Innovation and valuation drive the rebound in healthcare

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Publication date: 03 September 2025

Published by: Polar Capital

Author: Gareth Powell, Head of Healthcare & James Douglas, Fund Manager, Global Healthcare Team

Despite healthcare facing severe headwinds in recent quarters, Gareth Powell and James Douglas of the Polar Capital Global Healthcare Team explain how valuations are now at historic lows and many of the underlying concerns, including tariff threats and leadership appointments, appear more than priced in.

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