The FDA's approval of an injectable, at-home version of Eisai and Biogen's Alzheimer's drug simplifies treatment and reduces the need for hospital visits. This development highlights a broader trend toward at-home care, creating potential investment opportunities in companies that provide related medical devices and healthcare services.
Published on August 30
The shift from hospital to home care is accelerating rapidly, with complex treatments now becoming accessible in patients' living rooms. This transformation creates massive opportunities for companies enabling this transition.
As more therapies move to at-home administration, the demand for specialised medical devices, monitoring systems, and home care services is set to explode. Early investors could benefit from this structural growth trend.
These companies are at the forefront of medical innovation, developing cutting-edge solutions that make complex treatments safer and more convenient at home. Their technological advances could drive significant value creation.
The FDA's approval of at-home Alzheimer's treatment represents a pivotal shift in healthcare delivery. We believe this signals a broader transformation where complex medical treatments move from hospitals to patients' homes, creating significant opportunities for companies that enable this transition through specialised devices, monitoring technology, and home care services.
This group focuses on the entire ecosystem supporting at-home healthcare, from medical device manufacturers to telehealth providers. These companies are positioned to benefit from the structural shift towards home-based care, which offers improved patient convenience, reduced healthcare costs, and better treatment adherence across various medical conditions.
Each company in this collection plays a crucial role in the at-home care value chain. They were handpicked by professional analysts based on their strategic positioning within the growing home healthcare market, their innovative technologies, and their potential to capture increased demand as more therapies transition from clinical settings to home administration.
Market capitalisation breakdown for an at-home healthcare-focused basket.
BIIB: $21.44B
DXCM: $27.35B
MDT: $122.91B
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On average, analysts expect assets in this group to grow 90.96% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
In 12 months it might be worth:
+90.96%
