The next round of the French election is just two weeks off, and unexpectedly the race between Marine Le Pen and incumbent Emmanuel Macron is closer than many predicted. HBI asks, what would a Le Pen government mean for for-profit healthcare?
The UK has just passed a new law that stands to shake up the procurement of healthcare services. The for-profit sector has hoped it could drive more patients to their businesses, especially against ballooning waiting lists and winter pressure, but experts tell HBI there's little chance it will increase outsourcing.
Romania's public hospitals are overrun with COVID patients. The 3,400+ beds owned by the private sector aren't being used for infected patients but instead as an 'overflow' for the otherwise ill. HBI speaks to the CEO of Regina Maria, who says visits to its ER are up 25% and looks at the results of rival Medlife, where revenue is up 57% in the first nine months.
The share price of global lab group Eurofins is down 18% since a high at the end of September. Is it all an overreaction? A raised revenue guidance - but not EBITDA - points to falling margins for the group.
Earlier this year elderly care providers in Czechia had been looking to a new public-private partnership in Brno as a model for future agreements. However, HBI hears that the project is already slowing and the market is instead looking to alternative models. HBI speaks to David Volny, CEE-focussed partner at PE firm Dynacor Capital, to find out more.
Law and Justice, (PIS) the governing party in Poland has had a problematic relationship with private health care. After all it was PIS that ran TV adverts showing a dystopian future in which ambulances were shown refusing uninsured patients. And PIS which confiscated inbound PPE for private operators switching it to the NHS. So is surprising to hear a major operator lauding PIS as a good partner.
Much of EMEA has shifted away from short three-year outsourcing contracts for imaging services. The UK, however, is lagging behind as its 3+2 year procurement laws are deterring the private sector from making major investments.
There are three levels to digitalisation for healthcare providers: the foundation is clinical information systems, the middle is customer patient journey and the top is using data to understand it all. Elsan, Humanitas and Schoen Klinik talked at HBI 2021 about whether to buy or build these capabilities.
Sophie Boissard, the CEO of pan-European elderly care group Korian, does not want to take the group into a multiplicity of markets, she told delegates at HBI 2021. The stance is in contrast to Bupa and Helios, who are building asset-light digital touchpoints to reach more global customers.