Publication date: 20 November 2025
Published by: Polar Capital
Author: Gareth Powell, Head of Healthcare, Global Healthcare Team
Gareth Powell, Head of Healthcare at Polar Capital, explains why he believes sentiment in the healthcare sector may be bottoming out after almost three years of headwinds.
He highlights three key drivers supporting his outlook: strong volume growth, broad new product cycles, and renewed M&A momentum. With US policy concerns easing, valuations near multi-decade lows, and investor interest starting to return, he sees good reason to be optimistic about the potential for a healthcare recovery.
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