Nick Richet
speaker
62 appearances
1 recordings
1 series
first heard Jun 2026
last heard 26 Jun
Nick Richet’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
I think the story of healthcare year to date has really been bimodal.
I mean, think about the bio and pharma super cycle for the last six months.
Prior two years for services and health tech were actually
Pretty frothy, pretty active, whereas bio was pretty quiet.
I think going into the year we couldn't have been more excited.
It felt like
Every subsector was was firing on all cylinders.
And then February happened.
We got a combination of the SAS Pocalypse, which I know primarily is is a technology condition, but it spread pretty quickly into a bunch of different adjacencies, tech-enabled services.
And then we got the Iran war at the end of February.
I would liken that combination of events very much so to Liberation Day.
From April of last year.
It did suck the wind out of services and tech for about four months.
And here we are in June, and it feels like the engine is finally starting to move again.
We're starting to see deals come to market.
The public equity side is a little bit slower for services in health tech, but I think as we get into the back half of the year, it will catch up to where the MA market is.
And
We've seen some recent large announcements.
I think there's a number that we're expecting in the back half of the year as well on the MA side.
The debt market's gonna be more constructive and we do think of the debt markets as a typical leading indicator of
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