As the initial systemic shock that COVID-19 has had across the globe begins to abate, healthcare has proven economically resilient relative to other sectors. The crisis has however fundamentally changed the short- and medium-term future healthcare landscape – impacting both the healthcare provider and life sciences industries.
This provides a timely opportunity for private equity investors to reassess their view on the healthcare sector overall, to develop hypothesis-driven investment themes, and to identify attractive investment targets that will benefit in the coming years.
In this document, Guy Carpenter-affiliate Oliver Wyman summarizes six drivers of change that we see in European healthcare – three that the coronavirus crisis has specifically raised, and three more which were existing trends that the virus will accelerate.
For each driver, Oliver Wyman provides a read on the implications for both the life sciences and provider sub-sectors and highlight potential investable themes for private equity funds to consider in the healthcare sector.