Health Care

Markets often resemble their participants, and the stock market is particularly vulnerable to the human psyche, prone to bouts of elation and despondency with each new trend. The recent euphoria surrounding a novel class of weight-loss and diabetes management drugs is a textbook example of this phenomenon. continue…

by Roger Montgomery Posted in Companies, Editor's Pick, Health Care, Market commentary.

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Telix Pharmaceuticals Limited (ASX:TLX) is a Melbourne-headquartered $3.9 billion company which recently entered the Montgomery and Australian Eagle portfolios and seems to have very exciting prospects. continue…

by David Buckland Posted in Companies, Health Care, Stocks We Like.

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CSL Ltd (ASX:CSL)  – which labels itself as a multinational specialty biotechnology company – has long been one of the stars of the Australian market. Since listing in 1994, CSL has not missed a beat, with its share price soaring a massive 25,000 per cent.  It’s a long-term holding in the Australian Eagle portfolio and, with great management and a solid growth outlook, we continue to like what we see.

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by Sean Sequeira Posted in Companies, Editor's Pick, Health Care, Insightful Insights.

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Sean, Alan, Dan and the Australian Eagle team, now running The Montgomery Fund, and The Montgomery [Private] Fund alongside me as co-PM, have held quality healthcare companies for many years due to faster-than-GDP growth and their resilience through most economic environments. Today, I unveil the high-level thesis for the inclusion of Pro Medicus (ASX:PME), a company whose share price causes deep-value investors to spit their cornflakes back into the bowl. continue…

by Roger Montgomery Posted in Companies, Health Care, Stocks We Like.

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The Montgomery Fund recently invested in Integral Diagnostics (ASX:IDX), which provides medical imaging services at 67 radiology clinics across Australia and New Zealand. Our investment in IDX gives us exposure to an expanding business in the fast-growing digital imaging industry. The IDX share price has grown four-fold over the past five years, and we’re confident there’s more growth to come. continue…

by Andreas Lundberg Posted in Companies, Health Care, Stocks We Like.

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The COVID-19 pandemic has dented the profits of Ramsay Health Care (ASX: RHC), Australia’s multinational healthcare provider and hospital network. The good news is that earnings are growing again across key regions as lockdowns and restrictions start to ease. And an increased final dividend signals that the company expects a better year ahead. continue…

by Andreas Lundberg Posted in Companies, Health Care, Stocks We Like.

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If you are a longer-term shareholder of Avita Medical (ASX:AVH), it is likely you would have experienced a rather disappointing journey over the past 12 months. COVID-19 and lockdowns in the US have stymied the RECELL roll-out just as it was gaining steam, as well as preventing recruitment for its various label extension plays in vitiligo, paediatric scalds and wound care. continue…

by Joseph Kim Posted in Companies, Health Care, Stocks We Like.

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The medicinal cannabis industry is gaining significant momentum, however, still remains in the early stages of growth. Zelira Therapeutics recently reported record quarterly cash receipts for the third quarter, up 249 per cent on H1 FY21. continue…

by Andreas Lundberg Posted in Companies, Health Care.

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How bad is the Coronavirus pandemic about to get? A lot worse, according to one of Australia’s leading immunologists.  And that spells bad news for just about everyone. continue…

by David Buckland Posted in Health Care.

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Our analysis of the COVID-19 data indicates that as testing increases so do confirmed cases.  This may seem obvious once articulated but the reality is that in February the United States – a country of 340 million people – was conducting a total of 92 tests per day! continue…

by Roger Montgomery Posted in Global markets, Health Care.

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