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Business Models and Strategy

 

Brazilian healthcare reform: As easy as “changing a flat tyre on a moving car”

Despite widespread global criticism for his politics, president Jair Bolsonaro has inspired confidence in the private sector. The Brazilian stock market Bovespa reached record highs last week after climbing steadily for the last six months. Why is private healthcare not seeing more benefit, and how does it need to reform? We speak to two experts in Brazilian healthcare to find out more.
January 28, 2019

Aedifica buys stepping stones into Dutch market

Belgium-based REIT Aedifica is expanding its portfolio in the Netherlands with the construction of an elderly care facility in an opco-propco deal with Dutch assisted living operator Stepping Stones. We speak to the chief investment officer at Aedifica about opportunities opening up in Dutch elderly care.
January 28, 2019

Is Citilab in decline?

Russian lab group Citilab, once the second largest player on the market, has apparently seen a drop in revenue over the past three years. HBI investigates.
January 23, 2019

New tech could disrupt dialysis market

We talk to a medtech outfit whose portable peritoneal dialysis device has been granted 'breakthrough' status in the US, and which could disrupt the big players in this market - and a seasoned operator who is less optimistic about the ability of tech like it to encourage higher uptake of peritoneal dialysis, the generally cheaper of the two treatments for end-stage renal disease.
January 17, 2019

Greek nursing homes: Worthwhile investment despite troubled economy?

Despite the parlous state of the Greek economy, we hear bold claims that plucky investors entering the Greek nursing home market may stand to gain big returns on their investments. HBI speaks to the director of international insurance at Athens Medical Group (AMG) and the CEO of Greek long-term dementia care specialist Aktios to find out more.
January 9, 2019

Interview: Steve Grobet, Orpea

Nursing home giant Orpea turns 30 this year, and has a portfolio of 854 facilities and 86,757 beds across 13 different countries. We talk markets and strategy with Steve Grobet, head of Orpea's investor relations.
January 7, 2019

NMC Saudi JV put back, group reiterates earnings guidance

London-listed EMEA healthcare group NMC Health says the final agreement on its joint venture in Saudi Arabia with state-owned investor Hassana will be signed in Q1 2019, which seems contrary to earlier filings saying it would be completed in the current quarter. We talk to CEO Prasanth Manghat about the deal there, the payor climate in neighbouring UAE and the group's strategy more broadly.
December 11, 2018
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