Sung Ji Nam covers life science tools and diagnostics. She says the life science tools sector will likely grow steadily over the longer term, and it is more of a defensive industry. However, certain macro issues could create some headwinds for parts of the industry in the near term. For diagnostics, Ms. Nam says the outlook is a bit more mixed. She says the biggest concern for that industry is whether there is sufficient incentive or ROI to invest in innovation, and that in the U.S. the biggest overhang remains reimbursement.
Full interview HERE.
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