Report
Dylan Van Haaften ...
  • Edward Hall
  • Eric Yoo
  • Jean-Jacques Le Fur
  • Khalid Deojee
  • Olga Smolentseva

Healthcare: We believe investors are in for a wild ride, as the Biotech bear market rout appears here to stay.

Healthcare
We believe investors are in for a wild ride, as the Biotech bear market rout appears here to stay. We believe the key issues today are negative clinical news flow, lack of business development activity, and a funding gap that appears to have been affecting Biotech on a very top-down level. However irrespective of fundamentals record cash is on the sidelines at Big Pharma and VCs/PEs begging the question when the market has bottomed, and if we are going to pass through the eye of the storm, and have a more structural cyclical downturn, or if macro woes are overdone and we will return to fundamentals this year.
Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Dylan Van Haaften

Edward Hall

Eric Yoo

Jean-Jacques Le Fur

Khalid Deojee

Olga Smolentseva

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