HBI Spotlight

 

Fresenius looking to split off Helios and merge it with competitor

Germany-based multinational healthcare group Fresenius SE is reportedly leaning towards splitting off hospital branch Fresenius Helios and merging it with a competitor hospital chain in order to grow the business and increase its profitability. A spokesperson for the group tells us any such deal would involve Fresenius SE staying on as majority shareholder.

Twenty things we learned at HBI 2022

HBI 2022, the year's largest CxO-level for-profit healthcare services conference, took place in central London this week. The conference stages and the floor were awash with interesting ideas, staggering statistics, suggestions for building a better business and the buzz of new friendships being formed. As always, there were new things to learn. Here are twenty of our top take aways from this year's event.

Spain to ban health care outsourcing

The leftist Spanish government has put forward a draft bill to increase the ‘equity, universality and cohesion’ of its NHS system, which includes a decree to limit the use of the private sector. The bill has to pass parliament before it becomes law. The Spanish Private Health Alliance has said it could fight the law in the courts if necessary.

Mediclinic rejects £3.4bn takeover bid from consortium led by largest shareholder

Multinational South African hospital group Mediclinic has rejected a proposal for a possible cash offer of £3.4bn for the company’s entire share capital. The proposal came from a consortium comprising Mediclinic’s current largest shareholder, South African investment holding firm Remgro, and Mediterranean Shipping Company (MSC), the world’s second largest container shipping provider.

NHS primary care dissatisfaction hits record high, pushing patients private

Increasing numbers of patients are choosing to pay for primary care in the UK, driven by record levels of dissatisfaction with NHS primary care. Patients appear to be especially frustrated about access - and a lack of GPs in Germany and France is also creating problems. HBI chats with primary care operators to find out more.

Orpea share price plummet could make it a bigger takeover target

French elderly care group Orpea saw its shares fall to a new low on Wednesday after new accusations regarding its financial structure, alleging irregularities, were made against the company. The current share price of around €24 makes the company ever more likely to be subject to a takeover bid. Orpea says those "likely to be involved in these frauds" were "immediately" removed - and points out the allegations do not relate to patient care.

Exponential revenue growth fails to restore investor confidence in Babylon and Teladoc

Babylon and Teladoc, two of the world’s largest telehealth providers, have grown exponentially over the past few years, with Teladoc doubling its revenue and Babylon quadrupling its revenue in 2021. Q1 results show a continuation of this trend. Yet both group’s share prices have fallen around 90% over the past two years. We explore whether the market is right to be betting against these two expanding giants.

Dutch government looks to pull funding from nursing homes

Dutch elderly care is seeing a very definite government-backed shift away from nursing homes and towards care at home, with increasing reluctance for the public purse to pay for the 'hotel' component of care. HBI speaks to advisor Rune Aresvik from Vardetun, who has just completed a detailed review of the sector, to find out if this is a problem or an opportunity

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