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HEALTHCARE News & Analysis

Overvalued ASX pharma play hits FDA speedbump
Stocks
Overvalued ASX pharma play hits FDA speedbump
We think a delay rather than an outright rejection for this company’s product is the likelier outcome, but the shares still look expensive.
Shane Ponraj, CFA | 29 April 2025
ASX healthcare leader continues to prove the doubters wrong
Stocks
ASX healthcare leader continues to prove the doubters wrong
Niche play with more growth potential than many investors give it credit for.
Shane Ponraj, CFA | 28 April 2025
Are BioPharma companies the next big tariffs victim?
Stocks
Are BioPharma companies the next big tariffs victim?
We assume that pharmaceutical tariffs will be enacted. While this could bring short-term margin pressure, we have not changed our valuations.
Karen Andersen, CFA | 14 April 2025
Is CSL undervalued after earnings season wobble?
Stocks
Is CSL undervalued after earnings season wobble?
The ASX's biggest healthcare name saw its shares fall after reporting first-half results.
Shane Ponraj, CFA | 12 February 2025
Megatrend investing: ASX players to capitalise on an ageing population
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Megatrend investing: ASX players to capitalise on an ageing population
Find out how you can benefit from global megatrends. 
Simonelle Mody | 09 December 2024
Ask the analyst: Why have Healius shares struggled so much?
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Ask the analyst: Why have Healius shares struggled so much?
Shares in Australia's second biggest pathology operator have floundered in recent years. Shane Ponraj thinks better days could be ahead.
Joseph Taylor | 27 November 2024
The ASX healthcare player soaring to all-time highs
Stocks
The ASX healthcare player soaring to all-time highs
The steep market reaction comes after a recent announcement by the ACCC.
Simonelle Mody | 03 October 2024
CSL results: ASX 200 giant announces solid earnings but shares fall
Stocks
CSL results: ASX 200 giant announces solid earnings but shares fall
CSL's Behring division shone but markets were left underwhelmed by the company's guidance for 2025.
Joseph Taylor | 21 August 2024
Strong results from undervalued ASX healthcare company
Stocks
Strong results from undervalued ASX healthcare company
Shares are up 25% year to date but still screen as undervalued.
Shane Ponraj, CFA | 04 August 2024
Undervalued ASX healthcare name
Stocks
Undervalued ASX healthcare name
The shares are trading at a 27% discount to our fair value.
Shane Ponraj, CFA | 07 July 2024