Features

 

Portugal’s hospital market: IPO, reform and intrigue

The growth of PMI makes Portugal an exciting market for hospitals. With the IPO of a major hospital group on the cards, reform looking to change the way public-private partnerships are paid, and political intrigue which rivals Game of Thrones, HBI digs into what’s making the market tick.

The fall of Babylon

Telehealth company Babylon will be merged with digital neurotherapy company MindMaze and taken private by its creditors. HBI catches up with two digital health experts to discuss what happened to Babylon and what the sorry saga means for the market.  

Orpea-tunity in Italian nursing homes?

As French nursing home operator Orpea considers which countries it might exit, sources are speculating that Italy could be on its hitlist. If that happens, opportunities could open up for middle size players to make their mark. HBI speaks to two market experts to find out more.

Eight predictions for for-profit health care in 2023

2022 was a tumultuous year for for-profit health care. The year began with a sense of things returning to a new normal, after the major disruption of the Covid pandemic throughout 2020 and 2021. But then, not even two months in, Russia invaded Ukraine, and this quickly led to an energy and economic crisis throughout Europe. For the first time in decades inflation reached double-digit figures across almost every OECD country and the era of near-zero interest rates came to an abrupt end. The second half of the year saw major worries about a looming recession and a potential debt crisis, rapidly falling investment and M&A deal volumes slowing to almost a standstill.

ESG now ‘essential’ for health care companies

Last month we discussed whether ESG has the ability to transform capitalism, or whether it amounts to little more than a corporate PR exercise. Two people who may be able to help us answer this question in relation to health care specifically are Guyon Stams, director in the healthcare sector team, and Joost van Dun, director of sustainable finance, at Dutch multinational bank ING, both of whom focus on supporting health care clients align their ESG strategies with their financing. Stams tells us ESG has become an ‘essential’ consideration for health care companies. 

$3bn Imaging AI sector will re-shape industry after watershed 2019/20

Imaging AI solutions which can read images just as well as radiologists are now demonstrably effective medical products that will revolutionise the medical imaging industry forever. $1.5bn in VC funding has been ploughed into companies developing solutions whose tech promises to transform diagnosis and improve operational efficiency. We talk to seven of them who've commercialised products in 2019/20, operators using them, and look at the sector in detail in this long-read feature.

Europe’s orthopaedic implant industry being transformed by innovation, regulation, and price pressure

As healthcare becomes ever more personalised it’s impacting specialised markets, such as orthopaedics. This piece, authored by Alina Trabattoni, Dr Kristoffer Kenta, and Dr Leonid Shapiro of  health and social care consultancy Candesic, reviews how things are evolving in this pan-EU market after speaking to implant manufacturers, surgeons and patients, and reviewing clinical and patient recorded outcomes.

Analysis: which listed care providers are recovering best?

Why are listed Nordic care providers' share prices seeing a faster recovery than other European counter parts? And how has each operator weathered the storm? HBI takes a deep dive into the financials to deliver an exclusive analysis as providers prepare their Q3 results.

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