Exor Investor Day
WE HAVE DEEPENED OUR KNOWLEDGE OF HEALTHCARE
LONG-TERM SUPPORTING TRENDS
Healthcare expenditure has nearly tripled in value since 2000 to +$9tn
and represents ~10% of global GDP
Pro capita healthcare expenditure doubled in the last 20
years and is expected to continue rising
Growth in healthcare expenditure is expected to continue
benefitting from the global ageing population
Long-term shareholders are rewarded as all healthcare
subsectors outperformed the MSCI World over a multi-
decade timeframe
COMPANIES
VENTURES
AREAS WE ARE EXPLORING:
Exor
Healthcare
Services
Imaging &
Instruments
Diagnostics
Life Sciences
Tools
Life Science Ingredients, e.g. genomics
and proteomics
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Precision
Medicine
Robotics &
Automation
Al-enabled
Medicine
HITIDO
Biomanufacturing
Pharma
services
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