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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. 
December 15, 2023

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?
December 8, 2023

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.
December 8, 2023

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.
November 30, 2023

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?
November 24, 2023

Interview: Ty Greenhalgh, Healthcare Industry Principal at Medigate by Claroty

Hospitals have thousands of electronic devices - devices which increasingly are all connected to one another on one big network. The number of devices is so vast that most hospitals have very limited knowledge about what all of them are and what they are all doing at any given time. Ty Greenhalgh, healthcare industry principal for Cybersecurity firm Claroty’s Medigate platform for health care operators, explains to HBI why this is such a big problem, from both a cost management and a cybersecurity perspective, and how technology can help.
November 24, 2023
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