Healthcare’s wild comeback

Healthcare stocks have been one of the market’s toughest rides this year, with sharp sell-offs testing even the most patient investors - but could this now be the comeback of the year? As Bell Potter’s Healthcare Analyst John Hester says, value is not a sector-wide call, it is a stock-by-stock story. Watch our interview discussing 18 stocks here and remember, the next catalyst matters more than the last quarter’s share-price pain.

Register to see 40+ healthcare companies at the Bell Potter Healthcare Conference next week, line-up here. Healthcare hype fades but clinical data, commercial traction, great management and performance resuscitates not just stocks, but lives.

To your investing,

Aussie healthcare stocks overtake the US
Australia's healthcare sector slid about 12% in May as investors sold the sector off but has rebounded close to 58% from its early June low. It has outpaced its US counterpart since mid-August and is now up 38% over six months, versus 30% for US healthcare.

Biotech bargains, takeover targets and breakout stocks
It’s hard to find someone who knows more about ASX-listed healthcare companies than John Hester, Bell Potter Healthcare Analyst. Watch John Hester discuss 18 healthcare stocks on his radar alongside biotech opportunities, investing outlook and more:

1. ASX biotech: Where this year's sell-off may create the biggest buying opportunities.
2. Investing criteria: Characteristics to look for when investing in healthcare and biotech.
3. Clinical trials: Upcoming trial results that could turn sentiment around for ASX biotechs.
4. Takeover targets: ASX healthcare companies that could attract interest from big pharma.
5. Stocks to watch: Standout companies presenting at the Bell Potter Healthcare Conference.

👉 Register to attend Bell Potter’s Healthcare Conference here

Biome Australia (ASX:BIO) - Expanding its practitioner-recommended probiotic brand
BIO is a microbiome health company whose Activated Probiotics range is backed by clinical trials and recommended by health practitioners. Founder & Managing Director Blair Vega Norfolk discusses how a practitioner brand won the pharmacy shelf and its expansion plans.

Pacific Edge (ASX:PEB) – Securing US Medicare coverage for bladder cancer tests
PEB is a cancer diagnostics company developing urine tests to detect bladder cancer early and reduce unnecessary invasive procedures. CEO Dr Peter Meintjes discusses the confirmed US Medicare coverage for Cxbladder Triage and Triage Plus and growing commercial traction in the US.

Noxopharm (ASX:NOX) - Strengthening Sofra™’s cancer immunotherapy potential
CEO Olivier Laczka discusses new preclinical data showing Sofra™ can activate immune cells at seven times untreated levels when combined with dying cancer cells, its potential to complement chemotherapy, radiotherapy and other cancer treatments, and the pathway towards in vivo proof-of-concept studies.

Epiminder (ASX:EPI) - Advancing continuous epilepsy monitoring in the US
CEO Dr Rohan Hoare discusses the progress of the DETECT study, which has enrolled more than 100 patients across 20+ US centres, the insights being gained from its Minder System and the pathway to early revenue.

🏥 Alcidion targets digital health growth
What’s driving Alcidion (ASX:ALC)’s growth? CEO Kate Quirke discusses the company’s expanding digital health solutions, key growth drivers and strategic opportunities ahead of Bell Potter’s Healthcare Conference. TSN's Take

🧠 Cogstate advances cognitive assessment technology
What’s next for Cogstate (ASX:CGS)? CEO Brad O’Connor discusses the company’s latest clinical and commercial milestones, advancing clinical trials and upcoming growth catalysts ahead of Bell Potter’s Healthcare Conference. TSN's Take

🧬 Mesoblast strengthens cell-therapy quality control
Mesoblast (ASX:MSB, Nasdaq:MESO) has received FDA approval for a new potency assay, supporting consistent manufacturing as it commercialises its FDA-approved mesenchymal stromal cell therapy. TSN’s Take

More than 40 ASX-listed healthcare companies will present at Bell Potter’s Healthcare Conference grouped by sub-sector across biotechnology, medical devices, healthcare software and diagnostics.

Each day will feature 16 company presentations, presenting for 25 minutes, followed by a moderated Q&A. The event provides an opportunity to learn directly from the leaders shaping the healthcare sector.

The Australian Shareholders’ Association is Australia's leading advocate for retail shareholders, providing independent insights, education and a supportive investor community. To save 50% on a 12-month membership use the code blackfri26. Click here to join Australian Shareholders' Association

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