthcare inequalities exist around the globe, as Covid-19 has shown and as Kieger AG’s chart of the month illustrates. But will this gap close? We don’t think so. Companies and investors have a strong focus on just a few disease areas. Especially oncology and immunology (see chart) represent big, attractive markets of the western world with high prizes, quick results and straight forward regulatory and distribution processes. Other therapeutic areas with a high disease burden remain underserved. We dare to care and invest in companies that focus on underserved healthcare needs.
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.