A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.
Insights
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How innovation is driving drug revenue growth in biopharma.
A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare.
Positive clinical trial data in 2022 could lead to record drug launches over the coming year.
Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.
Why health care could be well positioned to offer both defense against market volatility and opportunities for long-term growth.
Why we believe the biopharma industry should be able to adapt to drug pricing changes.
Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.