The panel agreed that the US remains the largest and most profitable market. Even so, a US-only strategy is not as safe as it was five years ago. Most Favored Nation pricing, the Biosecure Act and China’s growing role have changed the game. According to the panel, the biggest obstacle to commercialising new treatments in Europe is the continent’s fragmented market, where some 30 countries have different pricing and reimbursement systems. The discussion covered regulatory alignment between countries, the role of pension funds as long-term capital to support innovation, and how investors will build their portfolios in the coming years.
Watch the full panel discussion ”Building giants or selling science? The Nordic capital agenda” below.
Moderator: Nina Rawal, Founder, Emerging Health Ventures
Panellists:
Andreas Lindblom, Managing Partner, Sciety
Ulrica Slåne Bjerke, CIO, Arctic Aurora LifeScience
Max Odlander, Partner, HealthCap
Everett Kamin, CIO, Gemini Capital Partners & CIO, Silverstein Dream Foundation
