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Business Models and Strategy

 

Sustainable weight loss “needs behavioural change” — Lisa Tookey, CheqUp

GLP-1 weight loss drugs are now widely used in the UK, with around 2.5 million people taking them. The market has grown fast, raising questions about how safely these medications are prescribed and how much support patients receive. NHS access is still limited and varies depending on where you live. As a result, many people are choosing to go private. 

Hesley Group seeks to move on from troubled past with 60 new adult homes

UK for-profit specialist care provider Hesley Group is attempting to chart a new course and move on from its troubled past with plans for 60 new adult care homes to be built by 2030. The Yorkshire-based operator was hit with a major abuse scandal and police investigation in 2022, and then bought by Blandford Capital, a UK private equity firm that helps companies through ‘special situations’, in 2023.

Interview: Andrew Neville, Inflexion

Inflexion is a European mid-market private equity firm that invests in multiple healthcare sub sectors — medical devices, outsourced pharma services, specialty pharma products and animal health. In a conversation with HBI, Andrew Neville, Partner, explained what Inflexion is looking for in the businesses it invests in, and offers case studies of two companies currently in its portfolio.

Interview: Ranjan Singh, CEO and Co-founder, HealthHero

HealthHero is the largest telehealth provider in Europe. In the few years since being founded in 2019, it has managed to consistently grow its revenue at over 30% per annum and achieve a dominant position in four key European markets — the UK, France, Germany and Ireland, in a period when many other players trying to scale in this space have gone bust.

Ribera Salud enters Poland

Spanish hospital group Ribera Salud has entered the Polish market. It has bought a small imaging and outpatient chain in Warsaw called Multi Med.

Is the profit motive at odds with impact investing goals in emerging market healthcare?

Last week Bloomberg accused US private equity firm TPG of putting profit before the interest of patients in various emerging market hospitals it has invested in. We spoke to TPG to get their response to the specific accusations made against them. We also spoke to others operating in Africa about whether there is, at a more general level, a tension between seeking profit whilst simultaneously seeking to achieve impact investing goals in emerging market healthcare. 

Lusíadas Saúde rolls out co-governance model in Portugal where doctors can become shareholders

Lusíadas Saúde, Portugal’s third-largest private hospital group and part of the French hospital group Vivalto Santé, is introducing ‘Terceira Via’ (‘Third Way’), a co-governance model that allows doctors and dental surgeons to be shareholders and participate in shaping the group’s strategic direction. Currently being implemented, the initiative is open to doctors across Lusíadas hospitals and its HeyDoc dental clinic network, offering clinicians the opportunity to engage directly in the organisation’s future.

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