News About Business Models and Strategy

 

Teleradiology fails to wow investors despite growth

The share price of Europe's largest teleradiology group by revenue, London-listed UK player Medica, is yet to recover from a post-IPO-boom trough for the last two years despite 15-20% growth and consistently high margins. We talk to new CEO Stuart Quin and an investment banking source about the jitters investors may have about the sector, including AI solutions eating its lunch.

Interview: Carlos Fernández de Araoz, partner and head of senior housing at Azora

Spanish real-estate investor Azora created a listed healthcare investment arm, Adriano Care, this summer. The REIT has just acquired its first assets and plans to invest €250m in Spanish senior residential care. We speak to Azora's head of senior housing, Carlos Fernández de Araoz, about the market, business strategy and future plans for Adriano.

Dentistry: At a tipping point for PE consolidators

Retail healthcare investors who have seen the European veterinary space undergo an eight-year period of rapid practice consolidation by private-equity backed groups are beginning to look at dentistry. Will yesterday's investors in vets tomorrow invest in dentists? HBI chats to Mansfield Advisors to find out more about how dentistry could be at a price tipping point that will favour big consolidators.

IFC invests in triple million fund for sub-saharan Africa

The IFC has invested in the biggest sub-Saharan Africa healthcare investment platform since Abraaj's ill-fated $1bn fund with a view to acquiring and integrating hospitals in east and southern Africa. It's still not that big.

Long-term care underpins strong growth forecast for Dutch healthcare

The total Dutch healthcare services market is forecast to grow from €83bn in 2021 to €98bn in 2025, an increase of over 18%, buoyed by demand for long-term care. The forecast by the Dutch Central Statistics Bureau (CBS) comes at a time when the country's nursing home sector is transitioning to further provision from the for-profit sector.

Medsi launches franchise model to grow clinics

Russian hospital network Medsi, backed by listed investor Sistema Capital, has launched a franchise model to grow its network of clinics. The move could be a way for the group to expand beyond Moscow where most of its business is concentrated.

Law could open up opportunities in German respiratory care

A draft law is being discussed in the German Parliament which could change the way businesses provide oxygen therapy outside of hospital, by moving patients away from homecare ventilation and into specialised nursing homes for respiratory treatment. An investor talks to us about this potential opportunity.

VPS signs high flying deal with Etihad

UAE-based integrated healthcare provider VPS Healthcare has signed a deal with Etihad Airways which will provide its Saudi patients with reduced fares to some of its hospital hubs, in a move designed to further attract medical tourists.

Nordic fertility player partners with Dubai hospital

American Hospital Dubai has entered into a joint venture with Sweden-based Livio, the largest fertility operator in the Nordic region. American Hospital Dubai is a 254-bed, acute care, general medical/surgical private hospital with a multi-specialty physician group practice, designed to provide a high-quality, American standard of healthcare. The deal will see Livio, formerly "IVF Sverige", […]

Interview: Pierre-Emmanuel Bercegeay, CEO, Ouihelp

This week we interview the CEO of French domiciliary care start-up Ouihelp, who is sceptical about patient-facing digital innovation in the sector. His comments come at a time when digital solutions are being widely explored as the key to improving everything from patient engagement, service accessibility and preventive healthcare.

UnitedHealth replaces CEO of Brazilian operations

UnitedHealth Group (UHG), the largest private healthcare company in the world by revenue ($226bn) and owner of Brazilian insurer Amil, has replaced the CEO of its Brazilian operations with an executive from Amil itself. The change coincides with the group's Q3 results.

DomusVi appoints new CEO

Europe's third-largest nursing home group by revenue, DomusVi, has appointed a new CEO with no healthcare services management experience. He is the group's third CEO in the space of a year.

Interview: Abhay Soi, Chairman, Max Healthcare 

An outsider who doesn’t believe in “old answers” and wants to ‘’do things differently’’, Soi, 46, has big plans for the about-to-be-merged Max and Radiant businesses. The large Indian hospital chain is backed by private equity firm KKR-with 12 large and metro-based hospitals and 4 day-care centres, with 2019-20 expected sales of INR 4,200 crores (US$631m), making it second only to Apollo He talks exclusively to HBI about his plans and where he sees growth. 

Four Seasons puts pressure on landlords to reduce rent

Troubled UK nursing home operator Four Seasons failed to pay millions in rent to landlords this month, a deliberate strategy as it renegotiates the leases on some of its care homes. We speak to a market consultant, a landlord, and Four Seasons about this.

Interview: Artem Sirazutdinov, Sistema and Medsi

By any measure, Sistema backed Russian healthcare network Medsi is doing rather well. Its most recent financial reports saw H2 revenue growth of over 40%, and the company continues to grow geographically. HBI caught up with Artem Sirazutdinov, chairman of the Medsi Board of Directors and a managing partner at Sistema, to find out more.

Ameos HY results show competitive growth

German PE-backed psychiatry specialist Ameos has made a number of small acquisitions this year which have contributed to competitive growth rates for the company. Ameos has the largest focus on psychiatry and mental health among German hospital groups, with revenues in the sector at €426m in 2018, over half of total turnover. 

FREE BLOG Why “digital” shouldn’t replace the human touch

Digital enthusiasts are right to be optimistic, but tech solutions are not a panacea. In the Nordics, countries are refining big data and laying the foundations for large-scale preventive healthcare. In France, online companies are tentatively eliminating healthcare silos and in the UK, apps and Skype calls are filling the gap in provision for mental health services. But the hype for digital solutions can lead providers astray.

Interview: Dr Volker Wendel, Sanoptis CEO

How do you build a €100m European ophthalmology group without attracting headlines? HBI speaks to the CEO of the new kid on the block Sanoptis, which has a significant presence now in German and Switzerland, to find out why it has been deliberately operating under the radar – and how it’s managed to quietly build a €100m business in the space of a year.

Notre Dame Intermedica launches insurance for elderly and acquires rival

Brazilian insurer Grupo Notre Dame Intermedica (GNDI, or Intermedica) has launched a cut-price insurance plan for retirees, a move that puts it in competition with São Paulo based provider Prevent Senior. It has also acquired an insurer in the South. We discuss these developments with a local healthcare expert.

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