SA healthcare shares

Aspen is not the only manufacturer and the drug is cheap 

Thanks Nosh. This is great news for us as two SA companies now will bring money into SA......

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Saad added that Aspen is “well-positioned to go into quick production” of the drug within its South African, Australian and European operations.

Enquiries from all quarters

Asked if the group has already seen a spike in demand, he said Aspen has seen enquiries for the drug “from everywhere”, including the South African government and the WHO.

“Our government has contacted us a couple of times already, wanting to understand the capacity and capabilities we have,” he said. “And, interestingly not just enquiring for South Africa, but for all of Africa, which I was particularly pleased to see … sort of working continentally.”

https://www.moneyweb...vel-since-2018/

Aspen is a market darling, for long term hold... Wait for pull back... Aspen should buy at r130-140....

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Too late to get onto the Aspen train?

 

https://twitter.com/...1974521864?s=20

 

https://twitter.com/...1974521864?s=20

Has always been used for icu patients. Already in public sector protocols, cheap and available. Great news but won't result in any maddive revenue spikes. Lots of generics as well.


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Yes sir.. Dexamethasone. For icu patients ventilated as one of the treatment protocols. Been used in public hospitals with chloroquine since march

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yes, but now there's a stydy proving it saves lives. only drug so far to do that. Also Dr Mkhize and Dept of health came out with a statement late last night, saying they're adopting its use as policy.

Yes sir.. Dexamethasone. For icu patients ventilated as one of the treatment protocols. Been used in public hospitals with chloroquine since march

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https://www.business...h-africa-2020-6

 

https://www.bbc.com/...ial.link1_.auin

everyone was talking about Dexamethasone yesterday

ASPEN

Use of Dexamethasone in the clinical management of patients with COVID-19 requiring respiratory intervention ASPEN PHARMACARE HOLDINGS LIMITED (Incorporated in the Republic of South Africa) (“Aspen Holdings”) Registration number: 1985/002935/06 Share code: APN ISIN: ZAE000066692 LEI: 635400ZYSN1IRD5QWQ94 and its subsidiaries (collectively “Aspen” or “the Group”) USE OF DEXAMETHASONE IN THE TREATMENT OF PATIENTS WITH COVID-19 REQUIRING RESPIRATORY INTERVENTION To ensure the equal distribution of information which may possibly be price sensitive, Aspen has noted the preliminary results of a drug trial using dexamethasone in the treatment of patients with COVID-19 requiring respiratory intervention and the related media coverage. It is confirmed that Aspen owns rights to this product and distributes both injectables and/or tablets containing dexamethasone in a number of countries. Aspen markets an injectable dexamethasone in South Africa, which is manufactured locally by a third party.

 

Interesting provision by discovery, expect this share to come under massive strain in the coming weeks as the wave of corona opens up. The provision may have been understated to prevent market panic........ Expect them to lose 5-10% of their high risk elderly lives under insurance and similar from 30 age group...... Not only affecting claims settlement quantum but also ability to collect premiums.... Underwriting losses to quadruple.... No mention of the impact of retrenchments.....and loss of the payers... Rather than the claimers..... Cross subsidisation model in tatters...... Short this share for three months... Expect with the bank loans.... And some margin calls.... This could be a r15 share
.... Potentially propped up by the institutional investors....

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Hospitals empty..... 60% down..... Wonder will post lockdown recovery be sufficient. As price hedging by medical aids may have locked in cheaper care for covid and banked savings perhaps all balances out in the end...

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Dumped. Discovery and all insurance related shares. Life insurance companies expected to make massive losses as they paying for increase death rates. The massive impact going to wipe out a number of the discovery must be petrified. Suggest get out before this share falls faster than sasol

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Not sure why hospital shares down...these shares should be flying.. All hospitals full, with patients despite no corona in sa... If we get carona can expect significantly higher revenues... Netcare, Life cheap..

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Crazy to see market sentiment and hospital shares not flying... Yet... May be a lag... Must be foreign outflows blocking potential takeoff... Hospitals are full, beds are full, business is up, going to see record revenues in a month...... This is pre winter.... Min reliance on china products and services.... Expect these shares to give good gains..
SA beyyer poaitioned than many other economies... We are self reliant on anumber of fronts... Home production may show an uptick...

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All hospitals are full, crazy... March results for all will definately beat last years by more than 10%...going to be a bumper ride... The pump is on... I have loaded lifecare... Now to get some netcare

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Asc is in dire straits... They looking for desperate acquirer

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ASC looking bad. Wonder how they will repay debt. 

Walkinto the bloem life hospital and hospitals pumping... Similar at mayo flora roodepoort
Love this share, rand hedge and soon to hear about alzheimers research treatment... Pump is on... Or a life long investment... Pun intended...
With fear of carona... Lots of hospital admission.. Negative results equal hospital revenue.. Either way

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