For the 13th time, we rebalanced our Singularity Strategies this past May. New in focus: Type 2 diabetes and weight management drugs as well as their supply chains. Wearables, on the other hand, are stagnating from an innovation perspective: Although companies such as Apple and Garmin collect valuable individual health data, they have struggled to translate this into meaningful medical applications.

For more insights, read our Rebalancing Report below. 

By TSG - 06/05/2024