Portfolio gaps, supply chain uncertainty, changes in policy direction, and other basic factors are expected to promote M & A by health industries in 2025. We believe that more powerful US and European transaction markets are being promoted by improving macroeconomic factors and more lighter US regulations. The transaction value and amount will be accelerated next year.
Pharmaceuticals and life sciences are considering acquiring innovative biotechnology companies in order to further distinguish and grow in the distinction and growth of portfolios. For example, in July 2024, Biogen acquired human immunology biological science. In August 2024, Eri Lilly won Morphick, and in January 2025 Johnson End Johnson announced an acquisition proposal for intracellular therapy.
Because the big pharmaceuta is facing a significant decline in profits over the next few years due to the imminent special cliff, the gap of the portfolio is focused and focused on the targeted treatment area, and the selected product is greater innovation. I hope to take on the acquisition to aim for. This includes admission to a new area. In addition, we hope that the sale of low or non -core assets that compete for internal management and resources will continue to be evaluated. The example of this sale strategy sells Viatris's sales of over -the -counter business to Cooper Consumer Health, active pharmaceuticals in Matrix Pharma Private, and Pharma's health business.
In the Healthcare Service Division, companies continue to acquire digital assets or technology companies, including AI -compatible services, and provide expensive high -level care. Recent examples include the acquisition of Geisler It Services by Cantata Health Solutions, the acquisition of a special network by Cardinal Health, and its PPS analysis platform.
Private equity (PE). PE still has important capital, is trying to expand, and the number of potential sales candidates is increasing. In the PE community, interest in Medtech and digital health companies is increasing. This is indicated by the acquisition of KKR by Cotiviti's KKR, proposed by Cotiviti's 50 % stock, healthcare data and technology business, or CD & R proposed by R1 RCM. , Technology -led solution provider for the healthcare industry. This trend is likely to last until 2025, and it is expected that exciting goals will appear on the market. In health services, the headwind of legislation, funding, and the overall yields under expectations affect the evaluation and investment decision, especially in clinics, medical service centers or group comprehensions in specific areas.
