These are strange times. Two of the largest players in Europe are likely to IPO before the end of 2020. Meanwhile, advisers expect secondary sales to other funds run by the same PE house to account for up to half all sales.
Healthcare business opportunities are global. Sadly, as COVID has made all too apparent, risks can be global too. Next week, HBI has arranged an all-star virtual line-up to discuss the state of the regions, a three day event covering everywhere from CEE to China.
The use of telehealth peaked with the pandemic and is now tailing off across most of Europe. Most of the medical profession got stuck using 'primitive telehealth' like Skype so didn't see its full productivity potential. Austria has neglected the market providers and started to build its own - and there's a very strong argument for others to follow suit.
This is an auspicious time for the medicalised homecare sector, albeit for a tragic reason. Providers of drugs, medical equipment such as oxygen, and healthcare services to the patient's home see a COVID-fuelled boost in demand over the next few years.
The solution to Africa's healthcare problems - cruelly highlighted by the COVID-19 pandemic - lie not just in improving its healthcare infrastructure, but on improving the continent's financial independence, and weaning it off its outside relationship. You can't easily have strong healthcare and a bad economy.
Running a university hospital was recently described as a 'dream' of one hospital-owning billionaire in Europe. But the available data shows most such ventures in Europe are loss-making. So are they little more than a trophy asset for entrepreneurs - or a worthy attempt to give something back to the community for little to no (financial) reward?
This week Finland's competition authority has opposed CVC-backed Mehilainen's proposed takeover of Pihlajalinna saying that the group would hold at least a third of the private market. With so much consolidation, coupled with the effective end of SOTE reforms, we're unlikely to see any more private equity deals go down in the sector.
Each week, we bring you our take on what's happening in the world of healthcare services. This week, we're going to allow ourselves to be a little self-indulgent. We know a global healthcare services network is a compelling prospect - because we asked what you wanted and you told us. And now we've built it.