Health Care
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Healthscope hurdles a symptom of pressures on healthcare stocks
Roger Montgomery
June 27, 2017
You’d think owning a private hospital would be a licence to print money. There are certainly a number of favourable underlying drivers for private hospital operators in Australia — not least the ageing population — resulting in increasing service volumes per person. continue…
by Roger Montgomery Posted in Health Care
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The news looks good, so why have Sirtex shares been dumped?
Scott Shuttleworth
April 25, 2017
Over the weekend, the results were released of a trial comparing the efficacy of two treatments for late stage liver cancer. The treatments were SIRT, pioneered by Australian biotech, Sirtex, versus Sorafenib. The results were generally positive for SIRT. So why has the market responded so harshly?
continue…by Scott Shuttleworth Posted in Editor's Pick, Health Care
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A (re)visit to the hospital: Healthscope and Ramsay
Roger Montgomery
March 27, 2017
Over the course of 2016, we provided insight into the competitive dynamics and aggregate prospects of several industry sectors, from financial markets to supermarkets, listed on the Australian stock market.
continue…by Roger Montgomery Posted in Editor's Pick, Health Care, Stocks We Like
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Resmed’s AirFit masks appear to be boosting market share
Ben MacNevin
March 20, 2017
Last November, Resmed launched its new range of AirFit masks. This led us to wonder if the uptick in growth in Resmed’s second quarter results was due to the new masks. Early indications are that the masks have been well received, and are increasing the company’s market share. continue…
by Ben MacNevin Posted in Health Care
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Resmed’s Growing Customer Base
Ben MacNevin
February 3, 2017
We’ve postured that Resmed has fundamentally changed the US business model in its favour with its Airsense platform. After the release of Resmed’s second quarter results for financial year 2017, we explore how it is tracking against this thesis. continue…
by Ben MacNevin Posted in Health Care
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NSW’s new hospital model could be a boon for private operators
Ben MacNevin
December 15, 2016
Privatisation of public health services is often met with fierce criticism (co-payments or ‘Mediscare’ anyone?). But positive feedback for Sydney’s Northern Beaches Hospital has allowed the NSW Government to push ahead with a hospital model that could benefit all stakeholders, including private healthcare operators. continue…
by Ben MacNevin Posted in Health Care
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Value emerges when you least expect it
Roger Montgomery
November 15, 2016
As any adherent to professional value investing will attest, the practice in Australia has been challenging in 2016. For a length of time that we’d prefer not to dwell on, we have rued the broad lack of opportunities. As a result, Montgomery portfolios have not been fully invested, even as our funds have grown.
continue…by Roger Montgomery Posted in Health Care
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Why it’s so hard for the government to lower health care costs
Ben MacNevin
November 11, 2016
Each year, health care spending chews up an increasingly large chunk of state and federal budgets. This trend is clearly unsustainable. Which is why the Australian government is conducting multiple reviews of the system in the hope of providing more efficient and cheaper care. So, should we put our faith in the efficacy of these reviews?
by Ben MacNevin Posted in Health Care
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Look beyond the panic selling: Healthscope is a great long-term story
Roger Montgomery
November 4, 2016
Last month, Healthscope (ASX:HSO) announced it had experienced slower-than-expected hospital revenue growth for the quarter. The announcement prompted a wave of selling, with the share price falling around 30%. Does this present a buying opportunity? Given the metrics of the private hospital industry, we think so.
continue…by Roger Montgomery Posted in Health Care, Stocks We Like
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After the plunge, is it time to dive in for Healthscope?
Roger Montgomery
October 31, 2016
When the share price of Healthscope plunged 30% in October, we received numerous queries from many of our thousands of investors and readers. In short, they were asking: after a price dive like that, what did we think about the business now? continue…
by Roger Montgomery Posted in Editor's Pick, Health Care
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