Health Care and Biotech

CSL has acquired the flu vaccine business of Novartis but brokers warn investors will need to put up with near-term earnings dilution, and not all are convinced in the merit.

Michael Gable of Fairmont Equities suggests Ramsay Healthcare is technically set to push to new highs.

ResMed has signalled an upturn in volume and sales growth is now likely as new products are being launched and US Medicare ripples are being ironed out.

Ebola implications; too many Aust pathology centres; market correction implications; efficiency gains not sustainable; banks, developers and regulatory changes.

Michael Gable of Fairmont Equities notes recent consolidation for Sirtex Medical suggests another leg upside ahead in the bullish trend.

Inflation bodes well for Oz supermarkets; GP operators undervalued; housing recovery continues; steel outlook moderating; general insurer outlook benign; and Murray Inquiry looms.

Brokers are keenly anticipating the results of Sirtex Medical’s study on colorectal cancer treatment which, if successful, could trigger upside for the stock.

The Chartist reports is setting itself to break up from its current range to potentially a new all-time high.

Primary Health Care has bought insurer Transport Health and brokers are unsure of the reasoning behind the move.

CSL’s competitor, Baxter, has received US FDA approval for HyQvia and brokers assess the impact on CSL’s rival product, Hizentra.