Polar Capital anticipates that the healthcare sector is set to outperform starting in 2025, driven by robust fundamentals including innovation, new product launches, increased utilization, and mergers and acquisitions. Very attractive valuations on top of it further highlight the opportunity, the asset manager opines.
“With strong fundamentals, the healthcare sector is set for take-off, yet valuations are undemanding and allow for significant upside. On 2024 forward P/Es, the sector is at a discount of c15% to the S&P 500, compared to a long-term average premium of 5-10%. Based on strong year-on-year earnings growth from 2024 to 2025, there is significant upside potential here,” says Gareth Powell, Head of Healthcare at Polar Capital.
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