Europeans aren’t really using Covid-19 contact-tracing apps

Europeans aren’t really using Covid-19 contact-tracing apps

12 out of the 28 European countries have released Covid-19 tracing apps in June 2020, however it seems that no one is using them.   Exhibit 1 - EU Covid-19 Tracing app usage Source: ACF Equity Research, VICE Germany's Corona-Warn app is only...

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Horseshoe crab blood is key to making a Covid-19 vaccine – but the ecosystem may suffer

Horseshoe crab blood is key to making a Covid-19 vaccine – but the ecosystem may suffer

In 2016 a synthetic alternative (rFC) to horseshoe crab blood, used in bacterial infection detection for injectable procedures, was licensed. And yet horseshoe crabs are both threatened with extinction and in line for preservation due to Covid-19 and its...

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How will the rise of biosimilars impact biologics

How will the rise of biosimilars impact biologics

● Once patents expire for biologic medicines, a market opportunity opens up for biosimilars, a cheaper alternative. Biosimilars were mainly brought in to thwart the monopoly power of biologics in the pharmaceutical industry. ● Biosimilars are expected to increase at...

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Doctors may be missing illnesses because UK medical textbooks often focus on white people

Doctors may be missing illnesses because UK medical textbooks often focus on white people

Malone Mukwende, a medical student from St. George's, University of London noticed during his studies that there was a problem with Ethnic Dermatology. Mr Mukwende's observation leads us to wider questions over healthcare investment opportunities, telemedicine, remote patient monitoring,...

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Hospital margins are down – is selling your health data a solution

Hospital margins are down – is selling your health data a solution

A framework allowing a more sensible approach to health data collection In our previous blog we outlined the pressure on hospital margins and the entire hospital business model as a direct result of Covid-19. One solution is the sale by...

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Why are drug prices rising faster than inflation?

Why are drug prices rising faster than inflation?

Drug makers typically raise prices at the beginning of the year and this year is no different. Prices on 457 brand name drugs are due to increase this year by an average of 5.1%. (GoodRx). About 102 drug manufacturers,...

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Part II – How Big Oil is Trying to Win Back Investors

Part II – How Big Oil is Trying to Win Back Investors

On May 27th 2020, ExxonMobil, Chevron and BP all had their annual shareholder meetings which did not have the desired outcome. To date, Covid-19 has caused a deep collapse in the demand for oil. The breakeven oil price required to...

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Part I – Global Energy spending to fall $400bn due to coronavirus crisis

Part I – Global Energy spending to fall $400bn due to coronavirus crisis

According to a recent report published by the IEA (international Energy Agency), global energy investment is set to fall 20% to USD 400bn in 2020, which represents the biggest annual decrease ever to be reported in the industry. Global...

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Can the UK make a green Covid 19 recovery?

Can the UK make a green Covid 19 recovery?

More than 200 top UK firms and investors, from both multinational and national businesses across industry sectors including energy, finance, consumer goods, retail, construction, water and communication are calling on the government to deliver a Covid-19 recovery plan that...

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South Korean café’s robot barista could be an example of an old investor adage

South Korean café’s robot barista could be an example of an old investor adage

South Korea is slowly transitioning from intensive social distancing rules towards what the government calls “distancing in daily life”. In support of these new rules, a café in Daejeon, South Korea has hired a barista robot which is able...

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