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nobel prize awarded for protein design and drug developments advance
David Baker, Demis Hassabis, and John Jumper have won the Nobel Prize in Chemistry for their groundbreaking work in computational protein design and structure prediction, significantly advancing drug design capabilities. Alnylam Pharmaceuticals seeks FDA approval for vutrisiran to treat a severe form of transthyretin amyloidosis, while Johnson & Johnson halts a bladder cancer trial for TAR-200. AstraZeneca invests in a preclinical cholesterol-lowering drug, and Astellas acquires rights to an experimental gene therapy for frontotemporal dementia.
global pharmaceutical and healthcare market projected to reach 1924 billion by 2032
Rising healthcare costs are straining patients, payers, and providers, limiting access to care and pressuring the pharmaceutical industry to maintain lower prices. The global pharmaceuticals and healthcare market is projected to grow from $1,245.88 billion in 2021 to $1,924.24 billion by 2032, driven by technological advances and demographic changes. However, regulatory barriers and increasing costs pose significant challenges to market growth.
The Swiss stock market opened lower on Thursday, influenced by a slowdown in consumer price inflation, which rose by 0.8% year-on-year in September. The leading SMI index fell by 0.20%, with 25 of the 30 major stocks declining, while Sandoz, Novartis, and Givaudan were among the few gainers. Analysts anticipate a potential rate cut by the Swiss National Bank in December 2024 due to declining inflation forecasts.
german mergers and acquisitions poised for recovery amid economic challenges
The German M&A market is expected to see a significant recovery in 2025, with a projected 20% increase in transactions compared to the previous year, driven by strategic acquisitions and private equity pressures. Cross-border deals will remain high, particularly with U.S. buyers, while sectors like software, AI, and renewable energy are poised for above-average activity. ESG considerations are becoming crucial in M&A decisions, influencing corporate strategies across various industries.
investing in healthcare and pharmaceutical etfs for long term growth opportunities
Legal & General Investment Management offers two significant ETFs, L&G Healthcare Breakthrough and L&G Pharma Breakthrough, targeting growth in the healthcare and pharmaceutical sectors. These medium-high risk products can enhance diversified portfolios, especially in light of ongoing interest in medical research post-Covid-19. The iShares Healthcare Innovation UCITS ETF stands out on the Italian stock exchange, reflecting strong performance and a focus on healthcare innovation.
nestlé stock market decline poses risks for pension fund investors
Nestlé's stock market struggles are affecting pension fund investors, as the company is a key component in many pillar 3a products, including UBS's Vitainvest and ZKB's Frankly range. These funds, heavily influenced by the Swiss Market Index, face challenges due to the uncertain outlook for major index players like Nestlé, Novartis, and Roche. Björn Eberhardt from Luzerner Kantonalbank warns that investors in index products may not see significant price gains under these conditions.
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