Tim Wenger

Tim Wenger, a member of TD's capital reinvestment team, shares expert insights on the healthcare sector's current performance. He discusses why healthcare underperformed compared to IT, highlighting higher utilization and political shifts impacting managed care. Tim also sheds light on the struggles faced by hospitals and providers, alongside the disappointments in pharma and biotech. However, he presents reasons for cautious optimism, such as potential policy tailwinds and the transformative role of AI in drug discovery and healthcare operations.