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FREE BLOG The Saudi dichotomy: opportunity or risk?

When you talk to anyone about the MENA healthcare market, it’s very hard to steer the conversation away from Saudi Arabia. It’s awash with potential – but is the Khashoggi case having the cooling effect some in the region feared?

FREE BLOG Graph of the week: predicting private equity exits

This week we gather the timelines of recent PE investments into one graph. From here, you can see where PE has recently exited and when it might do so in the future. Please go full screen to interact with the timeline. We’ve included all healthcare companies that have revenues around and above €300m across Europe […]

FREE BLOG Will wellness genetics disrupt healthcare?

Swab your saliva, or extract some blood, and send it off in the post. In a few weeks, you can have a report suggesting what exercises you should do, how much coffee to drink, and your risk of developing metastatic breast cancer. There's a new wave of lifestyle/wellness/preventative health tests being sold B2B and B2C across the world. Could wellness genetics disrupt the market?

FREE BLOG Graph of the week: the 2019 telemedicine market

HBI predicts the size of the 2019 tele-primary care market this week. It will be an important year for telemedicine as we see the results of the new reimbursement scheme in France and relaxed legislation in Germany and Russia. Yet, Sweden and Switzerland look set to remain Europe's largest markets as established providers KRY and Medgate continuously provide a greater percentage of primary care.  

FREE BLOG Mapping the internationalisation of healthcare in 2018: what does it show?

We map out 2018's international expansion - and retreat - by healthcare operators in one infographic. It reveals clear trends, like; which regions are the most attractive, where sluggish growth is forcing expansion abroad and which sectors are internationalising fastest. But many big players have also cut their losses in foreign markets this year, so was it, on balance, a positive year for proponents of international diversification?

FREE BLOG Providers must reward patients for releasing their data

Patients are notoriously protective over their health data, particularly where large tech firms are involved. That's because, up to now, few have encouraged them to release this data with financial rewards. Data, we hear, is the black oil of the healthcare industry and cryptocurrency could be the carrot that patients need.

FREE BLOG Private sector can set example to the public

The private sector likes to brag about how it can introduce superior quality to emerging market health systems so it's refreshing to have this confirmed by those without an interest. Especially in a country where the price paid to private operators has been called into question.

FREE BLOG Is Google’s new healthcare guru searching for EHRs?

Google has a new man to lead its healthcare ventures, with experience in integrated care systems, electronic health records and genetics. At the same time, the US-tech giant has finally moved its UK-based healthcare data algorithm mining company over to its US HQ. Coincidence? We think not.

FREE BLOG Why Brazil is following in America’s footsteps

Donald Trump isn't the only president on the other side of the Atlantic to turn a nation's political landscape on its head. Brazil's new populist president, Jair Bolsonaro, shocked pundits the world over by bagging the presidency - and showed the world he can be as vitriolic as his US counterpart, too. But the business world likes him.

FREE BLOG Will integrated care be a happy by-product of telehealth?

Integrated care remains an enigma across most of Europe despite the best (expensive) efforts of some - the UK's NHS infamously abandoned IT system cost £10bn alone (€11.5bn) in 2013. With the increasing adoption of telehealth, could this be about to change?

FREE BLOG Best IT prospects are the most boring

The media (including us) have all gone nuts about AI and all manner of digital health apps. But the real tech opportunities in health care are in boring stuff. There are dozens of healthcare tech companies which have raised over $50m and yet whose revenue piddles along at $1-2m a year. The hope, of course, is […]

FREE BLOG Will Khashoggi case fallout affect the Saudi healthcare market?

The CEOs of Siemens, Uber, Japan’s biggest bank and the US Treasury secretary pulled out of a conference in Saudi Arabia which started yesterday, in light of journalist Jamal Khashoggi’s death. Might this dampen international appetite for taking part in crown prince Mohammed Bin Salman’s healthcare reform process? Turkish president Erdogan yesterday branded the killing […]

FREE BLOG Aleris – too much to handle?

Ambea has bought a really mixed bag of assets in purchasing Aleris’ care division. And Aleris extraordinary service mix and very low margins is a lesson in the need to focus. Aleris’s care division covers everything from addiction clinics and day centres through to childcare, elderly care, adult care, psychiatry and even refugee centres. Given […]

FREE BLOG Here is why there are so few international chains in health care services

There are six main reasons why there are so few truly international players, outside of dialysis. You first have to recognise that health care services are far more complex than manufacturing, and by far the most complex service industry. It, therefore, reflects local cultures and politics in a way which a car manufacturing plant simply doesn't.

FREE BLOG The “no arseholes” rule

There was an interesting discussion at a London forum on how investors and the CEOs of operators best worked together and whether physicians made good bosses. Dr Tony Romero, the CEO of London-based Cygnet Health Care, said that, when he was vetting private investors for his last investment, he decided to not necessarily go with […]

FREE BLOG The healthtech bubble

Silicon Valley cognoscenti guesstimate that around $80bn has been invested so far in 29,000 health tech companies across AI, consumer wellness and digital health. We hear that the four leading health tech companies are worth maybe $20bn, with the next 27 valued at over $10bn. That leaves a long tail of 28,969 companies. We think […]

FREE BLOG The real news is why we are not where we might be in three years time

It is easy to write about new developments in telehealth and clever innovative ways of delivering care. But the real news is where we are now in health care services. And that isn’t so good. Talking to a big Pan-European pharmacy chain I was told that escripts do not exist in Germany or France. So […]

FREE BLOG Insurers between rock and hard place

The threat of Amazon, Ali Baba and Alphabet was uppermost in the minds of healthcare insurers at Uniglobal 10th Global Health Insurance Conference.  Their response is to build partnerships, particularly in telehealth and wellness apps.

FREE BLOG The secret of Israeli healthcare

It is ironic that conferences on best practice in healthcare are dominated by Americans – the people who have the world’s most dysfunctional healthcare system. Israel and Taiwan are much better bets. So how do they do it?

FREE BLOG The secret of Israeli healthcare

It is ironic that conferences on best practice in healthcare are dominated by Americans – the people who have the world’s most dysfunctional healthcare system. Israel and Taiwan are much better bets. So how do they do it?

FREE BLOG M&A is set to go Pan-Latam

There are relatively few Pan-Latam operators of any scale. The big exception is the integrated healthcare management organisations being built by UnitedHealth which is now the largest hospital operator in Brazil and Chile with positions in another half dozen countries. We think that is about to change.

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