A complex and
constantly evolving sector
The healthcare sector is constantly evolving and is facing major challenges where a deep scientific understanding and strategic investments from both the private sector and society will be key.
Key sector drivers and characteristics:
Megatrends and technological advancements
Rising standard of living
A significant part of countries' GDP spend
Mergers, acquisitions and consolidation opportunities
Sub-sector focus
At Rhenman & Partners we divide the sector into four sub-sectors: pharmaceuticals, biotech, medical technology and healthcare services. Our portfolio managers are specialists in one or two of these sub-sectors.
Pharmaceuticals
Companies with meaningful, effective treatments.
Biotech
Companies at the cutting edge of medical research and development.
Medical technology
Technology which is revolutionizing patient care.
Healthcare services
Services which help improve and make care more efficient, such as hospitals, distributors and insurance companies.
"Over the past decades we have seen several innovations within Medical Technology which have had life changing impact on patients, and we think there is real potential for many more."
Kaspar Hållsten
Portfolio Manager