GE HealthCare | GEHCGE Healthcare aka GEHC is a renowned global medical technology, pharmaceutical diagnostics, and digital solutions company that aims to revolutionize healthcare by eliminating limits. With a diverse portfolio of innovative products, services, and solutions, GEHC empowers healthcare professionals to make informed decisions quickly and improve patient care across the entire healthcare continuum. This article delves into the key aspects of GE Healthcare, including its business segments, macro trends driving growth, management incentives, financial performance, competitors, and valuation.
GE Healthcare operates in four business segments: Imaging, Ultrasound, Patient Care Solutions, and Pharmaceutical Diagnostics. These segments cater to healthcare providers and researchers worldwide, offering a wide range of products and solutions that enhance clinical decision-making and patient outcomes. The company's revenue streams come from the sale of medical devices, consumable products, services, and digital solutions. By focusing on customer-driven innovation, industry-leading service capabilities, and integrated digital solutions, GEHC continually improves the performance, quality, and customer experience of its offerings.
GE Healthcare benefits from several macro trends that are shaping the healthcare industry. The growing adoption of precision health, fueled by advancements in genomics, personalized medicine, and targeted therapies, presents opportunities for GEHC to develop tailored solutions. The global precision medicine market is projected to reach $278.3 billion by 2027, with a CAGR of 10.5%. Additionally, the market for genomic testing is expected to reach $30.9 billion by 2027, growing at a CAGR of 14.7%.
The digitization of healthcare through AI and machine learning enables the analysis of vast amounts of patient data for more accurate diagnoses and treatment decisions. The global healthcare artificial intelligence market is predicted to reach $31.3 billion by 2025, growing at a CAGR of 41.5%. Furthermore, increasing demand for healthcare services driven by demographic trends and improving access to healthcare in emerging markets further support GEHC's growth trajectory. With personalized medicine estimated to have a market value of $3,168.0 billion by 2027, GEHC is well positioned to leverage these trends and provide innovative solutions to meet the evolving needs of the healthcare industry (Sources: Grand View Research, Fortune Business Insights, Allied Market Research, MarketsandMarkets).
GEHC CEO, Peter J. Arduini, has improved incentives in place to drive the company's performance. With an amended offer letter, Arduini's base salary increased to $1,250,000, accompanied by an annual target bonus of 150% of his base salary and an annual long-term incentive grant target of $11,875,000 starting in 2023. These incentives provide a strong motivation for Arduini to lead GEHC's growth and success, enhancing shareholder value.
In 2022, GEHC reported total revenue of $18.34 billion, representing a favorable increase compared to the previous year. Although the profitability declined in the final quarter, the company's operating cash flow and adjusted EBIT margin showed positive trends. GEHC guided organic revenue growth of 5% to 7% for 2023, along with higher adjusted EBIT margin and EPS ranges. The company's commitment to achieving a free cash flow conversion target of 85% or more further reinforces its positive financial outlook.
GEHC faces competition from prominent players in the medical technology industry, including Philips Healthcare, Draeger, Mindray, Masimo, and Baxter. In specific segments, GEHC competes with Siemens Healthineers, Canon, Fujifilm, Carestream, Hologic, and other companies. Despite competition, GEHC's comprehensive product portfolio, customer-focused approach, and commitment to innovation position it well in the market.
GE Healthcare stands out from its competitors in the healthcare sector due to its robust portfolio of cutting-edge products and data-driven solutions. The company's commitment to innovation and advanced technologies enables it to offer unique offerings that address the evolving needs of the industry.
One key area where GEHC excels is precision health. Leveraging advancements in genomics, personalized medicine, and targeted therapies, GEHC develops tailored solutions that provide precise and effective treatments for patients. For example, its innovative imaging technologies, such as magnetic resonance imaging (MRI) and computed tomography (CT), enable high-resolution visualization of anatomical structures, aiding in the accurate diagnosis and monitoring of various medical conditions.
Moreover, GEHC is at the forefront of the digital revolution in healthcare. By harnessing the power of artificial intelligence (AI) and machine learning, GEHC's products analyze vast amounts of patient data to deliver more accurate diagnoses and treatment decisions. For instance, its AI-powered imaging software can detect and analyze anomalies in medical images, helping clinicians detect diseases at an early stage and enhance treatment outcomes. This data-driven approach not only improves patient care but also increases operational efficiency in healthcare facilities.
GEHC's commitment to delivering innovative solutions is further reflected in its diverse product offerings. The company provides a wide range of medical devices, including ultrasound systems, patient monitors, anesthesia machines, and diagnostic imaging equipment. These products are designed to meet the unique needs of healthcare providers and patients, empowering clinicians to make informed decisions and improving patient outcomes.
Based on a valuation analysis using trading multiples of similar companies, GEHC's value is estimated to range from $55 billion to $81 billion. Taking the midpoint of this range, the company's estimated enterprise value (EV) is $64 billion, suggesting a potential stock price of $125. This valuation indicates a significant upside potential of at least 66% within 18 to 24 months from the current price. With its strong market position, growth opportunities, and commitment to advancing healthcare, GEHC presents an attractive investment prospect.
GE Healthcare is a leading global medical technology and digital solutions company with a clear mission to transform healthcare. With its diverse portfolio of products, services, and solutions, GEHC is well-positioned to capitalize on the growing demand for precision health, digitization, and improved access to healthcare. The company's financial performance, management incentives, and competitive landscape further support its growth potential. Considering the estimated valuation, GE Healthcare's stock price has the potential to increase significantly in the next 1.5 to 2 years, offering investors an opportunity for substantial returns.
Healthcare
UPDATE: Life Health Care exceeded our targets big timeLife Health Care was presenting a simple Head and Shoulders with a usual drop for a short.
The price started off well then went to the entry.
Wake up and not only did it go past R15.96 target...
The market opened aty R10.80 exceeding our expectations and profits. It's these trades that we absolutely love and can't help but get excited when things go extraordinary to our favour.
Now there is a W Formation and the price has broken up. So looking at a Medium Probability setup, we can expect the price to head to R14.29.
PILL 3x Leverage Medical/ Pharma ETF for swing LONGAMEX:PILL
On the 4H Chart, current market price is sitting on the support
of order blocks and the EMA200, while in an uptend from
a double bottom in the sprint. It is moving into the high volume
area of the voluxme profile. For the swing trade, the stop loss is
$0.10 below the EMA200 while the targets are marked
based on a combination of the horizontal resistances of
prior swing pivots along with sell order blocks and
the structure of the volume profile. Accordingly, this
trade risks $0.60 for about $ 4 to $ 5 of upside making for
an excellent swing setup especially since healthcare, medical
and pharmacueticals are known to be recession resilient and
ETFs are inherently diversified making leveraging a risk probably
worth taking.
In 3 Months every month end 10 % for 90 Days Say What? Have lookAchyut Healthcare Ltd is a pharmaceutical trading company that was established in 1996 and is based in Ahmedabad, Gujarat. The company trades in pharmaceutical products, medical devices, and APIs. It manufactures tablets, capsules, oral liquids, and injectables, and also customizes products for domestic and international markets.
looking for 59 price in upcoming days of 90 in ACHYUT FROM TODAY 9 APRIL 24 CMP 44.70
MAIL US FOR MORE
XLV is in tight equilibrium; will break soonAMEX:XLV has formed a five-week equilibrium. The price contraction is already quite tight, indicating that this equilibrium could break very soon. The context is highly bullish: the XLV price is on a weekly uptrend, and the broader market is also showing strong performance. The odds are in favor of an upside breakout.
On the chart, there is an example of a possible trade. Please note that while I’m not a fan of diagonal levels, I’ve drawn the triangle solely to illustrate the idea of equilibrium
Disclaimer
I don't give trading or investing advice, just sharing my thoughts.
UNITED HEALTH Time to buy again?Last time we looked into United Health (UNH) we gave a strong buy signal (October 03 2023, see chart below), which turned out to be very successful:
After getting rejected on Resistance 3, the stock started to decline structurally within a Channel Down. It is a pattern similar to the Channel Down of November 2022 - March 2023, which was again formed after UNH got rejected within the 2-year Resistance Zone, like it happened this time.
There is a high symmetry these past 2 years within the Resistance and Support Zones, so we expect the price to act accordingly. As a result, having already formed a 1D Death Cross, we expect the price to make one last Low towards the Support Zone (as long as the 1D MA50 holds as Resistance) and then rebound, which is what took place on March 10 2023, above the 0.618 Fibonacci retracement level.
As a result, we will time our buy accordingly and target $517.00 (Fib 0.618). An additional buy signal would be if the 1W RSI makes a Double Bottom, similar again to March 10 2023.
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CERUS Long idea on watchPositive news on phase 3 trials.
Possible US food & drug admin application next year 2025
8.5 times the usual 20 daily volume average.
Red to green reversal.
This all points towards likely higher prices. If their application next year gets approved expect a monster move. Investors will likely try to front run this.
ELI LILLY Going to $1050 but after a 1D MA50 correction.Eli Lilly (LLY) has basically turned sideways since the February 16 High. The dominant pattern is a Channel Up since the March 07 2023 Low and can be divided into 3 Bullish Waves that delivered rallies between +45% and +52%. Every time the price hit the 1D MA50 (blue trend-line), it was a buy opportunity.
The 1D RSI in particular has a Buy Zone, which coincided with all those dip buy opportunities within the Channel Up. As a result, since the stock has already completed a +45% rise from the October 31 2023 Low, we do expect a pull-back to start soon towards the RSI Buy Zone, but only after it rises a little again and forms a Lower High on the RSI, which would be consistent with the previous top formation on the Channel Up.
In any case, at any point the RSI hits its Buy Zone, we will position ourselves with a long and aim for a new +45% rise. Rough target from the current projection is $1050. Notice how efficiently the peak and bottom formations are caught by the Sine Waves. A very symmetric pattern for the long-term indeed.
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Dr Lal Pathlabs Ltd can it double in one year?Dr Lal Pathlabs one of the largest players of healthcare industry in India has a beaten down stock price currently. It is approximately 53.29% down from it's lifetime high. There is not a single reason for such stock price. The company is posting good results and is consistently showing profits. But the stock is highly undervalued. It is a good time to buy it as the current levels make it a precious deal to make.
Hope you like my analysis.
Please do your own study before investing.
Do like and follow and share among your family and friends.
Thank you.
The Healthcare Sector Index $XLV - Worth Watching SPDR Select Sector Fund – Healthcare Index AMEX:XLV
The chart speaks for itself, we have our breakout levels and our break down levels. We enter on a breakout and set a stop 5% under that support and we exit and or short if we fall under the two underside support levels.
Below I outline some reasons why the healthcare sector is worth paying attention too.
The healthcare industry is worth $808 billion in the United States as of 2021. 65% of the industry’s revenue comes from patient care. The global healthcare industry is worth $12 trillion.
In the U.S National health expenditures are projected to grow 5.4 percent, on average, over the course of 2023–31 and to account for roughly 20 percent of the economy by the end of that period. The insured share of the population is anticipated to exceed 92 percent through 2023 (figures pending), in part as a result of record-high Medicaid enrolment, and then decline toward 90 percent as coverage requirements related to the COVID-19 public health emergency expire.
The growth of the health-care sector is evident in employment data as well. In 1990, about 8 million Americans worked in health care; that figure has since doubled to 16 million. That’s the largest single employment segment in our economy.
In addition to the above, the west in general is an aging populace that is living longer. We will need these services more than we need staples during a recession. I believe this index can help us gauge the healthcare sector and what direction it will go next. We can watch the levels outlines and make a play if we wish. We have a hard upper boundary and lower boundary on a parallel channel on the chart. You know what to do when we breach any of these levels.
Outlined on the chart
XLV fund provides exposure to companies in
pharmaceuticals, health care equipment and supplies,
health care providers and services, biotechnology, life
sciences tools and services, and health care
technology industries. XLV is the oldest in the
segment, as such it is used widely for strategic or
tactical positions. Since XLV is both cap weighted
and fishes only from the S&P 500, it tilts heavily
toward mega-caps. For focused exposure to
leading health care names, XLV is tough to beat.
Top Five Holdings
UnitedHealth Group Inc NYSE:UNH 9.63%
Eli Lilly and Co NYSE:LLY 9.19%
Johnson & Johnson NYSE:JNJ 7.46%
Merck & Co NYSE:MRK 5.46%
AbbVie Inc 5.41%
Stay Healthy and Nimble Folks
PUKA
Quest Diagnostics // Buy Future Dip Notes on how I personally use my charts/NFA:
Each level L1-L3 and TP1-TP3 (Or S1-S3) has a deployment percentage. The idea is to flag these levels so I can buy 11% at L1 , 28% at L2 and if L3 deploy 61% of assigned dry powder. The same in reverse goes for TP. TP1: 61%, TP2:28% and TP3:11%. If chart pivots between TP's, in-between or in Between Sell levels these percentages are still respected. I like to use the trading range to accumulate by using this tactic.
Just my personal way of using this. This is not intended or made to constitute any financial advice.
This is not intended or made to constitute any financial advice.
FED Macro Situation Consideration:
All TP's are drawn within the context of a return to FED neutral-easing policy. I do not expect these levels to be reached before tightening is over.
NOT INVESTMENT ADVICE
I am not a financial advisor.
The Content in this TradingView Idea is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained within this idea constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.
All Content on this idea post is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the idea/post constitutes professional and/or financial advice, nor does any information on the idea/post constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the idea/post before making any decisions based on such information.
Netcare ready to break above the Vuvuzela?Netcare has been in its downtrend since May 2023...
It shortly dropped from R16.00 down to R13.68.
And then, the price has been meandering in a downtrend below the 200MA since...
As long as it stays in the Vuvuzela Formation, it will continue to go down.
We need a strong breakout and for the price to close above the resistance of the pattern, before we put on our horns.
Once we're in, the first target will be to the top of the downtrend level at R16.19.
Until then, it's a waiting game.
PaxMedica stock soars 110% on FDA update for lead drug PAX-101Shares of PaxMedica (NASDAQ:PXMD) shot up 110% in early trading after the biotech company said that it now expects to file its New Drug Application for PAX-101 in the second half of 2024.
The biotech company said it received constructive feedback at a recent type-B meeting with the FDA that will help it complete the application. It added that most of the work required for the NDA will focus on completing the production of commercial lots of PAX-101 under CMC regulatory guidelines, which it expects to complete in the first half of 2024.
PaxMedic is seeking to get the drug approved as a treatment for African Sleeping Sickness. The company is also developing it as a potential treatment for autism spectrum disorder, according to its website.
The sudden surged was later on accompanied by a consolidated move. With the Trend heading towards the bears zone
ELI LILLY Our gem on the verge of making a paradigm shift.Eli Lilly and Company (LLY) has long been one of our best investments a real gem that even withstood and was practically unaffected by the 2022 inflation crisis. For long we have been using the Fibonacci Channel to display LLY's parabolic nature having broken above the 2.0 Fibonacci extension last May.
This time the price reversed much quicker than technically expected and is attempting again to break the top (Higher Lows trend-line) of the Channel Up that started in 2020. If it closes above it, then we wil target the 3.0 Fibonacci Channel extension at $700. If it gets rejected and stays within the Channel Up, we will sell and target the recent Support at $520.
Note that a break above this 3-year Channel Up may constitute a paradigm shift as the stock has never hit a new upper Fibonacci level that quickly (remember it broke above the 2.0 Fib just 5 months ago). This can transcend LLY into an even more aggressive bullish nature that we can't yet quantify.
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XLV - Failed Breakout?HealthCare looks to have just closed the week with a failed breakout.
Getting a weekly close below the impulse breakout green canceled is never a good sign.
Off of Bearish consolidation some Health care stocks may be a good short play.
Using the up-sloping trend line & weekly 200 MA as support.
Using the Weekly 100 MA as resistance . Recapturing the Weekly 100 MA could result in upside reversal.
Potential Up Trend on Gland Pharma Ltd (NSE), Fib RetracementThis is my personal view that Gland Pharma Ltd ha very potential uptrend for coming future.
I tried to figure it out with the Fib Retracement with Anchored volume profile.
As I have noticed it retraced exactly from -1.618 (905.85).
Target 1.618, which is 3190.45
Let me know if you have different views..
Thanks for viewing.
XLV still coiling, possible double top on the daily? On the weekly timeframe XLV continues to coil.
On the daily timeframe we may have seen a double top after the rejection at the bottom of the gap (136.50 area).
FWIW these options can move, but they are low volume. On high momentum days trading the same week can be effective. Personally, I prefer to bid for calls on red days and puts on green days with swing trade straddle targets in mind.
I'm currently eyeing the gap above but a breakdown with a stronger market pullback is possible. I will be looking to add a long swing position after the Jackson Hole / JPow speech depending on market conditions.
Eli Lily Local Top, Continuation Will ReturnEli Lilly and Company is an American pharmaceutical company headquartered in Indianapolis, Indiana, with offices in 18 countries. Its products are sold in approximately 125 countries. The company was founded in 1876 by, and named after, Colonel Eli Lilly, a pharmaceutical chemist and veteran of the American Civil War
Break of Structure for Bullish | At least 12% profitableWeekly Chart
Dynavax Technologies Coroporation ( NASDAQ:DVAX ) has broken up descending trend line and trading at $14.35 now
- Return on Equity over 72% on 2022 and over 55% on Quarter I/2023
When DVAX retest the support to confirm breakout and if it's true that a good chance to buy for mid-term
Wait for next move