All posts by Dr Derek Jellinek
Senior Analyst
Sectors Covered: Healthcare
By Dr Derek Jellinek
24 April 2020, 4:30 PM
Lab testing volumes appear to be rapidly declining as elective procedures are curtailed and patients put off even routine doctor's visits on the fear of COVID-19.
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By Dr Derek Jellinek
28 October 2019, 11:25 AM
First quarter showed strength across the board, with market beating growth in sleep and respiratory care, underpinned by flow generator connected device solutions and exceptional growth on the back of multiple new mask launches.
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By Dr Derek Jellinek
24 June 2019, 1:46 PM
CSL is transitioning to its own Good Supply Practice (GSP) License in China, enabling them to own and sell products in the domestic Chinese market.
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By Dr Derek Jellinek
12 March 2019, 3:58 PM
1H beat – tracking to plan
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By Dr Derek Jellinek
11 February 2019, 12:03 PM
I discussed the Healthcare sector with the Morgans network ahead of reporting season, including our key stock picks leading into the results.
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By Dr Derek Jellinek
30 January 2019, 9:07 AM
The wheels haven't fallen off
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By Dr Derek Jellinek
08 November 2018, 11:38 AM
We maintain our Add rating.
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By Dr Derek Jellinek
29 October 2018, 11:44 AM
1Q results were above expectations, driven by the fifth straight quarter of double digit sales growth, an expanding product range, stable gross margins and strength in the company's leading connected-care offerings.
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By Dr Derek Jellinek
06 August 2018, 1:17 PM
We continue to forecast improving operating leverage
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By Dr Derek Jellinek
22 June 2018, 2:26 PM
A demand side issue
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