Unpacking Healthcare With Sector Specialist Mike Perrone, CFA
Compound Insights3 Feb

Unpacking Healthcare With Sector Specialist Mike Perrone, CFA

Mike Perrone, CFA, Managing Director at Baird, discusses the forces reshaping healthcare investing in 2026 and their impact on portfolio construction. He also shares his views on the biotech sector, evolution of GLP-1 drugs, role of artificial intelligence and outlook for M&A.

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