Health Care and Biotech

Drone potential; Electric vehicles and copper; Bell Potter initiates on OncoSil; Challenges for established insurers; Canaccord Genuity initiates on Think Childcare; bank margins.

The French government has made another reduction to tariffs for private hospitals where Ramsay Health Care operates a sizeable business in Generale de Sante.

Pro Medicus is at the forefront of new medical technology and Moelis initiates coverage on the stock.

Negative speculation on banks; caution prevails in general insurance; AirXpanders opportunity; gaming machine potential in the US; international visitors grow strong.

Sirtex Medical’s salvage therapy for metastatic colorectal cancer should sustain high compound growth and returns, Morgan Stanley contends.

Aveo Group is moving to a pure residential retirement business, recently acquiring Freedom Aged Care. Brokers consider this a fully priced but encouragingly large opportunity.

Brokers analyse statistics on private hospitals and health insurers; are bank funding concerns overdone?; Google discontinues mortgage comparison; Micro Equities initiates on Over the Wire.

Michael Gable of Fairmont Equities suggests reporting season star Cochlear can move a bit higher yet before overstretching.

Changes to car imports; utilities outlook; protheses reforms, grocery wars; BWX results.

Ansell has downgraded its earnings outlook after a weak sales performance in January, resulting in a number of broker ratings downgrades.