Health Care
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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
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Aetna and the Value-Based Care Transition
George Hadjia
November 27, 2015
Much has been said about the troubled state of the U.S. healthcare system, whether it be about the perverse incentives that reward the volume of services provided rather than quality patient outcomes, inexorable medical cost inflation, or even anecdotal accounts of those in need of care being turned away. continue…
by George Hadjia Posted in Health Care, Insightful Insights
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Health Insurance – Will the market get nervous sitting in the waiting room?
Stuart Jackson
November 23, 2015
The Federal Government is currently conducting a number of reviews into the healthcare industry. These include the Reform of the Federation White Paper, the Private Health Insurance Review, the Primary Health Care Advisory Group, and the Medicare Benefits Schedule Review. You might have seen recent media stories about an online government survey that the public can take to provide feedback on a range of issues and options for private health insurance reform. continue…
by Stuart Jackson Posted in Health Care, Insightful Insights, Insurance
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What can we learn from the Sirtex AGM?
Russell Muldoon
October 29, 2015
Earlier this week Sirtex (ASX: SRX) held its AGM and below we have noted some of the business’ highlights for 2015 and their expectations for the year ahead based on recent trading.
by Russell Muldoon Posted in Health Care, Insightful Insights
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The Healthcare Dilemma
George Hadjia
October 20, 2015
In 2013, the U.S. spent a whopping 17.4 per cent of GDP on healthcare, more than any other high-income country. The magnitude of U.S. health expenditure is a highly-public, highly-politicised issue, yet few can elucidate why U.S. health spend diverges dramatically from other high-income nations. It is worth trying to understand the cause of this difference and whether any opportunities are created for firms that assist in reducing U.S. health expenditure. continue…
by George Hadjia Posted in Health Care, Insightful Insights
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Four Corners – Wasted
Ben MacNevin
September 30, 2015
This week’s Video Insight coincides with a comprehensive story by the ABC’s Four Corners on the opportunities for effective cost management in Australia’s Health Care System. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights
