sector coverage
Health Care research
Health Care coverage collects dated research on business quality, return drivers, balance-sheet resilience, and what the market is paying for.
6 editions linked in this hub.
Coverage
- 5 Aug 2026Neuren's DAYBUE pop prices a royalty upgrade before Japan answersNeuren Pharmaceuticals (ASX:NEU) jumped after DAYBUE sales upgraded royalties; we test whether the rally outruns pipeline proof.
- 29 July 2026CSL's Horizon 2 rally prices yield optionality before trials beginCSL (ASX:CSL) jumped after its Horizon 2 plasma update. We test whether yield upside can offset the later trial clock.
- 13 July 2026ResMed's sleep-apnoea selloff tests whether GLP-1 fear can outweigh device evidenceResMed (ASX:RMD) fell 4.7% as sleep-apnoea sentiment weakened. We test whether device demand still supports the valuation.
- 10 July 2026Mesoblast's Ryoncil pop prices a launch before cash discipline is provenMesoblast (ASX:MSB) jumped on Ryoncil revenue. The question is whether the first US$115m year changes the cash-burn valuation math.
- 29 June 2026Neuren's European Daybue jump puts one-drug royalties ahead of the pipelineNeuren (ASX:NEU) jumped after Daybue won an EU approval positive opinion; the question is how much royalty duration the tape just capitalised.
- 24 June 2026Pro Medicus's contract wins are real; its 160-times multiple is the wagerPro Medicus (ASX:PME) keeps winning marquee US imaging contracts, but a ~160x multiple is the real wager. We test whether 20%+ growth can outrun the valuation.