Goldman Sachs previews its 47th Annual Healthcare Conference, highlighting a theme of sharp performance dispersion between outperforming Managed Care and lagging MedTech sectors. The report outlines key company debates regarding M&A, obesity drug launches, and upcoming clinical catalysts.
Key Takeaways
- 1.The healthcare sector is experiencing significant performance dispersion YTD, with Managed Care up 17% and MedTech down 23%.
- 2.M&A activity remains a central high-level theme for the industry, alongside new product cycles and the clinical catalyst path.
- 3.The obesity market evolution, including oral vs. injectable dynamics and the entry of new competitors, is a critical focus for Pharma and Biotech.
Table of Contents
- PHARMA
- US PHARMA - ASAD HAIDER
- EU PHARMA - RAJAN SHARMA, JAMES QUIGLEY, & SHYAM KOTADIA
- GENERICS - MATT DELLATORRE
- BIOTECH
- SALVEEN RICHTER COVERAGE
- CORINNE JOHNSON COVERAGE
- PAUL CHOI BIOTECH COVERAGE
- RICHARD LAW BIOTECH COVERAGE
- RAJAN SHARMA EU BIOTECH COVERAGE
- MEDTECH, TOOLS, DIAGNOSTICS, HCIT
- US MEDTECH & HEALTHCARE IT (HCIT) — DAVID ROMAN
- EU MEDTECH — RICHARD FELTON
- LIFE SCIENCES TOOLS & DIAGNOSTICS - EVIE KOSLOSKY
- HEALTHCARE SERVICES
- HEALTHCARE SERVICES & PROVIDERS — SCOTT FIDEL
- Disclosure Appendix
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Authors
Asad Haider, CFASalveen RichterDavid Roman
Securities
LLYNVOAZNABBVROIV
Themes
Subsector Performance DispersionObesity Market EvolutionBiotech M&A and Capital Allocation
Regions
North AmericaEuropeAsia PacificUnited StatesChina