Healthcare sector poised for rebound in 2025

The JPMorgan Healthcare Conference is a place where deals happen. As the conference kicked off, deals were announced from Eli Lilly (LLY), Johnson & Johnson (JNJ), and GSK (GSK). Maurits Pot, CEO of Tema ETFs, joins Market Domination to give his predictions for continued M&A growth, specifically within the oncology, neuroscience, and metabolic sectors. Pot reflects on the challenges faced by the healthcare sector in 2024 and the outlook for the coming year. "2024 was, again, a pretty muted year for healthcare M&A, overall, a muted year for the healthcare sector and a number of big companies did not do many big acquisitions," Pot's says. "We think there will be a material pick up this year." Pot also discusses challenges in the GLP-1 market but cites innovation in drug delivery.
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