Insights

The National Health Service (NHS) Long Term Workforce Plan published in Summer 2023 will impact not only on England’s public healthcare sector but also on the independent healthcare sector. In this piece, Marwood analyses the potential impacts on England’s health and care workforce and identifies the key takeaways for investors considering assets in this market.

The healthcare sector is undergoing a chronic labor shortage with a systematic training lag limiting the expansion of the skilled workforce for the foreseeable business cycle.

Excess body weight afflicts more than two-thirds of Americans. Until recently, pharmacological interventions have been incremental at best. In 2021, the FDA approved Wegovy (semaglutide) for chronic weight management, delivering the first results even remotely comparable to bariatric surgery.

Demand for fertility services has grown over the last few years, along with increasing insurance coverage mandates and rising interest from large employer groups. In the absence of federal policy, states have taken on a more active role in requiring commercial coverage and reimbursement of infertility treatment.

While cosmetic surgery & medspa procedure platforms have rarely achieved scale to date, they are a growing area of investor focus, supported by an aging population and positive consumer trends in aesthetics catalyzed through the COVID-19 pandemic.

Nuclear medicine utilizes radioactive tracers (radiopharmaceuticals) to assess systemic functions as well as to diagnose and treat disease.

Orthopedic practices are a growing area of investor focus, supported by an aging population and positive reimbursement dynamics, particularly in the outpatient setting. Herein, Marwood presents its proprietary analytics platform for reimbursement claims analysis through a case study of the outpatient orthopedics space in North Carolina.