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Four companies riding the healthcare boom

Discussion in 'Shares' started by twisted strategies, 5th Sep, 2019.

  1. twisted strategies

    twisted strategies Well-Known Member

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    Four companies riding the healthcare boom

    ( DYOR )

    i hold CAJ ( Capitol ) i used to hold Primary Health Care notes ( Healius ) but they matured and i used to hold AEF ( but exited in very nice profit , after it became too 'fadish ' )
     
  2. Raiju Smith

    Raiju Smith Member

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    Have you had a look at PKS Holdings?

    Interesting company, I don't think their ripple down auditor adds much value, but the ripple down expert looks quite interesting.

    My main concern is the low revenue they make when they sell through a distribution channel and it looks like this is where they are focusing their growth strategy on. They are looking to also go direct, but partners, from reading between the lines, seems to be their main focus.

    Keen to hear yours and anyone elses thoughts
     
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  3. twisted strategies

    twisted strategies Well-Known Member

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    PKS Holdings Limited (PKS) is an Australian healthcare technology company. It provides a proprietary subscription based Clinical Decision Support system (CDS) called "RippleDown". A CDS is a health information technology system that is designed to provide health professionals with assistance in clinical decision making tasks.PKS works with health organisations around the world to better capture, manage and leverage their human expertise to improve the performance of their business and deliver better patient outcomes. PKS supports health organisation capture critical information in an accurate, consistent and reliable manner, across multiple data sources. By applying clinical expertise to all data in real-time.

    i have a general bias against the healthcare sector but still hold some shares in the sector

    i feel political risk is normally excessive , and selling a software service to such a sector faces several hurdles ( although PME has managed some success despite out-of-this-world valuations )

    i see slow ( financial ) decision-making in potenrial customers a big risk here , watch sales department expenditure .. that can blow out without generating solid contracts .


    'partners ' may or may not be a bad thing , some medical research facilities will collaborate because it is a joint benefit , others might be only self-interested

    PS watch for various trademark and patent costs as they try to protect their intellectual property
     
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  4. Raiju Smith

    Raiju Smith Member

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    Thanks Twisted, some good advice in there
     
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  5. twisted strategies

    twisted strategies Well-Known Member

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    experience is gained from poor outcomes ( i have my bad outcomes as well , but i knew some bad decisions were likely before i started investing )

    maybe you should keep a black book to list disappointing directors as you come across them ( hint )
     
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  6. Raiju Smith

    Raiju Smith Member

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    Thanks twisted, that is an awesome idea
     
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  7. ethereal

    ethereal Member

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    Look into ALCIDION (ALC: ASX)
    They provide hospital software. Their point of difference is that central to their solutions is a constantly updated A.I. platform from global specialists that processes the data from the bolt-ons of the platform. Amongst other benefits is that it "pushes" treatment guidance. Their underlying-everything philosophy is improved patient outcome.
     
  8. Raiju Smith

    Raiju Smith Member

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    Thanks ethereal, I have looked into Alcidion before, very interesting tech and a really good management team. I'm keen to see their presentation at the microcap conference next week
     
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