Business Models and Strategy

 

New weight loss drugs to create $100bn+ private health care market

New highly effective weight loss drugs could create a market worth more than $100bn in annual revenue by 2030. Whilst the majority of this value will be captured by the pharma industry, HBI hears there will be a significant role for specialised clinical providers who can deliver these medicines alongside behavioural and lifestyle changes. 

Orpea’s Refoundation Plan – one year on

One year ago Laurent Guillot, the new CEO of French nursing home operator Orpea, presented ‘ORPEA CHANGE! WITH YOU AND FOR YOU’ to shareholders. After a turbulent time, HBI speaks to two market experts asking - is the recovery plan on track?

Fresenius bans bonuses and ditches dividend for energy payout

Healthcare conglomerate Fresenius has suspended dividends and bonuses for the management board as a result of legislation which gives it €300m in energy price relief. The conglomerate has stated it will “examine” legal options as it believes the law is “unconstitutional”. HBI speaks to two expert sources to find out more.

Interview: Audrey Tsang, Co-CEO, Clue

Women’s health offers a huge opportunity for investors, with conditions like endometriosis underserved. What business models can help support this? Audrey Tsang is co-CEO at women's health app company Clue. She talks to HBI about how she thinks the gender health gap might be closed.

NHS struggling to fund outsourcing needs

HBI hears financial pressure on the UK NHS is making it increasingly difficult to outsource to the private sector – but with waiting lists worse than expected, there are still opportunities for for-profit operators. Who is most likely to take advantage?

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