Investment Uncut: Kevin Patterson - Are pharma’s short-term pains a long-term opportunity?
Investment Health analytics Investment strategy HealthYou can listen to our podcasts online via the player below or search for 'Investment Uncut' and review, rate and subscribe on Apple Podcasts, Spotify, Pocket Casts or SoundCloud.
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 healthcare 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.
Any reading recommendations?
- Drug Channels - insight into the complex U.S. pharmacy distribution and reimbursement system.
Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
Subscribe to LCP podcasts
Dive into expert insights with LCP’s podcast range: Energy, Investment, Insurance, and megatrends facing businesses today. Listen & subscribe across all major audio platforms.