Bellevue flags US healthcare innovation as driving fresh investment opportunities

By Public Technologies
  • Bellevue Group AG flagged patient-outcome innovation as a key driver of healthcare investment opportunities from recent US conference takeaways.
  • Roivant’s mosliciguat progress in pulmonary hypertension could intensify competition for United Therapeutics, Liquidia, broadening treatment choice.
  • Roivant’s LISRAYA launch adds a commercial leg to its investment case, shifting focus from pipeline-only to revenue execution.
  • Oral IL-23 therapy Icotrokinra from J&J, Protagonist showed strong uptake; combo regimens in inflammatory disease gained momentum.
  • Medtronic’s turnaround narrative strengthened; Becton Dickinson’s post-divestment profile points to ~5% growth, total return trending toward 10%.


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