MERCK KGAA's Capital Markets Day sparked a 7.6% market rise, despite dampened pharmaceutical expectations following setbacks in drug development. The Electronics division, particularly Semiconductor Materials, is projected to grow sales by 5-9% annually, while pharmaceuticals anticipate slight growth through licensing. Analysts remain optimistic, with target prices from DEUTSCHE BANK at €180 and GOLDMAN SACHS at €205, reflecting a calming effect from the event.
The global contract development and manufacturing organization (CDMO) market, valued at USD 130.8 billion in 2018, is projected to reach USD 278.98 billion by 2026, growing at a CAGR of 10.0%. This growth is driven by rising demand for novel therapies, increasing complexity of treatments, and strategic partnerships between pharmaceutical companies and CDMOs. Key trends include market consolidation and significant investments in infrastructure, while challenges such as stringent regulations may hinder growth.
Investing in healthcare ETFs offers Canadian investors a way to diversify their portfolios, which are often underweight in this sector. Despite its volatility, the healthcare sector is expected to see growth driven by an aging population, technological advancements, and increased healthcare spending. Funds like the Hamilton Healthcare Yield Maximizer ETF and Harvest Healthcare Leaders Income ETF utilize covered call strategies to enhance yields, appealing to those seeking defensive investments with growth potential.
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