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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.

FREE BLOG Is internationalisation worth the effort?

Internationalisation is often seen as the badge of success worn by high-flying companies. And yet – of late – we’ve seen a surprising number of companies pulling back from their international commitments to concentrate on their core business.

FREE BLOG Counting the cost of universal health coverage

We find ourselves writing once again about universal health coverage this week, both in Indonesia where it has been introduced to large swathes of the population already, and India, where progress has been made but the initial programme has been delayed at least a month beyond its (now missed) launch date of last Wednesday.

FREE BLOG Efficiency, Quality and Relationships – the three parameters for any for-profit healthcare group

Stripping away M&A and financial things like indebtedness, all for-profit healthcare businesses will succeed or fail based on these three parameters. And all can be measured along them, too. They are: Efficiency creates higher EBITDA and competitiveness. Relationships whether B2B or B2C determine sales levels if you fulfil customer-perceived needs. Relationships are about trust and […]

FREE BLOG Who can successfully build international hospital chains?

A lot people want to be big in hospitals internationally. The latest to enter the market is US operator Steward Health Systems which acquired in Malta in January, is in talks in Croatia and has a strategy of being number one in 7-8 slightly obscure countries. We think the key differentiator is skin in the […]

FREE BLOG Is pilfering patients from the developing world ever okay?

When a healthcare giant with deep pockets says it will enter an emerging market, the cynic's reaction is to see an international referral stream. A non-profit once bemoaned to us that there is much truth in this. But what if it's the only way they'll agree to invest in the first place? And what if the good they do locally far outweighs the patients lost abroad?

FREE BLOG Ukrainian free market “creating opportunities for investment”

Earlier this month, the Ukrainian government set in motion sweeping healthcare reforms that will allow citizens to sign contracts with private providers for the first time. Healthcare Europa speaks to Michael Amsel, CEO of Lissod, a private oncology hospital in the ex-Soviet state, about the investment opportunities this newly-created free market could engender.

FREE BLOG Ramsay bids for Capio: an analysis

As reported last week, Australian giant Ramsay has bid for European hospital group Capio. Here we look at what could be the biggest operator deal in Europe since Fresenius bought Quironsalud two years ago. Does Ramsay's bid really undervalue Capio, will other bidders enter the fray, and could this move lead to a break-up of the company?

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