Eurazeo’s Post

Worldwide Healthcare Trust’s (WWH’s),which invests in the global healthcare sectors,  co-managers, Sven Borho and Trevor Polischuk, at global healthcare specialist OrbiMed, are bullish on the outlook for the healthcare industry. They believe that high levels of innovation will be the most important driver of the sector’s performance, although continued robust levels of product approvals and an acceleration in M&A activity are also important considerations. The managers’ successful long-term strategy of favouring emerging (smaller-cap) biotech companies over large-cap pharma companies provided an earnings headwind between early 2021 and mid-2022 as growth stocks were under pressure in a rising interest rate environment. However, performance appears to have turned a corner in recent months and it should be remembered that WWH has significantly outperformed its benchmark since launch in April 1995. Edison Group #Healthcare #Investment #strategy   https://lnkd.in/dywAQ4kw

Here's why the Pharma and Healthcare Sector could energize your investments over time. Check out the WhiteOak Capital Pharma and Healthcare Fund - NFO now! NFO period: 16th -30th Jan, 24 Click here to invest: https://bit.ly/3NZq115

Zuellig Pharma was honoured to be a part of the 2024 Annual J.P. Morgan Healthcare Conference in San Francisco last week, the largest and most informative healthcare investment symposium in the industry connecting over 8,000 global industry leaders, executives and investors. With an optimistic outlook for 2024, conversations centred around the future of healthcare fuelled by an improving global economy, rising merger and acquisition activity, biopharmas’ increasing focus on key therapeutic areas such as obesity, a growing interest in China and the FDA’s focus on artificial intelligence and data and enterprise transformation.   Our Group CEO John A. Graham shared key insights on the growing Southeast and North Asia region, which represents the world’s third-largest market with a population of 1 billion people, before diving into how Zuellig Pharma connects biopharma companies, healthcare professionals, patients and consumers across the healthcare value chain in the region. In particular, he shed light on how Zuellig Pharma builds strategic commercial partnerships to support companies in attaining market leadership in key therapeutic areas, and leverages technology for our innovative market-leading digital tools and support programmes.   As a leading integrated healthcare solutions company, Zuellig Pharma powers the healthcare ecosystem through our wide range of solutions, from commercialisation and market expansion, distribution, clinical trials and sourcing to contract manufacturing. We look forward to deepening existing strategic partnerships and striking up new collaborations with multinational healthcare leaders in 2024, as we remain focused on our mission of making healthcare more accessible in Asia.   #JPMHC24 #HealthcareTrends #MakingHealthcareMoreAccessible 

In part three of MobiHealthNews' investment series, Sonny Shergill, vice president of commercial digital health at AstraZeneca, highlights the pharma giant's perspective on navigating the digital health investment space and how decisions are made to fund or partner with health tech companies. Check out part three by clicking the link below or going to MobiHealthNews! On Thursday, we'll dive into vendor strategies for approaching investment firms. #PharmaInvestment #DigitalHealth #HealthTech #HealthcareInnovation #PharmaTech #HealthTechInvestment #HealthcareInvesting #LifeSciences #HealthInnovation #AstraZeneca #MobiHealthNews HIMSS Media HIMSS

Sam Walker and I recently started at Perennial Partners transitioning the investment management of Future of Healthcare Fund to Perennial. The Future of Healthcare Fund (FOHF) returned +10.0% (net of fees) for the quarter, and +32.8% for the year ending June 2024. The MSCI World Healthcare Index retreated -1.5% for the quarter, and delivered +11.6% for the year in AUD terms. Outperformance last quarter was largely driven by stock selection. Highlights were the performance of Clarity Pharmaceuticals (ASX: CU6) and Zealand Pharma (CPH: ZEAL) following impressive clinical trial updates. Click here to see the June Quarter report. https://lnkd.in/enG2nQ63 The Future of Healthcare Fund: Seeking enduring capital growth for investors through investments that enhance health and wellbeing. https://lnkd.in/d5QviRwn

Biotech Investing: Navigating the Healthcare Sector Unlock insights into biotech investing and successfully navigate the healthcare sector. https://lnkd.in/dCT3Dgnn

📈 Uncover J&J's healthcare investment roadmap! Dive into their resilient strategies, growth insights, and the anticipated 6% surge in my comprehensive analysis. READ MORE -> https://lnkd.in/efbw3wrj <- #HealthcareInvestments #InvestmentStrategies #JNJ #Pharma #MedTech #MarketInsights #FinancialForecast 📊🚀💼

🙌🏽 Concluding the first day of the 2024 #OBIO Investment Summit with an evening of networking, supported by our event partner, INOVAIT Canada! #OBIOInvestmentSummit #OBIOInvestmentSummit2024 #OIS2024 #healthcare #healthtech #healthtechnology #lifesciences #investment #medtech #businessdevelopment #therapeutics    #innovativesolutions #innovationsinhealthcare #medicaldevices #diagnostics #digitalhealth

The Bain & Company Global Healthcare Private Equity Report for 2023 reveals a resilient healthcare sector amidst global challenges 🏥 🌎 Key takeaways: 💰 Biopharma dominates with 48% of deal value 🚀 HCIT remains a vital lever for innovation 🇮🇳 India emerges as a key investment hub 2️⃣ Secondary transactions gain prominence in the face of liquidity challenges. 👔 Corporate M&A thrives despite headwinds. The report anticipates a 2024 resurgence, urging investors to navigate market complexities and embrace innovation.    🔗 Read the full report here: https://lnkd.in/eMZCyHK4 Altus Partners has secured a market leading offering to Private Equity backed companies throughout Europe, thanks to our relationships with leading funds across Europe and their portfolio companies, led by a highly talented team of specialists that has many years of experience in executing a diverse array of mandates 🙌 Get in touch with the team to find out more: https://lnkd.in/eEirmBfr #healthcare #privateequity #investment #venturecapital #innovation  The LCap Group: DRAX Executive, Rowan, Leadership Dynamics and PACE 

Right now, there’s an explosive investment opportunity knocking as these pioneers lead the way in delivering life-saving treatments. We’re talking about a multi-trillion-dollar arena where groundbreaking advancements meet market potential. Simplified for ease, this guide is your window into a world where investing meets impact. And, no, it’s not just about capital growth; it’s about being part of something bigger: https://bit.ly/4bmTlbt #CureTalent #Investment #MedicalTechnology #MedTech