Big-value deals set the pace in healthcare M&A

Episode notes

Life sciences is a hub of dealmaking activity. Over the past year, more than 30 transactions valued at $1 billion or more have crossed the finish line. But the picture in other segments of healthcare is more mixed. At RBC Capital Markets’ Global Healthcare Conference in New York, Darren Campili, Global Head of Healthcare Investment Banking, hosts colleagues David Levin, Ahmed Attia and Jason Levitz to explore what's driving deals and where the opportunities are heading. Key Points Healthcare M&A is strong, with a surge of high-value deals in life sciences. Equity performance is challenging, but investors in life sciences and biotech have seen good outcomes. IPO activity has rebounded; again, life sciences and biotech are most successful. Dealmaking has been largely unaffected by regulatory uncertainty, though challenges remain on reimbursement and MFN pricing. Larger companies believe they have the edge in using AI for profitability and competitiveness. Introductions [00:25] Host Darren Campili, Global Head of Healthcare Investment Banking, introduces the podcast and guests: David Levin, Co-Head of U.S.

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