With the ageing population, rising obesity and chronic diseases, the cost of healthcare is exploding, potentially threatening the right to healthcare. This phenomenon extends beyond developed countries. The pharmaceuticals industry now faces scrutiny on the cost of basic treatment and access to medicine worldwide. These changing social trends are hardly taken into account in long-term investment models, and the debates on this topic, ranging from the ranking of the sector industries to the convergence of the food and healthcare sectors, were highly informative.
Equity Analyst Healthcare, ROBECO SAM (Switzerland)
Founder and CEO, ACCESS TO MEDICINE INDEX (Netherlands)