Welcome to the July headlines!

Of most relevance to IPMI players this last month was the announcement that April Group has been put up for sale again, by CVC. While the price tag shows massive value growth, the decision to exit raises some questions – perhaps, knowing PE, it’s just great timing as broker prices are sky high and no more. Meanwhile, on this theme, we also saw Howden France acquire CRF Conseils, with sources indicating there are more acquisitions to come.

Amazon’s purchase of hybrid primary care provider, One Medical, once again raises the question of whether they will be available to successfully disrupt healthcare supply. Teladoc, despite significant growth, has suffered share price decline along with many (perhaps overvalued) health-tech stocks. And finally, Q2 2022 saw digital health funding drop for the first time in a while although the levels are still high.

Behavioural health continues to see considerable investment both in physical and virtual resources, from United Health, Swiss Life and in several start-ups.
Otherwise, we read with interest an insider’s view on the future of Hong Kong, and of the growth of pharma tourism.

We hope you find these headlines informative, and as always we are keen to receive feedback.