Health Care
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The magic of being publically listed
Scott Shuttleworth
October 27, 2014
We’ve been looking into the Medibank Private IPO (apologies readers, I won’t be giving out any hints as to our intentions) and noted a small but quite interesting detail. As the firm lists, its management will be receiving a generous increase in their pay packets. continue…
by Scott Shuttleworth Posted in Health Care, Insurance.
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Sirtex: An education
Russell Muldoon
October 24, 2014
I recently came across this excellent animated educational video produced by Sirtex Medical US, showing how their core medical device, SIR-Spheres, are delivered to inoperable tumours in the liver. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights, Value.able.
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Checking up on: Ramsay Health Care
Ben MacNevin
October 23, 2014
Managing hospitals is a tough gig. The Government and private health insurers exert considerable influence in setting the price for each procedure, which means that hospital operators must have a complete focus on limiting costs in order to maximise earnings. Ramsay Health Care Ltd (ASX: RHC) has excelled in this environment, but we wonder if further margin expansion is possible? continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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CSL plans for expansion
Ben MacNevin
October 10, 2014
CSL has announced a $450 million investment to expand its global production capacity. continue…
by Ben MacNevin Posted in Companies, Health Care, Insightful Insights, Value.able.
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Sirtex: Best practice
Russell Muldoon
October 3, 2014
Longer-term followers of the blog would by now be aware that Sirtex Medical Ltd (ASX: SRX) is one of the largest positions in our funds. continue…
by Russell Muldoon Posted in Health Care, Insightful Insights.
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INTEREST RATES, THE BEST IT GETS. IT’S TIME TO DEPLOY CASH
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Making Sense of ResMed’s New Platform
Ben MacNevin
August 22, 2014
ResMed Inc (ASX: RMD) has launched its new flow generator platform, the AirSense 10, and first impressions are positive. continue…
by Ben MacNevin Posted in Health Care, Insightful Insights.
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Stocks to watch
Russell Muldoon
August 14, 2014
We’ll take a break from The Screen series for a few weeks, as our focus shifts to full-year company results and outlook statements. And while it’s still early days, a few businesses have already caught our attention. Below follow our notes on two of them. continue…
by Russell Muldoon Posted in Companies, Consumer discretionary, Health Care, Insightful Insights.
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Sirtex Medical – a step change from 2015?
David Buckland
August 6, 2014
At the recent American Society of Clinical Oncology (ASCO) Annual Meeting, Dr Andrew Kennedy was interviewed on his thoughts regarding the application of Sirtex Medical’s SIR-Spheres microspheres. continue…
by David Buckland Posted in Health Care, Insightful Insights.
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US Healthcare Spending
Ben MacNevin
August 1, 2014
The US Congressional Budget Office (CBO) provides analysis on economic and budgetary decisions, and it’s just materially revised downward its growth projections for US federal healthcare spending. continue…
by Ben MacNevin Posted in Economics, Health Care, Insightful Insights.
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Forty consecutive quarters of growth
Russell Muldoon
July 7, 2014
It’s a rare feat indeed for businesses to grow consecutively year-on-year for a decade, and just a handful of companies will ever achieve such a milestone. So when you own a company that has just notched up its fortieth consecutive quarter of growth, you know you have something special. continue…
by Russell Muldoon Posted in Companies, Health Care, Insightful Insights.
