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00:00 – Introduction & portfolio managers
03:10 – Assets under management
03:51 – Public equity team
05:15 – Orbimed Global Team
06:12 – Due diligence
08:45 – Why invest in healthcare
10:37 – Performance review FY 31/03/21
16:14 – Investment themes for 2021
18:50 – Innovation
25:44 – Emerging markets
28:18 – Key drivers for 2021
44:12 – Q&A session