Healthcare, Biotech & Pharmaceuticals

[orangetea]

Recently i noticed a rise in coverage of Healthcare & Pharmaceuticals
And this seems to be the the in-flavour play at the moment

e.g. QT VASCULAR
and Talkmed Group Ltd

With all the hype surrounding cancer, health & pallative care... it looks good as a theme.

But wait... because over in the US, companies that are in the Pharmaceuticals are quite 'hot' as well, e.g. AstraZeneca & Pfizer, Idenix Pharma & Merck (big names and big caps btw)

In the NASDAQ, there are a lot of smaller name companies that are also getting FDA and the promises of being successful, yet the Mar - Apr month we saw Biotech counters fell drastically. http://www.marketwatch.com/investing/ind...tory_Chart

Ok, it is just a general observation, not indepth to the SG Healthcare, Biotech & Pharmaceuticals companies...

The crux is this: SG market is really small, even smaller than NASDAQ's offering.
Unless there is a clear deal that the companies' products can take off, it is more likely to be a pump and dump over here in SG listed market counters.

Just an observation.

[kikababoo]

Recently i noticed a rise in coverage of Healthcare & Pharmaceuticals
And this seems to be the the in-flavour play at the moment

e.g. QT VASCULAR
and Talkmed Group Ltd

With all the hype surrounding cancer, health & pallative care... it looks good as a theme.

But wait... because over in the US, companies that are in the Pharmaceuticals are quite 'hot' as well, e.g. AstraZeneca & Pfizer, Idenix Pharma & Merck (big names and big caps btw)

In the NASDAQ, there are a lot of smaller name companies that are also getting FDA and the promises of being successful, yet the Mar - Apr month we saw Biotech counters fell drastically. http://www.marketwatch.com/investing/ind...tory_Chart

Ok, it is just a general observation, not indepth to the SG Healthcare, Biotech & Pharmaceuticals companies...

The crux is this: SG market is really small, even smaller than NASDAQ's offering.
Unless there is a clear deal that the companies' products can take off, it is more likely to be a pump and dump over here in SG listed market counters.

Just an observation.

anyone has any insights into how to value hospitals clinics? RMG, Q&M and now even talkmed. QT vascular seems abit diff coz its more equipment focus (IIRC). at least on the first glance, my impression of these hospital/clinic businesses are that it's very doctors-driven, meaning if the doctors' tie-up with the company ends, it could impact the value of the firm by quite abit. would appreciate any form of guidance on this.

[horlick97]

Healthcare industry that will have inelastic demand. This is true.
However, in the heathcare businesses, especially the REITs, they can only make normal profits.
The super-normal profits are earned directly as fees by the doctors.