2020 healthcare and life sciences investment outlook

Analysis of the 2020 KPMG Healthcare and Life Sciences Investment Outlook survey sheds light on how the investment landscape will be impacted by influential disruptors, evolving market trends, and policy/regulatory developments.  The paper highlights the dynamics at play in eight subsectors, allowing discerning investors to evaluate opportunities and challenges in the context of an increasingly complex healthcare and life sciences marketplace.

Based on how their impact on the changing marketplace is opening up investment opportunities, the subsectors we examined are organized into three categories: the innovators, the consolidators and the foundation.

• The innovators:  In the healthcare IT, pharma and biotech and medical devices subsectors, investors will keep an eye on emerging signs of innovation that could facilitate personalized treatment modalities, potential cures for diseases, and an improved patient experience.
  
  
• The consolidators:  In the behavioral health; physicians, dental and rehab practices; and home health and hospice subsectors, investors will play an integral role as organizations pursue consolidation.
  
  
• The foundation: In the hospitals and health systems and managed care subsectors, investors may uncover opportunities related to new ways of delivering patient care and lowering costs.

Despite some unknowns related to the 2020 election and uncertain industry regulatory challenges, there are significant investment opportunities across the industry. For key highlights, please watch the video below. 

For more information, please read the full report.