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Healthcare Innovation

Investing in the world’s health

Team Biographies

John Bowler

 

 Fund manager

John joined Schroders in 2003 as a Global Sector Specialist covering the healthcare sector. He is also Portfolio Manager for the Schroder Global Healthcare Fund and has primary research responsibility for Pan-European Pharmaceuticals. His investment career commenced in 1994 when he joined Hill Samuel Asset Management in 1994 as a graduate trainee, later becoming a junior portfolio manager for UK equities. From 1997 he worked at State Street Research and Management as a portfolio manager/analyst. He joined Schroders from AXA Investment Managers, where he worked from 1998 in a global healthcare research role. He was voted top buy-side analyst for the pharmaceutical and healthcare sector in the Institutional Investor Pan European Equity survey in 2002.

 What is the most exciting part of healthcare innovation for you?

As a former scientist this is the most exciting time in the industry that I have experienced in my career. Science driven medicine is finally more reality than claim.
Better understanding of the biology of diseases has driven a steady wave of clinically meaningful, innovative medicines.This finally helps the industry fulfil its social contract to society.
I am also equally excited about the application of Information Age technology to healthcare provision.
Remote monitoring, telehealth, AI behavioural health has just started to make its impact felt in improving patient outcomes and making healthcare systems more efficient and better able to meet the growing demands from demographics.

 

Ines Duarte da Silva

 

 Global Sector Specialist- Healthcare

Ines joined Schroders in 2018 as a Research Analyst covering the healthcare sector, and is based in London. She joined Schroders from Bank of America Merrill Lynch, where she was responsible for European Medtech & Healthcare Services research. Her investment career commenced in 2011 at Espirito Santo Investment Bank in Lisbon where she we worked as an equity research analyst, leading the Iberian Mid-Cap team. Earlier, Ines gained experience as a financial analyst in 2011 at the NOVA School of Business and Economics, after completing her Master in Finance. Ines holds a Master in Finance from NOVA School of Business and Economics and a degree in Mathematics Applied to Economics & Management from ISEG School of Economics and Management.

 What is the most exciting part of healthcare innovation for you?

Healthcare connectivity without a doubt.

Over the last 10 years, internet connectivity and development of healthcare apps have revolutionized how healthcare solutions reach patients. Connected health helps people better self-manage their health and wellbeing, allowing for improved preventive medicine which can lead to millions of dollars worth of savings for the healthcare system.

Wearables, remote monitoring devices and mobile diagnostic tools, for example, are game changers because it helps to monitors a patient’s health at all times, improving the notion of health check-ups, whether it is for chronic patients (diabetes’s, heart disease, etc), recovery patients (post-surgery) or even healthy patients (which may help capture health issues at an early stage).
In addition, healthcare connectivity has helped make telemedicine feasible – there are apps which allows patients to communicate with doctors without any physical contact. This has been proven essential in the 2020 pandemic crisis. It also allows for a huge economic efficiency allowing us to access healthcare at a lower cost, which is something I believe will be crucial in the developing world.

All of this also allows for collection of big data which will be instrumental in accelerating innovation in the healthcare space. All of these possibilities make me very excited about the future of healthcare innovation.

 

 

Wei Li

 

 Equity Analyst

Wei joined Schroders in 2017 as Research Analyst covering China Healthcare sector, based in Hong Kong. Wei joined Schroders from Macquarie, where he had worked since 2015 as equity research head of China health care sector. Before his sellside experiences, Wei worked in healthcare industry in China for five years at China Resources Holdings, where he had been responsible for healthcare industry research and deal sourcing. Wei holds a Master degree in Money & Banking from the University of Birmingham and a Bachelor degree in Public health from Tongji medical college. He is also a CFA charterholder.

 What is the most exciting part of healthcare innovation for you?

A few months ago, my father-in-law was diagnosed with late-stage lymphoma after suddenly slipping into a coma. The silver lining is that we live in an era of healthcare innovations where cancer is no longer an incurable disease in many cases. Thanks to new targeted therapy drugs, he can now ride to work every day as usual. The case would have been very different if he had the disease five years earlier. 

Growing up in the most populous country, I see first-hand the huge unmet medical demand in emerging countries. Also, as a healthcare analyst mainly covering Asia, I am very excited that Asia-based healthcare companies have made great progress in recent years and turned into remarkable contributors to global healthcare innovation, providing not only investment opportunities but also saving lives.

 

Madoka Sato

 

 Equity Analyst

Madoka joined Schroders in 1984 and is based in Tokyo. Madoka was the Head of Japanese Equity Research at Schroders from 1998 to 2006. Madoka holds a BA in Human Sciences from Waseda University and is a Chartered Member of the Security Analysts Association of Japan.

 What is the most exciting part of healthcare innovation for you?

I am very excited that new technologies are driving innovation of treatment options for orphan illnesses.

It always breaks my heart to see patients and their families attending conferences and study sessions for drugs under development in hopes of finding more information, and ultimately, a cure.

One by one, rare illnesses that were once thought to be incurable are gradually becoming treatable and the way their faces light up when a treatment is introduced is so touching. Recent examples include gene therapies and oligonucleotide medicines.

 

Peter Wen

 

 Equity Analyst

Peter is an Equity Analyst at Schroders, which involves responsibility for Health Care stocks. He joined Schroders in 2010 and is based in New York. Peter was a Director & Health Care Sector Analyst at Angelo Gorgon Asset Management from 2004 to 2009, which involved analyzing and investing in all health care sub-sectors. He was an Analyst/Portfolio Manager at Warburg Pincus Global Health Services Fund from 1999 to 2004, which involved investing in all sub-sectors across the market capitalization spectrum. He was a Health Care Research Analyst at Lynch & Mayer from 1994 to 1999, which involved providing investment recommendations of health care companies for mid and large cap portfolios. Qualifications: MBA from The Wharton School, University of Pennsylvania; BA in Biology from Harvard University.

 What is the most exciting part of healthcare innovation for you?

The most exciting part of healthcare in my view is the innovation driven by the intersection of digital technology and biology. I call it digitization of biology. For decades, digital technology has enabled by the proliferation of inexpensive and superfast semiconductors and software that impacts everything we do daily. Digital technology has driven the cost reduction of hardware and computation needs for biology research and development that far exceeds Moors Law. Biology is the understanding of life and how it works. It cannot be analyzed without digital technology due to its complexity that requires unprecedented data collection and data analysis in order to model and characterize how normal and disease biological systems work. The charts below show reduction in the cost of DNA sequencing that has far surpassed Moors Law for over a decade. The pace of discovery is exponential. In my view, liquid biopsy, cell therapy, gene editing, immuno-oncology only represents the tip of the iceberg of future innovations driven by digitization of biology.

 

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