KKR's Satvat on Finding Health Care Investment Opportunities

The video discusses the vast U.S. healthcare market, emphasizing investment strategies in this dynamic sector. It highlights the importance of understanding opportunities, backed by strong teams, and addresses investor concerns about policy risks. Successful investments like PRA and Bridge Bio are examined, showcasing efficient business models. The competitive market landscape and valuation strategies are analyzed, along with exit strategies and political impacts on investments.

What is the significance of understanding regulatory and policy changes in healthcare investments?

What are the characteristics of a successful healthcare investment according to the speaker?

How does the speaker view the current competitive landscape for healthcare deals?