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Investment Outlook for Three Healthcare Sectors, with Jeremy Johnson

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Manage episode 470927938 series 3010994
Content provided by McGuireWoods. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by McGuireWoods or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

McGuireWoods partner and host Geoff Cockrell invites Jeremy Johnson, senior managing director at Bourne Partners investment bank, for a discussion about business and investment prospects in three healthcare sectors: pharma services, provider services and payor services.

The pharma services sector faces challenges from reduced biopharma funding while the provider services sector sees improving conditions despite past pressures. The payor services sector, particularly around pharmacy benefit managers, is likely to undergo disruption and reform. The outlook for healthcare M&A activity is positive in 2025, though the shifting regulatory environment introduces uncertainty.

Connect and Learn More

☑️ Jeremy Johnson | LinkedIn

☑️ Bourne Partners | LinkedIn

☑️ Geoff Cockrell | LinkedIn

☑️ McGuireWoods | LinkedIn | Facebook | Instagram | X

☑️ Subscribe Apple Podcasts | Spotify | Amazon Music

This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

  continue reading

81 episodes

Artwork
iconShare
 
Manage episode 470927938 series 3010994
Content provided by McGuireWoods. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by McGuireWoods or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

McGuireWoods partner and host Geoff Cockrell invites Jeremy Johnson, senior managing director at Bourne Partners investment bank, for a discussion about business and investment prospects in three healthcare sectors: pharma services, provider services and payor services.

The pharma services sector faces challenges from reduced biopharma funding while the provider services sector sees improving conditions despite past pressures. The payor services sector, particularly around pharmacy benefit managers, is likely to undergo disruption and reform. The outlook for healthcare M&A activity is positive in 2025, though the shifting regulatory environment introduces uncertainty.

Connect and Learn More

☑️ Jeremy Johnson | LinkedIn

☑️ Bourne Partners | LinkedIn

☑️ Geoff Cockrell | LinkedIn

☑️ McGuireWoods | LinkedIn | Facebook | Instagram | X

☑️ Subscribe Apple Podcasts | Spotify | Amazon Music

This podcast was recorded and is being made available by McGuireWoods for informational purposes only. By accessing this podcast, you acknowledge that McGuireWoods makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in the podcast. The views, information, or opinions expressed during this podcast series are solely those of the individuals involved and do not necessarily reflect those of McGuireWoods. This podcast should not be used as a substitute for competent legal advice from a licensed professional attorney in your state and should not be construed as an offer to make or consider any investment or course of action.

  continue reading

81 episodes

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