BZ Fine Pharma - Healthcare as an example of structural growth

The productivity of the pharmaceutical and biotech industry has significantly increased over the past few years. “Breakthrough drugs” for severe diseases have recently been launched or will be approved shortly. Based on a continuous pricing pressure and further increasing competition, the sector will also be driven by further restructuring and M&A transactions. Companies who will contribute to lower the overall healthcare costs will also be among the winners. Despite the enormous challenges, we believe that the chances for this industry are intact and that investors may benefit from different interesting aspects.

Your contact person

Peter Rebsamen, CFA
Equity Portfolio Manager
044 786 67 89
Egglirain 15
8832 Wilen
044 786 61 11
044 786 61 15

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