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.
Investors’ favourite Christmas song made it into the 2021 music charts! Equity markets enjoyed a powerful rally during the last third of December, despite annualised US inflation at its highest level in nearly four decades, the FED’s more hawkish stance and the rapid spreading of Omicron.
Have you ever wondered why healthcare costs seem to increase year after year?