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Would you put pharmaceuticals on your buy list today? The sector is under pressure: revenues from COVID products are collapsing, the US administration is pushing for lower drug prices, and major players are cutting jobs amid rising competition.
Yet could this turbulence mark a compelling entry point for long-term investors? Kevin Patterson, US Access Solutions lead in LCP’s Health Analytics practice (based in our recently opened US office!), joins us to unpack what the current pain really means, who might win or lose, and where the most exciting opportunities lie.
What’s one thing you would like listeners to take away?
- The diversity of what you can do in health care right now. Pharma has a rich history in front of us, but companion technologies will move alongside pharma into the future. As a result, investors need to become more savvy and build a 360 degree view on value, not just looking at a drug in isolation but also across the surrounding areas, supportive care, and the ability to share data.
