The healthcare sector has been very strong this year, and here we touch on eight players within it. There have also been a couple of laggards in that space too, and they are the IVF players. So we've been sitting with neutral recommendations on the space the last two years.... Show More

Mayne Pharma has come under a fair bit of selling pressure following further investigations into price fixing for some of their generic drugs. The company reported that impact on their earnings would be minimal and the share price recovered a little bit on the back of that, but at one... Show More

Sirtex is still trading 33% below its level prior to last week’s trading update. Issues such as competition, reimbursement, complex work-up, short sales cycle, and the first admission that SIRFLOX survival data is needed to drive front-line use were cited as causes for the weakness. While these issues are nothing... Show More

Increased 1Q variability in Hospital volumes/case mix has seen HSO warn of soft divisional revenue growth and flat divisional growth if the trend continues through FY17. Negative publicity around affordability and consumer confidence were cited as the main cause of weakness, with October looking likely to improve and no fundamental... Show More

The Australian dollar (AUD) has rallied c7% against the US dollar since the start of 2016 on a combination of uncertainty about global growth and US Federal Reserve’s about-face on targeted interest rate rises amid lower growth and inflation, helping to support the currencies of commodity-exporting nations such as Australia.... Show More

Blackmores results are in, and it’s a huge jump in profit, up 160% to $48m. Despite the strong result, the shares were sold off slightly as the market was expecting the profit surge. The result couldn’t be faulted, with sales up 65%. Sales directly to China have been strong, now... Show More

Sonic 1H16 results were in line with our expectations, with solid underlying earnings growth driven by ex-Australia ops, somewhat overcoming well-flagged government policies that negatively impacted domestic businesses. Importantly, strong organic laboratory growth, profit enhancements across the domestic front, and gains from recent acquisitions and FX tailwinds, reiterate the outlook... Show More

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