Healthcare Australian Community
Our community narratives are driven by numbers and valuation.
Healthcare Australian Investing Ideas
Sonic Healthcare Is Priced for Yesterday. Its AI Is Built for Tomorrow.
Sonic Healthcare stands as the world’s third-largest medical diagnostics company, operating an extensive network of pathology labs, radiology centers, and primary care medical practices across Australia, the US, Germany, Switzerland, and the UK. Founded in 1987, the company has spent over three decades executing a disciplined acquisition strategy to become a cornerstone of global healthcare infrastructure.Read more
A stock I’m bullish on is Pro Medicus Limited (ASX: PME), an Australian healthcare technology company that develops medical imaging software
What do I think the business will look like in 5 years time, and why? I believe Pro Medicus will still be focused on providing medical imaging software and radiology workflow solutions to large hospitals and healthcare networks.Read more
Pro Medicus: The Market Is Confusing a Lumpy Quarter With a Broken Business
Pro Medicus’ hospital imaging software is becoming the tool radiologists insist on using, and a recent stumble has many investors treating it like the business is slowing for good. The real story is whether new big hospital wins, a move into heart imaging, and more overseas growth can keep momentum going—and what could derail it.Read more
4DMedical will begin to soar with rapid expansion and growth over the next year, (And scale majorly over the next 3 years)
4DMedical is the first non-invasive, contrast free imaging technology for the lung scanning. New CT:VQ lung scanner is the first technology of its kind and is rapidly being adopted by clinics and big name KOL's in America.Read more
Plenty of upside
The quarterly release indiates the company is getting through to profitability and cashflow sustainability. Management team seems to have done a good job across the board – cash, price, volume, renegotiations, cost control, efficiency, etc.Read more
Great Company.... but so expensive!
Pro Medicus wins praise from major hospitals for its medical imaging software and keeps customers on long contracts, helping it grow fast with a strong cash cushion. The catch is that the stock price seems to assume near-perfect execution despite big rivals and heavy reliance on a small set of customers.Read more
