Healthcare: Is M&A The New R&D?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 18 December 2015
⏱️ 18 minutes
🧾️ Download transcript
Summary
There were a record number of healthcare deals in 2015. Here are some of our favorites.
Transcript
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| 0:00.0 | M&A, the new R&D. This is Industry Focus. |
| 0:10.0 | Hey everyone, welcome to Industry Focus, Healthcare Edition. I'm your host Christine Hargis. We've got Motley Fool health care contributor Todd Campbell on the line. It is December 16, 2015. And it has come to my attention that one of the other industry focus |
| 0:25.6 | podcast hosts Sean O'Reilly put in a plug recently that I'm a bourbon fan which is |
| 0:30.9 | not wrong and what he very selflessly forgot to tell you, |
| 0:35.4 | and here's me just returning the favor, |
| 0:37.4 | is that he is also a fan, particularly of Woodford Reserve. |
| 0:40.9 | It's maybe an industry-focused wide thing. I don't know. Todd, are you in the |
| 0:44.5 | Bourbon fan club as well? I am, I am, although I found that I'm pretty partial to |
| 0:49.4 | rye lately. Well, there you go. Tastes all over the place. So, duly noted. It's a little insight into our Christmas |
| 0:58.6 | lists and also some Friday afternoons here at Fool HQ. |
| 1:02.8 | So the inspiration for today's episode comes from an episode of market foolery that I recorded |
| 1:07.7 | with the stellar Chris Hill and my fellow health care analyst Michael Douglas earlier |
| 1:11.6 | this week, in which we talked about some of |
| 1:13.8 | our favorite health care stories from 2015 some best stocks and top headlines. |
| 1:19.6 | We're CEO, Kof-Kof-Scarley. It was a really fun episode. |
| 1:23.6 | Check it out when you get done with this one. |
| 1:25.8 | One of the things that we talked about as a top healthcare story in that show was The |
| 1:30.0 | Surge in MMA, or mergers and acquisitions. |
| 1:33.0 | And really, this has been a key theme for the year more broadly than just health care. |
| 1:38.0 | It is huge. |
| 1:40.0 | I mean, this is a record year, not only in terms of the number of, well, deals in health care, but also in terms |
| 1:48.7 | of the number of deals that are occurring everywhere in the market. |
... |
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