Bellevue flags US healthcare innovation as driving fresh investment opportunities

• Bellevue Group AG flagged patient-outcome innovation as a key driver of healthcare investment opportunities from recent US conference takeaways.
• Roivant’s mosliciguat progress in pulmonary hypertension could intensify competition for United Therapeutics, Liquidia, broadening treatment choice.
• Roivant’s LISRAYA launch adds a commercial leg to its investment case, shifting focus from pipeline-only to revenue execution.
• Oral IL-23 therapy Icotrokinra from J&J, Protagonist showed strong uptake; combo regimens in inflammatory disease gained momentum.
• Medtronic’s turnaround narrative strengthened; Becton Dickinson’s post-divestment profile points to ~5% growth, total return trending toward 10%.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Bellevue Group AG published the original content used to generate this news brief on September 14, 2026, and is solely responsible for the information contained therein.