Health Care
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Medibank Warms Up For The Big Dances in 2016
Stuart Jackson
July 16, 2015
On 2 July 2015, Medibank Private (ASX:MPL) announced that it will end its contract with Calvary Health Care from the end of August. This followed a number of press articles discussing the issue being released in prior weeks.
Medibank is refusing to pay for any patient readmissions within 28 days of a procedure, except in the case of chronic heart failure, chronic obstructive pulmonary disease, cancer and palliative care. continue…
by Stuart Jackson Posted in Companies, Health Care, Insightful Insights.
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Sirtex Update – Part 2
Russell Muldoon
July 13, 2015
The last time we provided an update on Sirtex Medical Limited (ASX: SRX), we signed off our note on the release of their Preliminary SIRFLOX Study Result as follows:
“We have held the view that a clear benefit exists when SIR-Spheres Microspheres (SIRT) – Sirtex’s core medical device – is used for the treatment of inoperable liver cancers, over the current standard of care modalities (chemotherapy), and all that today’s announcement tells us is that it does.”
That was clearly a contrarian view at the time. Shares of Sirtex where facing some pretty aggressive selling from other investors, who either did not agree with us, or simply did not understand what was being presented to them and the likely impact on the businesses future prospects. continue…
by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.
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Unhealthy Expectations
Russell Muldoon
June 5, 2015
As the share market has surged in recent years, many private businesses have conducted Initial Public Offerings (IPOs). We are always sceptical when a business comes to market in search of capital to fund a buyout of current shareholders, particularly if the seller is Private Equity. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights.
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No bundles of joy
Scott Shuttleworth
June 3, 2015
You may recall that almost a year ago now we commented briefly on our decision regarding the Monash Group Limited (ASX: MVF) IPO in relation to odd trading behaviour we had seen at that time. continue…
by Scott Shuttleworth Posted in Health Care, Insightful Insights.
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Losing Heart
Ben MacNevin
May 15, 2015
Resmed (ASX: RMD) has released the preliminary results of the Serve-HF trail for patients with Chronic Heart Failures. The trial identified an increased risk of cardiovascular mortality for patients that received ventilation therapy. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Sirtex: SIRFLOX Study Abstract Released by ASCO
David Buckland
May 14, 2015
Sirtex Medical Limited’s (ASX: SRX) SIRFLOX Study of 530 patients revealed median progression-free survival (PFS) in the liver of 20.5 months, an improvement of 7.9 months over the current standard chemotherapy plus Avastin. continue…
by David Buckland Posted in Health Care, Insightful Insights.
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How healthy is Medibank Private?
Ben MacNevin
May 11, 2015
Medibank Private (ASX: MPL) presented at the Macquarie Conference for the first time as a public company. Is the company doing enough to maintain a position in both funds? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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What Does The Future Hold For Healthcare?
Ben MacNevin
March 20, 2015
Having met with a CEO of a leading hospital in the United Kingdom, we were encouraged by the attitude of officials towards reforming their health care system. But what about the condition of health care in Australia? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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SIRTEX UPDATE
Roger Montgomery's Team
March 17, 2015
Executive Summary
At 28 February 2015, Sirtex (ASX: SRX) represented a circa 6.5 per cent position across Montgomery Funds. After close analysis of Roche’s Kadcyla life cycle – something we reported to The Montgomery [Private] Fund investors in their February 2015 Performance Report – the Montgomery Investment Committee took steps to protect investor capital. In the first two weeks of March 2015, Montgomery cut its investors’ exposure to Sirtex by approximately 35 per cent at an average price of $35.50. After detailed analysis and discussion with various experts, Montgomery re-entered the market today repurchasing those shares it sold at less than half the price at which they were sold. continue…
by Roger Montgomery's Team Posted in Health Care.
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Checking Up on Private Health Insurance
Ben MacNevin
March 3, 2015
The Minister for Health has released the premium rate approvals for the Private Health Funds, which will come into effect from 1 April 2015. So what does it mean for our investment with Medibank Private (ASX: MPL)? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
