32 companies involved in Telemedicine and MedTech — here’s where things stand

Healthcare Technology Many analysts with a following expect Healthcare to be strong in 2021. While legacy healthcare sector companies are predominately “Value,” new entrants are by definition “Growth.” We strongly believe that these companies will continue to lead the way across the entire sector well beyond 2021. Recent developments suggest that healthcare technology companies will make ever-increasing use of machine learning (i.e., artificial intelligence), cloud computing, and Big Data. As with other industry activities, the impact of pandemic stay-at-home orders has catapulted some little-known companies into the spotlight. For example, companies specializing in chemical simulation software can help scientists discover new molecular compounds much more quickly than in the past. Although many of these technologies were available in the past, their actual use has burgeoned during the pandemic. Healthcare deals in the air In 2020, M&A activity in the healthcare sector was below average; one can expect that 2021 will display some catch-up effects. In fact, reputable investors have begun to express a growing interest in the sector. As of the end of 2020, there are approximately 100 Special-Purpose Acquisition Companies (SPAC) that have a purse of USD 100 billion standing by with the aim of seeking M&A opportunities. Get the analyses of the companies involved here.
112,50 (CHF)

Highlights of the companies in the report:

Number of companies 32
Average upside >25 %
Vol. ~13.4%
Beta ~0.95
Sharpe (exp) ~1.99