We attended the 7th annual Morningstar Conference 2017 from Mar 15th to Mar 17th in Amsterdam.
This is one of the few non-healthcare conferences we participate in, aimed for PMs. The topics were diverse – from a broad approach to value investments, to uncovering value in EMs, overcoming behavioural biases on one end of the spectrum to the concept of Active shares and how they correlate to fund performance, the notion of how risk management as a concept starts with being risk savvy etc., on the other end.
We attended the ASCO 2023 annual meeting in Chicago. After the rise of immuno-oncology, COVID-19 challenged clinical trial execution and muted patient numbers. In the last years we saw many setbacks of once promising immuno-oncology combinations trials.
What mattered this month in healthcare? Q1 reporting came to a close, and FTC action put pressure on the biopharma space and... Find out more in our monthly healthcare newsletter.
With M&A picking up, are we at a turning point for biotech? Check out our latest Kieger AG Chart of the Month Video.