Daily Brief Health Care: Hogy Medical, Dr Agarwal’s Health Care Ltd, TransMedics Group , Sichuan Biokin Pharmaceutical Co Ltd, Enhabit , IDEXX Laboratories and more

• Hogy Medical (3593 JP) reported flat sales of ¥30B in 9MFY25. Sales of surgical kit products rose 3.2%, to ¥20B, of which Premium Kit sales climbed 7.8%, to ¥13.2B.
• Higher costs dented operating margin by 40 bps while net profit rose 5% YoY to ¥2.7B due to an extraordinary gain from sale of investment.
• The company reiterated guidance for FY25 of a rise in sales of 5% to ¥40.9B, with profits also witnessing double digit growth.

• Dr Agarwal’s Health Care Ltd (8140044Z IN) is looking to raise about US$480m in its upcoming India IPO.
• Dr Agarwal’s Health Care is a healthcare/hospital chain in India providing eyecare services, including surgeries; consultations, diagnoses, non-surgical treatments; and sells opticals, contact lens, accessories and eyecare related pharmaceutical products.
• In this note, we talk about the company’s historical performance.

• TMDX is a high-growth med-tech company specializing in organ transplant therapy
• Despite expensive traditional valuation metrics, TMDX offers a compelling investment opportunity
• Company recently became GAAP profitable and free cash flow positive, indicating a bright future ahead

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Sichuan Biokin is looking at a A-H listing and is looking to raise up to USD 500 million. 
• In this note we look at the company’s fundamentals briefly including its heavyweight product BL-B01D1. We also examine its deal with BMS.
• The stock has performed well on Shanghai STAR board since its A share listing. 

• EHAB is undervalued at 6x FCFE
• EHAB can increase profitability by focusing on Medicare Advantage plans and fee-for-service patients
• Home health and hospice industry is growing, making EHAB an attractive investment with potential for consolidation in the sector

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Like most good comedy bit, it is funny probably because there is an element of truth to it. As a society, we are increasingly humanizing our pets.

• When we look at our pets, we increasingly don’t just consider them our mere properties, rather we sense a much deeper bond to a sentient beings.

• Former Petco CEO Ron Coughlin provided some numbers to contextualize society’s growing sense of devotion to our pets:

  “Pet parents don’t want to be called pet owners. Seventy-seven percent say they want to be called pet parents, and 60 percent say they love spoiling their pets.”