Sofinnova Partners’ Post

Improving health outcomes requires strategic business solutions in emerging markets. Next week in London, I’ll be speaking at #HBI2024 on investing for impact in healthcare markets, with lessons drawn from IFC’s experience in financing close to $10 billion in health systems strengthening in Africa, Asia, Latin America, and other parts of the world.   The Healthcare Investing in Emerging Market Summit, co-hosted by IFC and Healthcare Business International, will be held on June 10. It will bring together top investors and healthcare providers to share insights, discuss key topics, and participate in interactive roundtable discussions.   Healthcare needs in emerging markets are significant and often unmet by existing supply. Access to quality healthcare is essential, and the private sector plays a significant role in making this a reality. Investors entering these markets often face new risks and must know how to identify them early and understand how to address them. Join me and my colleagues Silven Chikengezha, Charles Dalton, and Raju Narayan at the "Healthcare Investing in Emerging Market Summit.” Register today at https://bit.ly/44EWtwS   Speakers include: Afsane Jetha, Managing Partner and CEO, Alta Semper Capital Matthew Strassberg, Partner, MidEuropa Dr Abrar Mir, Managing Partner, Quadria Capital Menka Shah, Partner, Investment Funds for Health in Africa (IFHA) Emmett Moriarty, Managing Director, ENNISMORE ADVISORY LTD Matt Williams, CEO, Africa Healthcare Network Irfan Khan, Group Chief Commercial Officer & CEO, Evercare Group - Kenya, Nigeria, Pakistan Dr. Zoe Kyriakou, SVP Global Head of Healthcare Consulting, Siemens Healthineers Zeynep Kantur Ozenci IFC - International Finance Corporation #IFCHealth

Insightful Discussion on Healthcare and Life Sciences Investment with OECD Insights Enjoyable first session at the Simmons & Simmons in partnership with France Biotech Healthcare Investment Insights conference in VERSO Centre de conférences in Paris this morning. A Q&A Session with the OECD - OCDE featuring an insightful fireside chat between Guillaume DEDET Senior Economist and Physician (OECD), and Charlotte Stalin, Head of Financial Institutions at Simmons & Simmons. The session delved into key challenges that the healthcare and life sciences sectors are grappling with today. Key takeaways: 1. Challenges in Healthcare & Life Science Investments: We discussed the hurdles in attracting sustainable investment in the sector, especially in light of shifting global priorities post-pandemic. 2. Carbon Footprint: The industry is under increasing pressure to address its carbon footprint, especially with rising awareness of environmental impacts on health outcomes. 3. Efficiency Management: Accidental fatalities in care settings remain a concern, and there’s a push toward improving efficiency and safety in healthcare delivery. 4. EU vs. US in Innovation Investment: The differences in innovation investments between the EU and US were analyzed, with a spotlight on how regulatory frameworks and risk appetite vary across regions. 5. Geopolitical Risks: Ongoing geopolitical tensions are impacting investment decisions, with companies needing to carefully assess the risks associated with supply chains and market stability. This session underscored the importance of a multi-faceted approach to healthcare investment, considering both economic and ethical implications. Grateful to have been part of this insightful discussion and looking forward to seeing how these trends evolve. #Healthcare #Investment #LifeSciences #SustainableInvesting #OECD #Innovation #GeopoliticalRisk #CarbonFootprint #simmons #francebiotech

Dr. Asma Al Mannaei, Executive Director of the Health Life Sciences Sector at the Department of Health – Abu Dhabi, and H.E. Faisal Alhmoudi, Executive Director of the Social Investment Fund at the Authority of Social Contribution – Ma'an, emphasise the critical role of research funding in advancing healthcare innovation, highlighting how collaborative efforts empower innovators to create transformative solutions that enhance patient outcomes and solidify Abu Dhabi’s position as a global leader in healthcare innovation.

The biggest opportunity for healthcare is in emerging markets! At the recent Milken Institute Conference Middle East, Helmut Schuehsler of TVM Capital Healthcare (a specialised healthcare PE/Growth equity firm with over $1bn AUM focused on Asia & the Middle East) highlighted a significant insight for the healthcare sector: "The biggest opportunity for healthcare is in emerging markets." Schuehsler emphasized that healthcare in these regions: -Is less ossified, offering a less rigid framework for innovation. -Has fewer entrenched systems, which allows for more flexibility and adaptability. -Is more open to new ideas, fostering an environment ripe for groundbreaking advancements. I was also truly honored to witness my friend, Geetha Tharmaratnam, speak passionately & compellingly about the critical issues of health equity and access, highlighting that these challenges persist not just in developing regions, but also in developed markets. Her dedication to these global health issues is both inspiring and a clear call to action. These perspectives not only underscore the potential for growth and innovation,but also call for strategic investments and collaborations in these dynamic markets. Could this be a pivotal moment for rethinking global healthcare strategies? #LeadershipInHealthcare #EmergingMarkets #Innovation #HealthcareInvestment

Will you be attending #JPM2025? Join the Bay Area Global Health Alliance for “Realizing Returns: Investment Opportunities in Emerging Markets,” a panel discussion held on January 15 from 1:30-2:10 PM in the Union Square Room. Emerging markets represent some of the fastest-growing healthcare markets globally. Digital health and locally-driven health tech innovation are exciting trends, anchored by young, rapidly-growing, and increasingly wealthy populations demanding high-quality healthcare. These trends are reinforced by sovereign and multi-lateral funders making major investments in emerging healthcare opportunities with exceptional growth potential. Moderated by Krista Donaldson and featuring expert panelists Stacy Feld, Nafisa Jiwani, Glenn Rockman, and Gregory Rockson, the discussion will highlight investment opportunities in and explore partnerships using innovative financing models to drive financial returns and improve the quality of life for individuals in these growth markets. Learn more: https://lnkd.in/gmA8tumq – Not attending JPM and interested in tuning in to the discussion via audio webcast? Fill out this form to receive the link: https://lnkd.in/gG9sqSqb #JPM25 #JPMHC25 #EmergingMarkets #HealthTech #Innovation #Technology #DigitalHealth #Collaboration #GlobalHealth #PrivateCapital #InnovativeFinancing #Partnership #HealthCare #Investment #PublicHealth

Did you know that low and middle income countries represent one of the fastest growing healthcare markets in the world and will be home to 70% of the worlds population in 2030? According to McKinsey Global Institute report, “Reimagining Economic Growth in Africa,” Africa will have the world’s largest working-age population by 2040, becoming majority urban as “500 million people migrate to cities and create the largest total number of urban dwellers in the world.” As these markets expand, levels of chronic diseases will unfortunately grow exponentially. Statistics like these are why we think more attention needs to be paid to the opportunities for healthcare investments that generate strong financial returns while driving positive health outcomes. Join me, the Bay Area Global Health Alliance and our fantastic panel of investors and innovators on January 15 in San Francisco at #JPM2025! Gregory Rockson Stacy Feld Nafisa Jiwani Glenn Rockman Krista Donaldson James Bair Cyriac M Alappat CPA,CA Colin Boyle Monisha Ashok David Milestone Caitlin Bristol Raj Panjabi Prashant Yadav Kenneth Gustavsen

🌍📈  The fastest-growing healthcare markets in the world are in low- and middle-income countries and projected to be home to 70% of the global population by 2030. These regions, particularly Africa, are undergoing rapid transformation. By 2040, Africa will boast the world's largest working-age population and the most urban dwellers globally, as 500 million people migrate to cities (source: McKinsey Global Institute). This creates a unique opportunity for private investment to play a pivotal role in addressing health care needs while delivering strong financial returns. With national budgets stretched and traditional aid declining, it's time to explore innovative financing mechanisms that align impact with ROI. 🚀 Join me, the Bay Area Global Health Alliance, and a stellar panel of investors and innovators on January 15 in San Francisco at #JPM2025 to discuss the future of healthcare investment in emerging markets. Don’t miss this chance to be part of the conversation shaping the next frontier of health and wealth. 💡 #ImpactInvesting #GlobalHealth #EmergingMarkets #HealthcareInnovation Krista Donaldson, Stacy Feld, Nafisa Jiwani, Glenn Rockman, Gregory Rockson, James Bair, Neha Agarwal, Jonathan Kfoury, Mark Allen, Annie Spokes Frost, PhD, Natasha Sunderji, Molly Bode, Caitlin Bristol, Monisha Ashok

Looking forward to this upcoming conversation. #Empowering Ideas, #Transforming the Future.

Recent insights from PitchBook, a leading private markets data provider, highlight a notable trend in the health technology sector: specialized investors significantly outperform their generalist counterparts. In the health tech domain, expertise and deep industry experience clearly play a pivotal role. The data indicates that companies with backing from sector specialists, such as HealthCap Africa, are more likely to achieve successful outcomes, including IPOs or acquisitions at higher valuation multiples, compared to those supported by generalist firms. This underscores the value of niche expertise in driving successful investment strategies and outcomes within specific, knowledge-intensive sectors like healthtech.

We are pleased to announce that we have joined the Triple I (Impact Investment Initiative) for Global Health, an ambitious initiative endorsed at the G7 Hiroshima Summit 2023. This partnership aligns with both Bayer’s mission #HealthForAll #HungerForNone and Triple I’s objective of mobilizing private capital to tackle global health challenges in low- and middle-income countries (#LMICs). With only six years left to achieve the United Nations’ Sustainable Development Goals (#SDGs), bold and innovative approaches are needed to bridge gaps and meet the ambitious targets. Together with Triple I, we aim to enhance our collective ability to improve access to medicine and increase our impact in LMICs. Our Goals: Enhance Access to Health Services: Improve access to quality healthcare without financial hardship, reduce health inequalities, and address pressing global health challenges. Encourage Impact Investments: Mobilize private capital to advance environmental, social, and governance (#ESG) objectives, bridging the financial gap necessary to achieve the United Nations Sustainable Development Goals (SDGs). Let’s collaborate to make a meaningful difference! #GlobalHealth #ImpactInvestment #Sustainability #HealthEquity