Lexology January 23, 2025
THREE IN TEN ASSUME CONTINUED CHOPPINESS IN EARLY 2025, THEN 85% PROJECT MORE DEALS Investment in healthcare is expected to pick up in 2025, likely midyear, even amid some uncertainty with changes in the federal government. Competition will be significant as nearly three-quarters of the 127 investors plan to focus on three of the most promising sectors: (1) infusion pharmacy, buoyed by a robust pipeline with 60% of the drugs in IV form; (2) behavioral health, which has become a must-have for portfolios given the ongoing mental health crisis; and (3) services focused on care in the home, principally paid by government, and driven by either tech or staffing, or both. Despite these compelling opportunities, for the first time in...
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