At the CUSO Financial Annual Conference in August, Lisa Wheatley, Portfolio Manager and healthcare specialist, shared her insights on the long-term, secular innovation cycle in healthcare, ripe with investment opportunities.
(3:24) Lisa highlights why our firm’s San Diego location is an edge in her healthcare-company research and why early-stage biotechnology and medical device companies can produce private equity-like returns to public-market investors. In contrast to other sectors, particularly technology, these companies come to the public markets sooner to fund the costs of product development and regulatory approval. Therefore most of the upside can be experienced later in a company’s lifecycle, and—importantly—after data read-outs and other performance metrics de-risk much of the uncertainty around the technology and management team.
(5:54) Learn about specific disruptive technologies leading to a renaissance of innovation across the healthcare sector. Examples Lisa discusses include Car-T cell therapies, CRISPR/Cas9 gene-editing technology, gene therapy, robotic surgical technology, and the harnessing of “Big Data” to improve patient outcomes and ultimately reduce costs to the healthcare system.