on Bellevue Asset Management AG
Strong Prospects for Healthcare Sector in 2026
The healthcare sector is poised for a strong performance in 2026, driven by new policy clarity and robust innovation pipelines. Key developments include a drug pricing agreement in the U.S., leading to increased investor interest and sector re-rating. Currently, healthcare stocks remain undervalued compared to global market levels, presenting entry opportunities for investors.
Biopharma is set for growth, supported by novel treatments and increased demand for bioprocessing solutions. Meanwhile, medtech innovations like glucose monitoring devices continue to expand. Emerging markets, particularly China and India, are enhancing their innovation capabilities, potentially reshaping global healthcare dynamics.
R. P.
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