Health Care
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Why you won’t gain much from prostheses price reform
Ben MacNevin
October 28, 2016
The Australian Government has announced it will cut the cost of thousands of medical devices, from pacemakers and lenses to knees and hips. It claims its prostheses price reform will “take pressure off private health insurance premiums”. But looking behind the numbers, it’s hard to get too excited. continue…
by Ben MacNevin Posted in Health Care
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Sirtex goes from strength to strength
Scott Shuttleworth
August 26, 2016
Sirtex Medical (ASX: SRX) has just reported its FY16 results, and they were pleasing on every metric. We recently commented on the firm’s sales growth which the market took the news badly and subsequently the price of the firm’s shares fell. continue…
by Scott Shuttleworth Posted in Health Care
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Resmed produces another solid result
Ben MacNevin
August 5, 2016
ResMed is a business we like. Our positive view of the company was reinforced when ResMed last week released a robust result for the fourth quarter of FY16. Its acquisition of cloud-based health solutions provider, Brightree, could produce an even stronger outlook. continue…
by Ben MacNevin Posted in Companies, Health Care
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Stocks We Like – Healthscope
Ben MacNevin
June 29, 2016
Australia’s population is ageing, yet the public and private hospital systems are growing at very different speeds. Public hospital beds grew by 1 per cent each year between 2010 and 2014, compared to 3 per cent annual growth in the private system. Increasing demand for hospital care will flow to operators that are expanding capacity, which means that major private hospital companies like Healthscope (ASX: HSO) and Ramsay Health Care (ASX: RHC) are well placed to grow earnings over the long term.
continue…by Ben MacNevin Posted in Health Care, Stocks We Like
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Could CSL be worth more than $150 a share?
Scott Shuttleworth
June 3, 2016
CSL Limited (ASX: CSL) is a global developer and manufacturer of plasma-derived therapies for various diseases and disorders. We’ve blogged on CSL previously (see here) and for the most part, the story hasn’t changed. continue…
by Scott Shuttleworth Posted in Companies, Health Care
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WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
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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
