Publication date: 31 March 2026
Published by: Polar Capital
Author: James Douglas, Fund Manager & Gareth Powell, Head of Healthcare, Global Healthcare Team
James Douglas and Gareth Powell, argue that healthcare is likely to see continued consolidation as fragmentation, technological advances, attractive valuations, and a significant wave of patent expiries drive increased M&A activity. They believe that for investors, this environment offers potential upside through takeover premiums and value creation, supported by strong sector fundamentals despite recent valuation pressures.
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