FCP OP MEDICAL BioHealth Trends FCP OP ... - Sal. Oppenheim
FCP OP MEDICAL BioHealth Trends FCP OP ... - Sal. Oppenheim
FCP OP MEDICAL BioHealth Trends FCP OP ... - Sal. Oppenheim
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OUTLOOK<br />
Current crisis: effects on Health Care Sector<br />
� The fund invests predominantly in product developer (drugs, medical technology) – the health<br />
care service sector only serves as portfolio addition: current weight 1.7%<br />
� Investments are focused in innovative product developers – only mildly affected by possible<br />
austerity measures – possible rebate constraints in the U.S. and Europe will rather affect<br />
established companies<br />
� The <strong>FCP</strong> <strong>OP</strong> <strong>MEDICAL</strong> <strong>BioHealth</strong>-<strong>Trends</strong> invests in the Pipeline, that is to say predominantly<br />
in prospective sales<br />
� Companies with new disease influencing or curing drugs have pricing power<br />
<strong>FCP</strong> <strong>OP</strong> Medical <strong>BioHealth</strong>-<strong>Trends</strong> only limited affected by budget reductions<br />
Source: Medical Strategy GmbH, Gräfelfing near Munich<br />
06/30/2012| Page 42 <strong>Oppenheim</strong> Asset Management Services S.à r.l.
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