- Digital Healthcare expecting further influx of Big Tech deals – following latest Oracle $30bn Cerner electronic data deal. [1]
- US Healthcare ripe for Tech upgrade, with healthcare ~20% of GDP. [2]
- Global DNA sequencing market size to hit ~$40bn by 2030 just $8.4bn currently. [3]
- Top monthly contributors across multiple themes – led by Healthcare Trackers up 16.6 due to iRhythm. [4]
- Ten subthemes, Equal Weight across all 104 current holdings. [5]
- Largest subtheme exposure - Medical Devices (26.6%), Biotech (26.0%), Gene Sequencing (19.0%), Neuroscience (9.5%), Healthcare Analytics (5.6%) and Telemedicine (5.4%). [6]
- Increasingly global – with the US at 69.6%, Japan 8.4%, China 3.8% and Europe 14.1%. [7]
Past performance is not an indicator for future results and should not be the sole factor of consideration when selecting a product. Please note that all performance figures are showing net data.
Macro Outlook
- Digital Healthcare space is experiencing an influx of Big Tech deals. The US Healthcare industry is ripe for Tech upgrades, with healthcare representing almost 20% of US GDP. [8]
- Digital Health estimated at $152.5bn in 2020, projected to reach a revised size of US$456.9bn by 2026 - CAGR of 18.8% annually. [9]
- Telemedicine continues fast uptake and favourable consumer perception – telehealth uses up 38 fold from pre COVID levels. [10]
- In US ~$250bn or 20% of all health spend could be virtualised. [11]
- Telemedicine subtheme surpassed $60.9bn in 2020 - estimated to grow at 18.2% between 2021 and 2027. Increasing prevalence of chronic disease and growing need for patient management [12]
- North America dominates Telemedicine – at approximately double the size of Europe and 6 times larger than Asia-Pacific. [13]
- Global DNA sequencing market size to hit ~$40bn by 2030, just $8.4bn currently. [14]
- Rapid advancements in sequencing technology and bioinformatics – enabling the identification of DNA variations. [15]
Top Subtheme Contributions
|
|
Contribution to Return
|
|
Sub-Themes
|
YTD
|
November
|
|
Telemedicine
|
-39.10%
|
-23.01%
|
|
Genome Sequencing
|
-20.06%
|
-15.27%
|
|
Medical Devices
|
9.60%
|
-6.90%
|
|
Neuroscience
|
26.04%
|
-6.31%
|
|
Bioinformatics
|
-28.95%
|
-20.92%
|
|
Biological Engineering
|
-6.92%
|
-6.79%
|
|
Healthcare Analytics
|
-19.95%
|
-18.00%
|
|
Robotics
|
-57.19%
|
-8.68%
|
|
Healthcare Trackers
|
-49.09%
|
-16.63%
|
Past performance is no guarantee of future performance. Please note that all performance figures are showing net data.
Source: INDXX. Data as of 30.11.2021
|
Company Name
|
Sub-Themes
|
November
(Contribution to Return)
|
|
IRHYTHM TECHNOLOGIES INC
|
Healthcare Trackers
|
25.28%
|
|
OMEROS CORP
|
Neuroscience
|
1.48%
|
|
JMDC INC
|
Healthcare Analytics
|
1.21%
|
|
MEDPEER INC
|
Telemedicine
|
0.70%
|
|
ACADIA PHARMACEUTICALS INC
|
Neuroscience |
0.70%
|
|
ALNYLAM PHARMACEUTICALS INC
|
Biological Engineering
|
0.61%
|
|
QUIDIEL CORP
|
Biological Engineering
|
0.45%
|
|
BIOMERIEUX
|
Biological Engineering
|
0.43%
|
|
BIOMARIN PHARMACEUTICAL INC
|
Biological Engineering
|
0.36%
|
|
PEPTIDREAM INC
|
Biological Engineering
|
0.18%
|
|
|
1M
|
3M
|
6M
|
YTD
|
12M
|
2Y
|
3Y
|
SI
|
|
HANS-GINS Indxx Healthcare Megatrend
|
-9.53%
|
-13.38%
|
-7.27%
|
-7.90%
|
-2.33%
|
18.69%
|
NA
|
30.48%
|
|
Indxx Global NextGen Healthcare Index (NTR)
|
-9.44%
|
-13.45%
|
-7.34%
|
-7.87%
|
-2.27%
|
19.65%
|
37.68%
|
32.60%
|
Past performance for the index is in USD. Past performance is not an indicator for future results and should not be the sole factor of consideration when selecting a product. Investors should read the prospectus of the Issuer (“Prospectus”) before investing and should refer to the section of the Prospectus entitled ‘Risk Factors’ for further details of risks associated with an investment in this product.
Source: Bloomberg / HANetf. Data as of 30/11/2021. Please note that all performance figures are showing net data.
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