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Healthcare Australian Investing Ideas
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Pro Medicus
RO
Robbo
Community Contributor
Great Company.... but so expensive!
Pro Medicus (ASX: PME) is an Australian company that develops medical imaging software under its Visage product range. Leading medical institutions including NYU Langone, UCSF, and Mass General Brigham have publicly or semi-publicly praised the platform—often via PME-issued press releases or interviews.
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AU$133.68
FV
134.4% overvalued
intrinsic discount
-9.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
18 days ago
author updated this narrative
Monash IVF Group
BI
Bigchase
Community Contributor
Smallcap takeover in niche industry
Monash IVF ( ASX: MVF ) Monash IVF Group Limited is a leading provider of assisted reproductive services in Australia and Malaysia. With over 50 years of experience, the company has been instrumental in pioneering fertility treatments, including achieving Australia's first IVF birth and the world's first pregnancy from a frozen embryo.
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AU$1.08
FV
37.0% undervalued
intrinsic discount
6.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
9 months ago
author updated this narrative
Cochlear
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Aging Population Will Spur Cochlear Implant Adoption Worldwide
Key Takeaways Market leadership is reinforced by innovative products, premium pricing, and ongoing R&D, ensuring product differentiation and sustainable margins in both developed and emerging markets. Demographic trends and greater awareness of hearing loss are expanding the addressable market, driving long-term growth through increased interventions and recurring revenue from upgrades and services.
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AU$305.38
FV
4.0% undervalued
intrinsic discount
10.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
Updated
narrative
Ansell
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Healthcare And PPE Demand Will Unlock New Markets
Key Takeaways Strong demand in PPE, new product innovation, and global expansion support sustained revenue and earnings growth for Ansell. Automation, efficiency improvements, and sustainability initiatives are expected to drive margin expansion and higher long-term cash flow.
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AU$35.15
FV
3.4% undervalued
intrinsic discount
4.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
Updated
narrative
Paragon Care
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Asia Pacific Expansion And Healthcare Diversification Will Drive Future Success
Key Takeaways Expansion into high-growth Asia-Pacific markets and targeting demographic-driven healthcare demand are expected to drive sustainable long-term revenue and margin growth. Acquisitions integration, investment in higher-margin areas, and improved cost structures are set to enhance profitability and operational efficiency.
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AU$0.48
FV
35.1% undervalued
intrinsic discount
5.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
Australian Clinical Labs
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Novel Genetic Tests And Digital Tools Will Capture Aging Demand
Key Takeaways Expansion of high-margin genetic tests and innovative automation positions the company for outsized revenue and earnings growth ahead of market expectations. Monetizing previously unfunded test volumes and disciplined portfolio management will drive strong cash generation and safeguard long-term profitability.
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AU$4.73
FV
45.3% undervalued
intrinsic discount
5.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
9 days ago
author updated this narrative
Nanosonics
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Rising Global Aging And Regulatory Demands Will Accelerate Automated Disinfection
Key Takeaways Accelerated adoption, regulatory shifts, and digital innovations could drive recurring revenue and margin growth far ahead of current analyst expectations. Strategic manufacturing integration and potential acquisitions may rapidly expand market reach, cost advantages, and diversification within infection prevention.
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AU$6.18
FV
32.7% undervalued
intrinsic discount
13.80%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
9 days ago
author updated this narrative
Nova Eye Medical
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Aging Populations And MIGS Advances Will Expand Ophthalmic Markets
Key Takeaways Strong adoption and product preference position Nova Eye for accelerating revenue growth, exceptional margin expansion, and higher long-term earnings beyond current expectations. Emerging drug delivery, large global patient pool, and innovation funding underpin future revenue diversification, recurring income, and a durable competitive advantage.
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AU$0.5
FV
67.0% undervalued
intrinsic discount
30.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
9 days ago
author updated this narrative
Ramsay Health Care
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Advances And Aging Demographics Will Fuel Healthcare Expansion
Key Takeaways Rapid operational improvements, data-driven management, and digital innovation are positioning Ramsay for significant margin expansion and industry-leading efficiency over the medium term. Strategic partnerships, targeted capital allocation, and focus on high-acuity markets are set to drive sustained, above-trend revenue and profit growth.
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AU$47.94
FV
31.2% undervalued
intrinsic discount
6.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
9 days ago
author updated this narrative