Our community narratives are driven by numbers and valuation.
ResMed keeps growing strongly even as many investors worry that new weight-loss drugs will cut demand for its sleep apnea devices. If those fears fade and the company keeps rolling out new products and software services, the stock could get a fresh look from the market.Read more
Sonic Healthcare runs a huge network of medical testing and imaging services, and the key question is whether recent weakness is just a rough patch rather than a lasting problem. If demand steadies and cost pressures cool, profits could rebound even without rapid sales growth—but debt levels and healthcare payment rules remain important watch‑outs.Read more
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
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’ 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 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
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