Health Care
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ResMed in a Holding Pattern
Ben MacNevin
January 31, 2014
ResMed (ASX: RMD) has released its second quarter result for 2014, and once again it was a tale of two cities: the top line growth disappointed, while the bottom line growth impressed. So, amid these two opposing forces, which direction will the company likely take? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights, Manufacturing.
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MEDIA
Sirtex offers promise on good results
Roger Montgomery
January 23, 2014
In this article for the Switzer Super Report, I look at the bright future ahead of Australian-based medical device company, Sirtex Medical Limited. Read here.
by Roger Montgomery Posted in Health Care, On the Internet.
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MEDIA
A good-value medical opportunity in LifeHealthcare
Roger Montgomery
January 9, 2014
In this article for the Switzer Super Report, I consider the value of high-end medical device distributor, LifeHealthcare. Read here.
by Roger Montgomery Posted in Health Care, On the Internet.
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Down but not out
Russell Muldoon
September 2, 2013
Whilst we do not own the shares in the business and haven’t for some time, we previously commented on a number of headwinds we thought Blackmores was facing. Naturally we read their full year result with interest to see how things are progressing. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights, Value.able.
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Thinking about Virtus
Russell Muldoon
June 19, 2013
A key investing theme at Montgomery Investment Management has for some time been the positive financial impact on healthcare companies from an ageing western demographic. Given that the sector is stable and growing, it’s a must have, at the right price, in our investment portfolios. Of the invested assets in The Montgomery [Private] Fund, healthcare currently occupies approximately 26%. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights.
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An investment theme we like
Tim Kelley
May 6, 2013
Healthcare is one of the investment themes we like at Montgomery. In most OECD countries, healthcare spend has been growing at around GDP +2% for many decades, and ageing populations will provide a tailwind for some time to come. This is a challenge for governments, who can’t readily grow revenues faster than GDP and so will need to reduce their share of the total spend. However, with demand growing, we expect that private contributions will increase to fill the gap. Baby boomers who can afford to look after themselves will likely choose to do so.
continue…by Tim Kelley Posted in Health Care, Insightful Insights.
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CSL restarts production of influenza vaccine for Australia
Ben MacNevin
May 1, 2013
CSL has announced that it is restarting production of influenza vaccine for the Australian market in response to higher than expected demand this season.
continue…by Ben MacNevin Posted in Health Care, Insightful Insights.
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MEDIA
In search of gems amid the reporting gloom
Roger Montgomery
February 15, 2013
In this Australian article published 9 Feburary 2013, Roger provides his insights into the sectors which will continue to perform well in the Australian market over coming months. Read here.
by Roger Montgomery Posted in Health Care, In the Press, Intrinsic Value.
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- POSTED IN Health Care, In the Press, Intrinsic Value
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U.S. Health Care System
Ben MacNevin
February 15, 2013
This article provides interesting context for Resmed and the reimbursement bidding process (extract of key paragraphs below)
Jaime Rosenthal, a senior at Washington University in St. Louis, called more than 100 hospitals in every state last summer, seeking prices for a hip replacement for a 62-year-old grandmother who was uninsured but had the means to pay herself. The quotes she received might surprise even hardened health care economists: only about half of the hospitals, including top-ranked orthopedic centers and community hospitals, could provide any sort of price estimate, despite repeated calls. Those that could gave quotes that varied by a factor of more than 10, from $11,100 to $125,798.
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Influenza Outbreak in America
Ben MacNevin
January 14, 2013
It is winter in the United States, and there has been a severe outbreak of influenza. New York State declared a public health emergency on Saturday, with nearly 20,000 cases of flu reported across the state so far this season (compared with 4,400 cases reported in the whole of last season). There has been a widespread public services campaign to encourage people to receive vaccines, and under the emergency order pharmacists in New York will be allowed to administer flu vaccinations to patients between 6 months and 18 years old, temporarily suspending a state law that prohibits pharmacists from administering immunisations to children.
continue…by Ben MacNevin Posted in Health Care, Insightful Insights.
