Reports & Guides Archive
Healthcare Capital Markets - 2024
Knight Frank’s annual assessment of the latest investment trends and performance in the UK Healthcare property sector.
Knight Frank
Unsurprisingly, UK healthcare markets have felt various pressures over the past year; however, a broader lens ultimately shows this to be more of a real estate trend than a healthcare one. Despite this, the sentiment remains positive, and the view is that healthcare’s fundamental drivers, such as demographics, long-term income, and ESG credentials, present an undeniable case.
Closing the Women's Health Gap
A $1 Trillion Opportunity to Improve Lives and Economies
McKinsey & Company
For all the efforts to improve gender equity over the past century, the gap between men’s health and women’s health remains wide, whether it’s in research, data, care or investment. This report from the McKinsey Health Institute and the World Economic Forum showcases how the narrowing of the women’s health gap would allow 3.9 billion women to live healthier, higher-quality lives. It could also allow at least $1 trillion to be pumped into economic productivity annually, which reflects how narrowing the gap would lead to fewer early deaths, fewer health conditions, extended economic and societal capacity to contribute, and increased productivity.
Healthcare & Life Sciences Market Update
Spring edition 2024
Latham & Watkins
This new report from Latham & Watkins examines the impact of artificial intelligence (AI) and digital transformation on the healthcare and life sciences sector with recent deal trends underscoring the important of healthtech assets. The publication also highlights the fundraising situation for early-stage biotech companies amid an uncertain macroeconomic backdrop, and discusses the European Commission’s recent report on competition enforcement in the pharmaceutical sector.
Deal Flow Forecast 2024
Will a positive trading environment translate to more transactions in the sector?
Compass Carter Osborne
After a subdued eighteen months leaving global private equity sitting on an estimated £2.10 trillion of dry powder with increasing pressure to deploy in 2024, Compass Carter Osborne brought together a cohort of health and social care advisors for the latest round table discussion addressing sector outlook this year.
Medical Products and Devices
Consumables pique investor interest
Harris Williams
Medical products and devices are ubiquitous throughout the healthcare industry, playing a critical role in patient outcomes. In this update, senior experts from Harris Williams’ Healthcare & Life Sciences Group delve into the dynamics driving
investor interest in medical products and devices, particularly Class I consumables.
Labour in Power
What does it mean for the independent sector?
Compass Carter Osborne
As a change in government looks increasingly likely, Compass Carter Osborne hosted its annual thought leadership dinner Chaired by Andrew Neil with independent health and care Chair’s, CEOs, and leaders to discuss what a Labour Government could look like for the sector
Outsourced Pharma Services
The Pulse of M&A
Harris Williams
The latest trends impacting outsourced pharma services M&A, market sentiment of CEOs and shareholders in the space, and a summary of recent M&A activity with notable deals in the sector and a list of assets expected to come to market.
Healthcare Investing in Europe
A guide to private capital healthcare investment in Europe
European Healthcare Investor Association
This guide covers the history and background of the EHIA, recent private equity deals, the globalisation of healthcare investing, a comprehensive annual sector event calendar, and contributions from McKinsey & Company, McDermott Will & Emery, Marwood Advisory, Compass Executives, and Knight Frank.
Why Chief People Officers have really joined the C-suite
A report on the Evolving Role of the CPO
Compass Carter Osborne
Compass Carter Osborne hosted a roundtable with a number of people leaders across the investor backed health, care, specialist education, consumer health and retail sectors, analysing how the role has evolved in a changing commercial landscape, and the value it brings to organisations.
Investing In Healthcare & Life Sciences
An International Guide to Regulatory and Transactional Issues Across the Sector
McDermott Will & Emery
Doing deals in healthcare and life sciences? Understanding regulatory shifts and policy change is key to success in global M&A and investments. This international guide from McDermott Will & Emery provides insight into changes to drug approvals and device certification; upcoming AI regulation; developments in telemedicine; the latest in merger control
Au Revoir, Innovation?
How the EU MDR Is Reshaping the MedTech Industry
Houlihan Lokey
The EU’s Medical Device Regulation (MDR) has caused significant upheaval in the sector since its introduction in 2017, with global implications in both the short and long-term. Houlihan Lokey and Caldwell have published a detailed report on key regulatory changes impacting the global MedTech industry.
Health Policy Up In The Air After Spain’s Impromptu General Elections
Marwood Group
The results of Spain’s general elections on 23 July 2023 have created an environment of increased uncertainty in the country. As no single party has won the required seats to govern alone, there are two potential scenarios for forming a new government. If the current Socialist Party (PSOE) can make the necessary pacts with a wide variety of leftist and independent parties to form a coalition, pre-election proposals may be resurrected. However, since the Popular Party (PP) has an absolute majority in the Senate, progress on health policy is expected to be slow
Medical Device Contract Manufacturing
GGI Showcases the Subsector’s Investment Opportunities
Harris Williams
Medical device contract manufacturing is an attractive, resilient, and high-growth subsector supported by long-term tailwinds that are driving sustainable growth. The recent acquisition of Greene Group Industries (GGI) by Tinicum Venture Partners exemplifies this investment opportunity. Here, Harris Williams senior bankers from the Healthcare & Life Sciences Group discuss why the medical device contract manufacturing subsector is so attractive, what makes GGI an exemplar, and key investor considerations.
Healthcare & Life Sciences Market Update
July 2023
Latham & Watkins
The Healthcare & Life Sciences industries have demonstrated unrelenting growth and innovation in the first half of 2023. Explore the latest trends, challenges, and opportunities in the global market in Latham’s most recent report covering Europe and the US.
The Transatlantic View
U.S. And European Regulatory Compliance For Privacy And Security Of Personal Information
Marwood Group
The European Union General Data Protection Regulation (GDPR) is known to be one of the most rigorous regulations on data privacy and security, especially when compared to the U.S. Health Insurance Portability and Accountability Act of 1996 (HIPAA). While there are areas of overlap in both regulations’ safeguards, the differences lay in the extent to which data is protected and processed.
The EU regulation on foreign subsidies
McDermott Will & Emery
From July 2023, the EU Foreign Subsidy Regulation will apply. The tremendous impact it will have on transactions in the European Union cannot be overstated. Companies need to prepare now to ensure they are compliant with key notification requirements. MWE has produced a short guide highlighting the key principles of the new regulation and providing insight on how to prepare for its application.
Outsourced Pharma Services: Investing in Drug Discovery
Harris WIlliams
This latest in a “Return on Innovation” series of insight articles focusses on drug discovery, a high-growth space with the global R&D pipeline reaching a record high in 2022. Fragmentation offers many opportunities for investors to build platforms through consolidation and service expansion in both small and large molecule R&D, with strong interest from M&A investors. Providers that can demonstrate advanced go-to-market and technology strategies as well as a breadth of services and expertise stand to be highly valued.
Healthcare Capital Markets – 2023
Knight Frank
In this latest analysis, Knight Frank explores the healthcare investment market in 2022, including emerging trends from both an operational and real estate perspective, as well as insights for the year ahead. The report once again considers investor sentiment to truly understand the state of the market for 2023
The Future Of Orphan Medicinal Products In The European Union
Marwood Group
The repeatedly delayed EU pharmaceutical reform, published on 26th April 2023, contains revisions to the rules surrounding orphan medicinal products (OMPs). In this piece, Marwood examines the potential impacts of the current proposals on OMP manufacturers within the EU, and explores how new OMPs may be relatively protected from these changes compared to other pharmaceutical market sectors.
Real Deals Healthcare Report 2023
Real Deals Media
Amid macroeconomic turmoil, healthcare is an island of stability. That is the consensus from most private equity market participants that Real Deals spoke to for this special healthcare report. Despite an overall dip in European private equity deal numbers, certain sub-sectors within healthcare, such as biopharma, continue to perform well and have even seen an uptick in transactions.
Special Education Needs in Europe’s Largest Markets: Where To Play and How?
Marwood Group
The provision of education for children with Special Education Needs (SEN) is governed and delivered differently across key European markets, with differences in how needs are defined, identified, assessed, funded, and organized. All of this leads to variation in service provision and, consequently, the investment opportunity available to investors. In this piece, Marwood analyses the SEN landscape in Europe’s largest markets particularly in relation to the degree of involvement of the independent sector, identifying the best opportunities for investors interested in this space.
USA & Europe: Diverse Pricing & Reimbursement Landscape of Durable Medical Equipment
Marwood Group
Pricing and reimbursement systems for DME across the United States (U.S.) are unique due to the presence of various healthcare payors, while in the European Union (EU) they are specific to each member state. In this piece, Marwood examines how these differences impact on the uptake of DME products and how crucial it is for investors to understand pricing and reimbursement for DME products when considering investment.
France: Expanding Telemedicine Reimbursement Creates New Market Opportunities
Marwood Group
France has taken pole position across Europe in expanding reimbursement for telemedicine services.
Spanish Elections in 2023: Healthcare Policies in Focus
Marwood Group
With the first tranche of Spanish elections expected to land in a highly polarised environment, Marwood takes a look at the parties leading the polls, how they are faring in election races, and their key policy pledges for the health care system.
Conviction Paper: Healthcare
Eurazeo
Identifying value drivers across the healthcare sector from therapeutic innovation to treatment and prevention.
Helix: Rewiring the DNA for the next wave of impact biopharma
McKinsey & Company
The biopharmaceutical industry has made remarkable achievements in the past decade, but is it equipped to leap still further ahead in the coming one?
The Whitehall Report, 2022
Marwood Group
With a ‘future forward’ mentality and a litany of health and social care priorities to be addressed in the health and social care system, Marwood Group’s latest Whitehall report covers the key policy, funding, and regulatory developments from August 2021 through to August 2022.
European Healthcare: Elderly Care Market, Research 2022
Knight Frank
This in-depth report looks at the reasons why a growing number of investors are looking at healthcare property and specifically elderly care homes, across the continent of Europe.
Mid-Year Outlook 2022
J.P.Morgan
Heading into this year, many investors were prepared for a vibrant economic cycle. Now, the outlook is more challenged, with investors asking if there are storm clouds or an economic hurricane on the horizon. The tailwinds from healthy consumers and corporations, as well as innovation remain in place. But the business cycle has progressed at a historically fast pace, while monetary and fiscal policy are no longer adding support.
Spain to ban health care outsourcing?
Marwood Group
The leftish Spanish government has put forward a draft bill which includes a decree to limit the use of the private sector in health care delivery as part of the Spanish national health system. In this piece, Marwood explores the proposed law and raises some questions about its potential implementation to help guide investors’ thinking about the change.
Private Equity at Work
Invest Europe
Invest Europe’s Private Equity at Work report provides insight into how private equity and venture capital helped businesses and workers through the disruption caused by COVID-19 in 2020. It shows private equity firms consistently supporting employment and creating jobs in a year when so many companies faced restrictions on their operations, as well as uncertainty that impacted performance.
UK venture capital and private equity: creating public value
BVCA
This report has been produced by the British Private Equity and Venture Capital Association to highlight the ways in which the industry contributes public value to the United Kingdom and how in 2021 it can help address a range of policy challenges and opportunities.
Digital Health: A Primer
Marwood Group
Digital health tools provide varied utility to solve for different pain points for different stakeholder groups and deciding where to invest can be challenging. In Marwood Group’s upcoming series on digital health, they will explore the investment theme of ‘closer to home’ in digital health, look at how the regulatory landscape is developing in key markets, and explore innovation in chronic condition management.
Annual report on the performance of portfolio companies, XIV
BVCA
This is the 14th annual report on the performance of portfolio companies, a group of large, private equity (“PE”) owned UK businesses that met defined criteria at the time of acquisition. Its publication is one of the steps adopted by the private equity industry following the publication of guidelines by Sir David Walker to improve transparency and disclosure, under the oversight of the Private Equity Reporting Group (“PERG”).
2022 Global Pharmaceutical CDMO Outlook
Marwood Group
Over the past decade, the pharmaceutical sector has increasingly relied on contract development and manufacturing companies (CDMOs) to support the development of clinical candidates, candidate registration, market authorization and manufacturing. Having focused on Medtech CDMOs in part one, in this second of Marwood’s two-part series on CDMOs, we will review core areas inflecting growth, the evolving M&A landscape and regulatory considerations that are driving changes in the pharmaceutical CDMO sector.
2022 Global MedTech CDMO Outlook
Marwood Group
Original equipment manufacturers (OEMs) of medical devices are increasingly utilizing contract development and manufacturing organizations (CDMOs) for support. In the first of a two-part series on CDMOs, Marwood Group review core services inflecting growth, the evolving M&A landscape and regulatory considerations that are driving changes in the Medtech sector.
Investing in International Healthcare Guide
McDermott Will & Emery
It is more important than ever to structure cross-border investments and transactions to account for complex and ever-shifting regulations, and McDermott’s health lawyers across healthcare services, medical technology and pharmaceuticals have written a global guide, jurisdiction by jurisdiction.
European Healthcare Elderly Care Market Research 2021
Knight Frank
There is much to talk about elderly care in Knight Frank’s latest assessment of the European healthcare property market. While the pandemic has created clear and obvious challenges to all international healthcare and long-term care systems, investors have remained focused on the long-term drivers of what is an increasingly global sector.
