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Blog of the week

 

FREE BLOG Don’t believe the hype?

Why bother with telehealth? For all the huge sums raised, the high valuations and in some cases the spectacular IPOs, it's actually quite rare for them to make any money. Or latterly, for them to hold their share prices. Teladoc doubled its revenue, and Babylon quadrupled its revenue in 2021 - yet both have seen share prices drop 90% over the last two years. What gives?
December 2, 2022

FREE BLOG Time to get heretical?

This week saw the leaking of minutes from a September meeting of senior NHS Scotland managers in which a serious suggestion was made that the founding principle of free at the point of use care for all be abandoned.
November 25, 2022

FREE BLOG Going somewhere new? Go digital

There's an air of confusion around digitalisation / telehealth. Everyone knows it is important. But as a standalone prospect, it takes time to make a profit. Babylon's stock crash, and Kry's withdrawal from Germany and continuing layoffs do little to dispel digital doom, and many patients insist on a hybrid model of care. But for healthcare companies looking to expand to pastures new, going digital can offer a cheap way to test the water.
November 18, 2022

FREE BLOG How do you know when it’s time to go?

The problem with being the founder (and often also CEO) of a company is that it’s difficult to know if you're doing a good job. Or - even if you are - when it might be the right time to make way for someone with fresh ideas. How do you know when it’s time to step down? And how does it feel when you do?
November 11, 2022

FREE BLOG Not that safe

Back in June, Hedley Goldberg, who heads up health care services at Rothschild, told HBI 2022 attendees that healthcare investors shouldn't be too worried about the macroeconomic outlook. Yes, inflation was higher than it had been in decades. Yes, a recession was undoubtedly on the horizon. But health care services would be resilient and able to pass on cost increases to payors. But now multiple listed groups are reporting net losses for Q3 and many investors are getting cold feet. Is this just a temporary blip or a sign of worst to come?
November 4, 2022

FREE BLOG More bang for the buck could lead to US investor influx

Issues with the plummeting pound – slightly aided by the departure of the UK’s shortest-lived prime minister – and the fall of the euro against the dollar mean it’s a great (cheap) time for our north American cousins to holiday in Europe. But it’s also a great time to buy into healthcare services.
October 21, 2022

FREE BLOG To build or to buy?

To build or to buy? When looking to build trust in the telehealth sector, Amazon decided building its own company with Amazon Care wasn’t worth it. So, it closed Amazon Care and bid on AI/big data player Signify Health instead.
October 14, 2022

FREE BLOG Is private equity becoming uninterested in healthcare services?  

As a sector more resilient than most to recession, it’s no surprise that private equity and others are interested in getting involved in healthcare services. It also gives a great opportunity for a diversified portfolio as healthcare provision covers such a wide base - pharma, medtech, life sciences and services. And yet despite the economic environment and the relative safety and benefits, it seems that private equity may not be as interested as they could be.
September 29, 2022
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