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Business Models and Strategy

 

Consolidation opportunity in post-Covid Dutch labs sector

The Netherlands' diagnostic labs sector is being held back by low tariffs, which are resulting in low margins meaning there is little incentive to invest in the sector. HBI speaks to an operator who thinks as Covid support wanes, we may see a lot of consolidation.

Synlab still benefiting from Covid testing windfall

Europe’s largest lab group Synlab earned €618m from Covid testing in the first half of 2022. This was a 30% drop from H1 2021, but higher than what it had initially forecasted for the period. Revenue from underlying, non-Covid activity was strong, at 7.2%, helped by several bolt-on acquisitions.

Amazon buys primary care network for 6x revenue

Amazon surprised markets by buying the loss-making One Medical US primary care chain for $18 a share, a 43% premium. In 2021 One Medical grew revenue by 64% to $623m, on which it lost $243.5m.

HBI 2022: Who will win the Subscription War?

Subscription health models were a popular conversation and "subscription" a bit of a buzzword at HBI2022. A panel of experts looked at how three different companies are making these models work.

HBI 2022: Panel sees a rosy future for ophthalmology

Ophthalmology continues to be a big area of investor interest, with considerable scope for consolidation in both healthcare services and also medical devices. As governments in the UK, Finland and parts of Eastern Europe in particular continue to increase outsourcing, the potential to unlock additional private pay services is increasing, and upselling of more complex lenses is on the rise. An expert panel convened at HBI 2022 to discuss the opportunities and challenges in the post-pandemic landscape.

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