MedTech Under The Microscope Ep1 Unconstrained investing & the role of genomics in an ageing society
Loading player...
Kicking off the series is Zehrid Osmani, head of global long-term unconstrained at Martin Currie.
With a fifth of his portfolio tilted towards healthcare, Osmani achieves structural growth by focusing on areas of attraction, without letting index exposure dictate his choices.
Demographic changes, resource scarcity and an exponential growth of technology across all economy sectors, are the megatrends at the hearth of his strategy.
But what new areas are consolidating within the healthcare space?
Genomics, which is leading the way to tailor made therapies based on everybody's genetic profile, is certainly on the list. And guess what, the cost of sequencing a genome has decreased from $54m in 2003, to just $600 at present!
This episode was recorded on February 4 (2022).
With a fifth of his portfolio tilted towards healthcare, Osmani achieves structural growth by focusing on areas of attraction, without letting index exposure dictate his choices.
Demographic changes, resource scarcity and an exponential growth of technology across all economy sectors, are the megatrends at the hearth of his strategy.
But what new areas are consolidating within the healthcare space?
Genomics, which is leading the way to tailor made therapies based on everybody's genetic profile, is certainly on the list. And guess what, the cost of sequencing a genome has decreased from $54m in 2003, to just $600 at present!
This episode was recorded on February 4 (2022).
