Nine months into the Trump administration, US healthcare investors are learning to live with some new realities. “When you look at the impact of tariffs on healthcare, it is not nearly as significant as it has been in other economic verticals,” explains Chris Wilson, partner and co-chair of the Healthcare practice at law firm Goodwin. Wilson says that area is growing. “What we have seen over the last couple of years is proportionately less investment going into healthcare services businesses and a shift of those investment dollars into areas like pharma services businesses that surround the development and production of therapeutics,” he says. “Private equity tends to be hesitant to invest in therapeutics directly because of the great risks involved around early-stage treatments, but the ancillary service providers around that, like manufacturing or trials, have much more predictable revenue streams.”
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