Jefferies Healthcare Conference 2025: Optimism sets the tone in talks with industry leader

21.11.2025 09:26 - Bellevue Asset Management AG

Jefferies Healthcare Conference 2025: Optimism sets the tone in talks with industry leader

The Jefferies London Healthcare Conference once again underscored why it remains Europe’s leading healthcare investment event – bringing together over 950 companies and 4500 participants. Bellevue Asset Management was strongly represented, with portfolio managers and analysts across pharma, biotech, medtech, and Asian healthcare actively engaging in discussions with the industry leaders. With the sector (MSCI Healthcare Index) up 10% since the announcement of the Pfizer/Trump Administration deal, we were keen to evaluate the opportunities in this new era of optimism.

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