Healthcare & Medical Articles

2024 was a bumpy ride for global healthcare investors with the sector lagging most economically sensitive sectors. There were also sector-specific challenges to navigate in the form of margin pressure, workforce shortages, and digital disruption. But at this juncture, the global healthcare sector’s fundamentals are stronger than ever thanks to a step-change in recent innovation as well as favourable demographic changes. Investors should arguably position themselves for a sector recovery…

Better treating chronic disease has long been a core objective for the global medtech sector. Whilst steady progress in that direction has the name of the game for decades, the medtech sector appears to be at an inflection point with a secular improvement in treatment standards occurring in recent years. Less-young investors (I’m being polite) will remember a similar feeling in the global technology sector back in 1995, during the early stages of the tech boom.

There has been considerable hype lately surrounding the weight-loss drugs Ozempic/Wegovy which was initially designed for managing diabetes. From short sellers who believe Ozempic will disrupt competitors to endorsements by high-profile figures like Elon Musk and former UK Prime Minister Boris Johnson, these slimming drugs have transcended medical circles, shaking up entire industries from biotech and healthcare to fast food.