Health Care
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Speculation miscalculation
Scott Shuttleworth
June 20, 2014
Following yesterday’s article on Yo (found here) I was reminded of an article I read whilst studying investment analysis under Professor Robert Durand of the University of Western Australia (now at Curtin University). The article (which can be found here) titled “Contagious Speculation and a Cure for Cancer: A Nonevent that Made Stock Prices Soar” by Huberman and Regev, described the series of events surrounding the stock price of EntreMed (ENMD) and other biotech stocks listed in the United States. continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights.
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Budget ideas
Russell Muldoon
May 19, 2014
Now the dust has settled on last week’s budget announcement, we have collectively come up with a number of ways that proposed changes to the budget may impact listed businesses, and provide some of these below. continue…
by Russell Muldoon Posted in Economics, Health Care, Insightful Insights, Market commentary.
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Sirtex test results: what they mean
Russell Muldoon
May 15, 2014
Longer-term investors in Sirtex Medical Limited (ASX: SRX) might be aware that the business invests heavily – around $60m in recent years – to fund a number of large-scale studies intended to prove the efficacy of their core medical device, SIR-Spheres microspheres (SIRT). The goal is to provide the statistical evidence required to drive earlier adoption globally of their SIRT procedure in the treatment of inoperable liver cancers. continue…
by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.
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Exposure to the Generational Avalanche
Russell Muldoon
April 22, 2014
It is estimated that the number of people over the age of 70 will double in Australia over the 2006-2021 period. This “grey market”, or the Generational Avalanche as we refer to it internally, is going to fundamentally shape the landscape of the Australian economy. continue…
by Russell Muldoon Posted in Health Care.
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The stock market can wait
Tim Kelley
March 28, 2014
One of the themes we follow here at Montgomery is healthcare. As western populations age, we expect their need for healthcare to increase materially. Also, the Baby Boomer generation is affluent, and it will likely be prepared to pay for quality care. continue…
by Tim Kelley Posted in Health Care, Insightful Insights.
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The next chapter in the Sirtex story
Roger Montgomery
March 17, 2014
In this article for the Switzer Super Report, I look at Sirtex Medical as a follow up to my earlier discussion of the company. Read here.
by Roger Montgomery Posted in Health Care.
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Checking in on ResMed
Tim Kelley
March 17, 2014
One business we follow here at Montgomery is ResMed (ASX:RMD), a leading global supplier of sleep apnoea products, including flow generators and associated masks. Some of the attractions of RMD include: continue…
by Tim Kelley Posted in Companies, Health Care, Insightful Insights.
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Sirtex: the stars are aligning
Russell Muldoon
March 14, 2014
Sirtex Medical Limited (SRX) is a business we have covered a number of times in the past on the blog. You can find some of our past thoughts here, here and here. continue…
by Russell Muldoon Posted in Companies, Health Care.
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A Cause for Concern?
Ben MacNevin
February 26, 2014
InvoCare (ASX: IVC) owns and operates funeral homes, cemeteries and crematoria in Australia, New Zealand and Singapore. Over the past decade, the company has grown their net profit after tax by 16 per cent each year. However, in the year to December 2013, InvoCare recorded a flat net profit after tax at $42.5m.
by Ben MacNevin Posted in Companies, Health Care, Insightful Insights.
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Sirtex Share Price Soars
David Buckland
February 19, 2014
First it was their 19 per cent growth in dose sales for the December 2013 quarter – their 38th consecutive quarterly increase – now their interim report has seen Sirtex record a 44 per cent increase in net profit for the six months to December 2013. The response? The Sirtex Medical share price has jumped 33 per cent, from $11.40 to $15.20 in the past six weeks. continue…
by David Buckland Posted in Companies, Health Care.
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