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The healthcare sector combines innovation, growth rates that rival technology, and outcomes that save and improve lives. After a four-year bear market following the COVID-era boom, the sector now appears to be in the early innings of a recovery.
This whitepaper addresses 3 key investor questions at this important juncture:
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Do healthcare equities have further room to run?
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Why is healthcare investing unique, and what is the right approach?
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How will artificial intelligence drive future growth in healthcare?
Key Takeaways:
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Healthcare is turning the corner. After a four-year bear market, the sector appears to be entering a new bull cycle, with valuations still compelling and IPO activity yet to normalize.
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Innovation is accelerating. Large drugs addressing large markets are reshaping the opportunity set, but much of this progress remains underappreciated by investors.
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AI is a mispriced catalyst. Across healthcare delivery, efficiency, and R&D productivity, AI’s impact is broad and growing—making expertise critical to capture the upside.
For more of our research and recent insights on healthcare and more, view and subscribe to our insights.
