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Business Models and Strategy

 

Interview: Mark Chapman, International CEO, Life Healthcare

What are South African hospital group Life Healthcare's plans for its international division, mainly comprised of pan-European imaging operator Alliance Medical? In a long and wide-ranging discussion, Chapman talks about expansion in South Africa and one to two new countries, 'winners and losers' in the imaging AI market, tariff pressure across Europe and what the first new potential drug therapy for Alzheimer's in 18 years means for its PET-CT business.
March 24, 2021

UK assisted living sector expansion fuelled by sales – not rental

The for-profit assisted living sector is expanding rapidly in the UK, but unlike on the continent, the majority of this expansion will be through property sales rather than rentals. HBI speaks to Michael Voges, from the Associated Retirement Community Operators (ARCO), to find out more about why this approach differs from mainland Europe.
March 11, 2021

Why Ireland is attracting the attention of big nursing home groups

Ireland is a relatively small market, with a population of just five million, and aging demographics behind most of continental Europe. Despite this, it is attracting the interest of large nursing home groups and property funds. HBI talks to two market experts about the appeal of the Irish nursing home sector and how it will develop in the future.
March 11, 2021

Interview: Dr Juan Abarca Cidon, president, HM Hospitales

We talk to Dr Abarca Cidon, part of the controlling family and current president of Spain's third-largest for-profit hospital group HM Hospitales with nearly €500m in sales. He talks strategy, Covid, and rumours of selling a stake in the company.
March 4, 2021

Cofinimmo expands in Normandy

Cofinimmo has acquired five new healthcare sites in Normandy for approximately €44m further extending its French portfolio. The Belgian-based real estate company's new assets comprise four nursing and care homes, one of which is currently under construction, and one assisted-living facility.
February 18, 2021

Atrys CFO on recent M&A and pan-European radiotherapy plans

Spain-listed diagnostics and radiotherapy group Atrys Health's CFO talks HBI through the strategic rationale of its spate of recent acquisitions including a €550m merger with another listed group, after we questioned the diversity of deal-making it is pursuing. He says it is looking at acquiring radiotherapy centres in Europe outside Iberia. 
February 17, 2021

UHCG faces tough call in Brazil

Amy Shaw, the incoming CEO of UnitedHealthcare Global (UHCG), the world's largest owner of for-profit hospitals in emerging markets, faces tough choices. UHCG, the international arm of US insurer UnitedHealth, has a colossal headache in Brazil, by far its largest market. For instance, reports suggest UHCG may have to pay R$1bn to shift its personal policy portfolio in a deal which has already been sweetened by the addition of several hospitals. There is speculation that, like Cigna in the 1990s, which wrote off some US$500m on medical plan Golden Cross, that UnitedHealth may decide to exit Brazil completely. A full pull-out looks unlikely, but the full year 2020 results to be announced on Wednesday, January 20 may well see big write-offs. 
January 15, 2021

Korian enters long-term real estate partnership

France-based pan-European Care group Korian has entered into a 15-year-partnership with BNP Paribas Cardif and EDF Invest, creating a real estate vehicle with Korian at the helm.
January 14, 2021
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