Healthcare South Korean Community
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Healthcare South Korean Investing Ideas
DuChemBio absorbs Radio DNS Labs as Novartis injects 140B KRW into Korean RLT. With 100%+ OCF/EBITDA, the 6-mo lag is a de-risked steal.
DuChemBio already supplies most of South Korea’s Alzheimer’s PET scans, and a big push to build out nuclear medicine treatment capacity could pull the company into a much larger role. The catch is that these projects take time to show up in results, so the key question is whether delays, hospital buildouts, or isotope supply issues derail the upside.Read more
Why Calling Classys Korea's #2 Aesthetic Player Is a Massive Mispricing
Classys looks like more than a one-hit beauty device company, because many clinics keep buying its refill parts after they install a machine. With a wider lineup of treatment technologies and a business that already sells strongly overseas, the story hinges on whether the market is underestimating how durable that demand can be.Read more
