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.
What mattered this month in healthcare? The readout of the SELECT study was the single biggest healthcare event of the month. The results may open the door to wide reimbursement for GLP-1 weight-loss drugs. This led to an overreaction with significant price movements amongst many companies as markets just made blanket assumptions of a healthier, thinner world. Find out more in our monthly healthcare newsletter.
Remarkable Strides in Breast Cancer Survival: A Look at the Last Few Decades 🎗️📈 Intersted in knowing more? Check out Maria Specogna’s latest chart of the month video!
What mattered this month in healthcare? Second quarter earnings season kicked off to a strong start, with earnings overall better than estimates. However, positioning matters, and strong numbers were not always enough if expectations were high. Find out more in our monthly healthcare newsletter.