Our outlook for the Life Sciences sector in 2022 remains optimistic as a much needed valuation re-set now provides the opportunity to buy into strong fundamentals of the larger players. Furthermore the innovation that drives the sector has not disappeared and we are excited about the potential of combining genomic technologies with biology lead drug discovery to improve efficiency across the drug development cycle. In this overview, we reflect on some of the recent performance in the US and UK, pose some thoughts on the riskiness of the sector, valuations, outlook for M&A and conclude on what we look for in companies.

Stocks mentioned in the note include:

4D Pharma (DDDD), Destiny Pharma (DEST), Diurnal Group (DNL), Ondine Biomedical (OXB), Yourgene (YGEN), Verici (VRCI), Instem (INS) and Diaceutics (DXRX).

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