MedTech Under The Microscope: medtech versus the pharmaceutical industry
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Alliance Bernstein’s Vinay Thapar talks about the incredible innovation of the medtech sector versus a slower advancement within the traditional pharmaceutical industry.
In the fifth episode of its MedTech podcast, Citywire Selectors meets Vinay Thapar, fund manager at Alliance Bernstein.
Thapar, who has been investing in the healthcare space for over two decades and oversees the AB International Health Care fund, talks about the long-term advantages of a thematic strategy and the two main factors that define a successful investable business. When selecting stocks, the fund manager looks at the company’s return on invested capital to determine its efficiency, while also considering the firm’s reinvestment rate.
Thapar’s bottom-up investing strategy guarantees a risk-aware portfolio which benefits from the best available opportunities, which are not necessarily linked to a specific country or sub-sector.
But what are the main trends and opportunities that lay ahead within the healthcare space? Thapar highlights the current progress in diagnostics triggered by the advances in genome sequencing technology and new tests that will allow to detect cancer faster and more accurately than now. Also on the list are both minimally invasive technology with the rise of surgical robotics, and the implementation of catheter-based technologies.
This episode was recorded on February 25 (2022).
In the fifth episode of its MedTech podcast, Citywire Selectors meets Vinay Thapar, fund manager at Alliance Bernstein.
Thapar, who has been investing in the healthcare space for over two decades and oversees the AB International Health Care fund, talks about the long-term advantages of a thematic strategy and the two main factors that define a successful investable business. When selecting stocks, the fund manager looks at the company’s return on invested capital to determine its efficiency, while also considering the firm’s reinvestment rate.
Thapar’s bottom-up investing strategy guarantees a risk-aware portfolio which benefits from the best available opportunities, which are not necessarily linked to a specific country or sub-sector.
But what are the main trends and opportunities that lay ahead within the healthcare space? Thapar highlights the current progress in diagnostics triggered by the advances in genome sequencing technology and new tests that will allow to detect cancer faster and more accurately than now. Also on the list are both minimally invasive technology with the rise of surgical robotics, and the implementation of catheter-based technologies.
This episode was recorded on February 25 (2022).
