On the hunt for tomorrow’s CSL

Buy Hold Sell, by Livewire Markets

While there are winds in the sails of the healthcare industry, such as an ageing and wealthy population willing to pay for healthcare services, building a great healthcare business takes a long time.

Drugs and devices require huge amounts of R&D, often with astronomical price tags attached, and the regulatory process is arduous – as it should be when people’s lives are at stake.

Add to these high barriers to entry the dominance of the incumbents, and it makes you wonder why anyone would try to build a healthcare company in the first place.

Fortunately, things change. Existing technologies evolve, new technologies are born, and opportunities are created for emerging companies to enter the fray.

In that vein, this episode of Buy Hold Sell is focused on the hidden gems hidden within the smaller end of the healthcare market.

Bell Direct's Grady Wulff is joined by Tim Johnston from Tyndall Asset Management and Tobias Yao from Wilson Asset Management for their tips on analysing stocks within the sector, their thoughts on traditional plays versus biotechs, as well as their top picks for today's market.

Note: This episode was recorded Wednesday 9 August 2023. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/on-the-hunt-for-tomorrow-s-csl/