Update 20 April 2021

I hope that you have had a nice weekend and have enjoyed the nice weather. In this update we cover:

  • Mediq reports new financing. Has the sales process been stopped?
  • Dutch healthcare organizations expect positive results for 2020. What will be the situation in 2021?
  • New model for financing of mental healthcare defined. What will be effect on commercial providers?

Update 6 April 2021

I hope that you have had a nice Easter weekend. Here in the Netherlands the weekend  has been cold and wet (even with some snow) but hopefully you have had nice weather. In this update we cover:

  • High level of PE-driven transactions lately. What will be the next PE-owned company to be sold?
  • Orpea makes an acquisition in the mental healthcare sector. Are further acquisitions in the pipeline?
  • A hospital to be privatized. Will private hospitals be successful this time?
  • Number of commercial specialized clinics expected to double in the next five years. Where will the growth come from?
  • More real-estate investments required in the healthcare sector. How will this be financed?

Update 23 March 2021

In my previous update I said that it felt like spring. Since then, the weather has turned again, and we have had a cold spell these last few weeks. However, the days are getting longer and hopefully spring (and a vaccinated population)  is just around the corner. In this update we cover:

  • Dutch elections. What are the consequences for the healthcare sector?
  • Process related to Bergman Clinics finalized. What can we expect?
  • Ongoing sales process for Ceban. Another private equity investment in the Dutch healthcare sector?

Update 23 FEbruary 2021

After a week of winter, we have now arrived in spring with temperatures almost reaching 20C in the weekend. The previous weekend everybody was ice-skating this last weekend everybody was in t-shirts on their bikes enjoying the sun. Despite the strange weather conditions there is still interesting news from the Dutch healthcare sector:

  • Dutch healthcare sector facing range of staffing-related issues. What can the elderly care sector learn from hospitals?
  • Yet another Dutch healthcare organized moves to innovative financing solutions. What will be the role of banks in the future?
  • Another court case related to low tariffs. Will this case be successful?

Update 9 February 2021

Last weekend we actually had a snowstorm and this week really feels like winter (even here in the Netherlands). In this update news about two interesting companies in the e-health space and an initial view on possible cost savings in the Dutch nursing home sector:

  • Major Dutch bank invests in e-health company. What are the reasons for an increased focus on the Dutch market?
  • Current owner of Bergman Clinics heads up new venture to digitize general practitioners. What are their plans?
  • Large benchmarking exercise in nursing home sector by Dutch government. What are initial conclusions?

Update 26 January 2021

January has gone fast. Last week we even had snow here in the Netherlands. It did not last long and might very well be the only snow we will see this season. In the meanwhile, there have been several new developments in the Dutch healthcare sector. In this update we cover:

  • Low tariffs lead to exodus from social care domain. How can this be countered?
  • Specialized clinics agree collective salary agreement with union. What are consequences for profitability?
  • Consolidation in pathology / diagnostics sector. Will the trend continue?

Update 12 January 2021

I hope that you have all had a good transition to 2021. We all hope that 2021 will; be a better year than 2020, but the shocking happenings in Washington last week and the explosive growth bin COVID-19 infections in many countries has not been a good start. Let us hope that the ongoing vaccination programs will quickly get up to speed and allow us to move back to a “new normal”.

In the meanwhile, there have been several new developments in the Dutch healthcare sector. In this update we cover:

  • Apax France to acquire Mentaal Beter. Will investors look at other Dutch mental care operators?
  • Process related to Mediq is in the end phase. Who will be the new owner?
  • Largest Dutch provider of disabled care with innovative financing program. Will other organizations follow?
  • New report from insurance companies highlights need for large investments. Where will the financing come from?
  • Bergman continues growth in Dutch market. What is happening to the sales process?

Update 15 December 2020

The daily number of reported COVID infections here in the Netherlands has been increasing during the last few weeks and as of today the Netherlands is in lockdown for the next five weeks. Christmas this year will be celebrated in small gatherings.

For this update we cover:

  • Second corona wave leads to lower capacity utilization in Dutch nursing homes. What will be the financial consequences?
  • Mediq up for sale. What is the current situation?
  • Profits up in the mental healthcare sector in 2019. What will happen in 2020?

Update 1 December 2020

The number of COVID infections here in the Netherlands are still bouncing up and down and it does not look like we will have a fast and structured decline in time to enable less restrictions for Christmas. Bad news for those of us looking forward to the celebrations but even more reason to look forward to the vaccines.

For this update we cover:

  • Specialty clinics stay open in the second COVID wave. Good news for Bergman Clinics?
  • Strong growth in 2019 revenues in the disabled sector but profits are flat. What will happen in 2020?
  • Changes to be made to the financing of youth care. Bad news for Mentaal Beter?
  • Traditional operator loses court case for “fair tariffs”

Update 10 November 2020

Here in the Netherlands it appears that the measures taken a few weeks ago are starting to work. Number of COVID infections are down as are the number of people in the hospitals and in intensive care units with corona. Hopefully, the trend will continue. We should be very happy about the news from Pfizer and hopefully the corona-situation will improve in your country as well.

For this update we cover:

  • Mental healthcare operator puts in place “patient stop” for patients from major healthcare insurance company. What are the effects of complicated contracting processes on the valuation of acquisition targets?
  • Study suggests that additional controls on dividend payments from healthcare companies will have negative effects. Good news for investors?
  • Courts disallow general reductions in tariffs for non-contracted operators What will be effects on innovation and investments?

Update 20 October 2020

Here in the Netherlands we are now in a “lock-down” similar to the one we had before the summer. Not as strict as in many other countries, but restaurants and cafes are closed and there are restrictions on the size of groups for events. Hospitals are starting to fill up again, so, hopefully, the restrictions will help. Even with corona dominating the headlines there is still other news regarding the Dutch healthcare sector. For this update we cover:

  • Investors found for Sanquin Plasma Products. How will the governance work?
  • Insurance companies suggest steps to build 25.000 nursing home beds by 2025. Good news for the sector?
  • Large traditional healthcare organization to be split up. Who will be next?
  • Insurance companies will continue to support healthcare sector in 2021. Who else will step up?

Update 6 October 2020

The mornings and evenings are getting darker and there is only bad news regarding the resurgent spread of COVID-19. Luckily, there are still interesting things happening in the Dutch healthcare sector. For this update we cover:

  • Leading commercial mental healthcare provider with innovative financing. Will others follow?
  • Dutch chain rebrands clinics under one name. Is it following in the footsteps of Bergman?
  • Specialist in organ transplantations sold. Are there other hi-tech pearls at Dutch universities?
  • Leading maternity care company saved from bankruptcy (again). Will it survive this time around?

Update 22 September 2020

Here in the Netherlands we are enjoying an Indian Summer. Wonderful sunny days, but with a fresh feel. Quite nice after a long hot summer. For this update we cover:

  • Bergman (finally) makes acquisition in Germany. Will the sales process also start up again?
  • Specialized home nursing operators does not accept new clients from a major insurance company. Why is this happening?
  • Different views regarding how banks see Dutch healthcare providers post-corona. Who is right?
  • In our snapshot we give an overview of ExperTcare, a provider of specialized homecare for children and adults

Update 1 September 2020

Officially summer is now over. I hope that you have all enjoyed it and are fully prepared for the opportunities and challenges of autumn. For this update we cover:

  • Commercial mental healthcare provider signs multi-year contract with major health insurance company. Is this good news for ongoing M&A activities?
  • Strong growth in nursing home capacity is required, but municipalities and laws make growth difficult. How can this be changed?
  • Revenues up but profitability decreases for Dutch elderly care sector. How is he sector positioned for 2020?
  • Banks prepared to finance investments in nursing homes but worries about cross subsidies between housing and healthcare activities. Are operators building sufficient reserves for upcoming investments?

Update 6 August 2020

After a wet and relatively cool July summer seems to have finally arrived in August. Summer is relatively quiet but there is always some news. For this update we cover:

  • Decline in healthcare real estate investments. Will investments return to earlier levels?
  • ODG stops sale of home-care business. Will it look for a new buyer?
  • Middin stops with elderly care. Will other traditional operators also review their portfolios?
  • In our snapshot we give a review of Mentaal Beter, a national provider of outpatient mental healthcare
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