US tax reform set to propel M&A in healthcare

12-2-2018

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The recent US tax reforms have opened the doors to increased merger and acquisition (M&A) activity among large US healthcare companies, many of whom have indicated that they are in the market to buy. In this video, Ethan Lovell, Co-Portfolio Manager of the Janus Henderson Global Life Sciences Strategy, discusses the recent acceleration of activity in the healthcare space and covers:
  • Which healthcare companies have been acquired in recent weeks, and why?
  • What has been the catalyst for increased M&A?
  • What other companies are potential takeout candidates?

 

 

These are the manager’s views at the time of recording.

The examples in this video are intended for illustrative purposes only and are not indicative of the historical or future performance of the strategy or the chances of success of any particular strategy. Janus Henderson Investors, one of its affiliated advisors, or its employees, may have a position mentioned in the securities mentioned in the video. References made to individual securities should not constitute or form part of any offer or solicitation to issue, sell, subscribe or purchase the security.

The healthcare industries globally are subject to differing government regulation and reimbursement rates, as well as governmental approvals of products and services, which could have a significant effect on price and availability, and can be significantly affected by rapid obsolescence and patent expirations.

Foreign securities are subject to risks including currency fluctuations, political and economic uncertainty, increased volatility, lower liquidity and differing financial and information reporting standards, and may be magnified in emerging markets.

Resultaten behaald in het verleden vormen geen garantie voor de toekomst. Alle performancegegevens omvatten inkomsten- en kapitaalwinsten of verliezen maar geen doorlopende kosten en andere fondsuitgaven.

De informatie in dit artikel mag niet worden beschouwd als een beleggingsadvies.

Voor promotiedoeleinden.

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Wijziging fondsnamen

Wij wijzen u erop dat de fondsnamen Janus en Henderson op 15 december 2017 worden gewijzigd in Janus Henderson. Met deze wijzigingen stemmen we onze productnamen af op onze naam, Janus Henderson Investors, na de fusie van Janus Capital en Henderson Global Investors in mei 2017.

Deze naamswijziging heeft geen impact op het beheer van de onderliggende fondsen en beleggers en adviseurs hoeven geen actie te ondernemen.