Health Care
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Is this a minor stumble for Sirtex?
David Buckland
June 2, 2016
The confession season continued with Sirtex Medical Limited (ASX: SRX) reducing their “anticipated dose sales performance in the EMEA (Europe, the Middle East and Africa) and APAC (Asia Pacific) regions during the second half”. continue…
by David Buckland Posted in Health Care
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Pleasing results for Fisher & Paykel Healthcare
Ben MacNevin
June 1, 2016
Fisher & Paykel Healthcare (ASX: FPH) reported pleasing numbers for FY16, but analysts that solely reference the company’s presentation may under appreciate the company’s earnings potential. continue…
by Ben MacNevin Posted in Health Care
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Get Ready For Another Big Stick, Irrespective Of Which Party Wins
Stuart Jackson
May 20, 2016
APRA released quarterly statistics for the private health insurance industry during the week. While the data showed rising gross margin trends for the insurers as a result of slowing hospital treatment volume growth, there were trends in the premium data that will be concerning for the Government. continue…
by Stuart Jackson Posted in Health Care, Insightful Insights
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Separating the Hospital Data
Ben MacNevin
May 9, 2016
As the population ages more Australians will feed through the hospital system, so to understand how the system may handle this inflow it pays to look at how different age groups are currently treated. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights
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Saving Private Buy-In
Ben MacNevin
April 8, 2016
A proposal was raised last week for the Government to remove the Private Health Insurance rebate and reinvest the funds into public hospitals. While the ongoing inflation of medical claims and insurance premiums is a pressing concern, these actions would likely exacerbate the Government’s future financial commitment. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights
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Crunch Time for Medibank’s Direct Sales Strategy
Stuart Jackson
March 23, 2016
APRA released December quarter data on the health insurance industry last month. This shows that private health insurance penetration fell for the first time in 10 years. While the percentage of Australian residents that had private hospital insurance only fell 0.1 per cent to 47.2 per cent, this will be of great concern to the Government given that falling coverage rates inevitably sees the healthcare burden fall back onto the public system. continue…
by Stuart Jackson Posted in Health Care, Insightful Insights
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Co-Payments 2.0
Ben MacNevin
March 18, 2016
Last week The Australian reported St John of God plans to introduce a co-payment of up to $50 for pathology services in response to the Government’s proposed rebate cut. In attempting to reduce the rate of reimbursement by $1.40 to $3.40 per test, the Government may have inadvertently given the industry power to set prices, and at a much higher level. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights
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Sirtex Medical Limited
David Buckland
March 10, 2016
The half-year to December 2015 saw more records for Sirtex Medical (ASX: SRX). continue…
by David Buckland Posted in Health Care, Insightful Insights
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Testing Times in Pathology
Ben MacNevin
February 25, 2016
Pathology businesses with extensive scale have attractive economics but their value is tempered by the power of a dominant payer. With tension between the Government and the listed Pathology providers set to intensify, we are watching the developments with keen interest. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights
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Looking back on Bellamy’s
Scott Shuttleworth
December 17, 2015
We last commented on Bellamy’s Australia (ASX: BAL) back in September (see here) when the shares were trading at $6-$7. We thought it was expensive back then and with the share price hitting the lofty heights of $12 we can only stand back aghast at the multiples being paid (a 132x multiple of FY15 earnings and almost a 54x multiple of FY16 earnings). continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights
