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The Euro Exchange Rate Bubble Has Burst – And It’s Bloody

by Editor on October 22, 2008 in China Manufacturing, Distribution Opportunities, Editorial, Home Healthcare, Investors

European home healthcare companies have been very aggressive and ahead of the outsourcing curve in terms of Asian sourcing. This has been born, not only as a result of optimizing their bottom lines, but out of necessity as European government pressures on reimbursement (especially in Germany) have increased dramatically. Here is an example of the [...]

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Resmed – First Linde Then CNBC And Jim Cramer

by Frank Barlin on July 2, 2008 in Editorial, Healthcare Marketing, Home Healthcare, Investors

You will recall two days ago the market noise that Resmed was about to be picked up by German Linde. We blogged about it here. Now CNBC’s Jim Cramer talked about them benefiting from the potential reversal or low impact of competitive bidding. (I don’t think competitive bidding will be substantially reversed just to be [...]

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Would a Linde Acquisition Of Resmed Make Sense?

by Frank Barlin on June 30, 2008 in Editorial, Healthcare Marketing, Home Healthcare, Investors

(Update below) Or perhaps, why has it taken so long. The homecare market has several business segments, ranging from care services to ambulatory home dialysis, lower value home patient aids, wheelchairs as well as higher margin and faster growing segments like respiratory and diabetic care. One of these segments is sleep therapy. Sleep apnea is [...]

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Why Invest In Homecare? – Revisited – Blackstone Bids For Apria

by Frank Barlin on June 20, 2008 in Editorial, Home Healthcare, Investors

Blackstone group has bid a 33% premium to take homecare services and distribution company Apria private. The Blackstone investment is $920 million which is big in the homecare industry although relatively modest in Blackstone terms. All this despite the homecare industry cries of Medicare foul over the what is clearly the biggest pressure on pricing [...]

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Permobil Acquires Lifestand France

by Frank Barlin on June 1, 2008 in All, Editorial, Healthcare Marketing, Home Healthcare, Investors

This acquisition comes as no surprise and fits not only with the Permobil value added product line but establishes a larger footprint in the French market – a market so far largely shunned by other large Nordic players like Etac and Handicare. This represents another investment for Nordic Capital, relatively new owner of Permobil. It [...]

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