Sarah Vercammen’s Post

The healthcare industry is at a critical tipping point. At GE HealthCare, we are focused on delivering on a future of healthcare that will be personalized and preventive, with better patient outcomes at lower costs. Watch the latest episode of Nasdaq and Invesco QQQ’s Innovation Answered series to hear our CFO Jay Saccaro discuss the role GE HealthCare is playing in healthcare innovation. #GEHealthCare #FutureofHealthcare #AI #PrecisionCare

The healthcare industry is at a critical tipping point. At GE HealthCare, we are focused on delivering on a future of healthcare that will be personalized and preventive, with better patient outcomes at lower costs. Watch the latest episode of Nasdaq and Invesco QQQ’s Innovation Answered series to hear our CFO Jay Saccaro 😊 discuss the role @GEHC is playing in healthcare innovation. #GEHealthCare #FutureofHealthcare #AI #PrecisionCare

The healthcare industry is at a critical tipping point. At @GE HealthCare, we are focused on delivering on a future of healthcare that will be personalized and preventive, with better patient outcomes at lower costs. Great insights in the latest episode of @Nasdaq and Invesco QQQ’s Innovation Answered series from MedTech Finance Leaders, including our CFO @Jay Saccaro discussing the role @GEHC is playing in healthcare innovation. #GEHealthCare #FutureofHealthcare #AI #PrecisionCare https://lnkd.in/eHURMZmY

#News for #Media and #Investors. Watch Brian Hoffmann, President Generics discuss the record performance of our Generics business in 2023. With double-digit revenue and core operating profit growth, this was an outstanding year for Generics. For more, see https://lnkd.in/e3wVpu2k https://lnkd.in/eFaQU_AG

🧬 European Life Sciences deals overview for 2023 & 2024 outlook 📈 https://lnkd.in/dsiQ5NpB Excited to share our latest publication. In this report, we delve into the dynamic landscape of life sciences investments across European targets, highlighting key trends across each deal type, notable deals, and emerging opportunities shaping the industry Explore the full report to stay informed and gain strategic perspectives on the future of life sciences investments in Europe #LifeSciences #Biotech #Investments

We had a very interesting panel discussion last week on the 2024 outlook for Biotech. We examined the drivers of the potential recovery in the Biotech capital markets and deal making and considered four levers: 1. The return of risk capital from institutional investors 2. 2030 Big Pharma patent cliff 3. More deals: Big Pharma M&A and licensing driven by profits from obesity / cardiometabolic and (2) need to find more first in class / best in class medicines to replace 2030 revenue 4. Dual track and Triple track options for Biotechs: sale to Big Pharma or IPO and / or licensing partnerships A poll of the ~150 participants felt cautiously optimistic that this was the beginning of a recovery in Biotech markets. It was a pleasure to moderate the discussion. Thanks to the excellent panel Marta Helena Lesko Tim Haines Jane Buus Laursen Michael Rice and to LSX - partnering for Life Science eXecutives Adam Griffiths for hosting.

Check out our latest Quarterly Investment Review to get a better idea of where we think values exist in the markets! Patient Capital Management, LLC $CROX - 13% FCF yield, P/E 8.5x, HEYDUDE stabilizing $RPRX - 8x P/E, low-teens IRR on royalty deals $ILMN - Grail divestment = higher margins, implying market multiple $SDRL - limited supply, increasing demand, large buybacks https://lnkd.in/eGdDqmPf

📈 Is the ASX on the cusp of a biotech boom? Rory Hunter, portfolio manager of SG Hiscock's Medical Technology Fund, thinks so, with some analysts suggesting CSL could get to $500. Read about Rory's outlook here 👉🏻 https://bit.ly/3XmOnaR #sghiscock #fundsmanagement #medicaltechnology #emergingmarkets The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

#FundManagerNews 🗞 Merck Mercuriadis, founder of Hipgnosis Song Management, will step down as chair following Blackstone's acquisition of Hipgnosis Songs Fund, which has received unanimous shareholder approval. Read further 👉https://lnkd.in/gRWbCtGx If this affects you and you’d like to discuss our opinion on this fund and how it may or may not continue to fit your investment goals or risk tolerance, please call us on 01420 83517 or email info@murdochasset.co.uk #fundmanagement#investments#investing

In celebration of HFXI's fundiversary this month, New York Life Investments' Director of Product Management, Dan Petersen, highlights the key benefits of this highly-rated fund. Interested in learning more? Discover how you can help clients rebalance and diversify their equity portfolios with HFXI: https://bit.ly/46efBD3