FPH - Fisher Paykel Healthcare.

[kiora]

FPH is not a TRA which needs to be valued on price earning ratios ...it has very valuable IPs and very wide moat ...that part gives it assured value thus unimaginable P/E ratios ...But whom I telling ...U know all this stuff better then me ...master W69 ....:p

And prepared to protect its IP by putting its money were its mouth is
From 2019
"Fisher & Paykel settles all patent litigation with ResMed'
https://www.rnz.co.nz/news/business/383012/fisher-and-paykel-settles-all-patent-litigation-with-resmed

[winner69]

Got excited this morning as it seemed FPH share price was going to rocket past 30 bucks ….but then ASX opened

Tomorrow maybe

Only a month late …. Over 30 bucks it has gone

Cool

[alokdhir]

Only a month late …. Over 30 bucks it has gone

Cool

R the grapes sour mate ? lol :p

[winner69]

FPH share price on a roll ….over 31 bucks

Going great guns ….cool stuff

[kiora]

FPH share price on a roll ….over 31 bucks

Going great guns ….cool stuff

Did you get those ones at $20/share?

[winner69]

Did you get those ones at $20/share?

From low 20’s

Alokdhir kept encouraging me to keep with when the rise slowed down a few times

[kiora]

From low 20’s

Alokdhir kept encouraging me to keep with when the rise slowed down a few times

Well done!.I new you could do it !
Couta would be happy too?

[alokdhir]

From low 20’s

Alokdhir kept encouraging me to keep with when the rise slowed down a few times

Is there anything u miss mate ? FPH @ 20 ...MFT @ 55 and what else ...maybe that's why U envy Fisher fund managers and their pay packets ...lol

I also encouraged u and still doing for KFL ...but u still resisting maybe !!!

[winner69]

Well done!.I new you could do it !
Couta would be happy too?


Getting extremely overvalued in my opinion but heck its a big blue chip so no worries

But need to keep an eye on that squiggly line on the chart

[winner69]

Crickey, RMD down 15% today

Apparently Eli Lilly posted a rave about their GLP drugs for sleep apnoea

Hope FPH don’t go down 15% …might need to lighten up just in case

[kiora]

For those investors that are worrying about weight loss drugs impacting sales.
With all the news about them it has lead to an increase in health consultations.These lead to health programmes that also include treatment for obstructive sleep apnea.
The overall affect for FPH sleep apnea products:Positive


https://www.pewresearch.org/science/2024/02/26/how-americans-view-weight-loss-drugs-and-their-potential-impact-on-obesity-in-the-u-s/

[kiora]

"So what we're hearing back from the sleep practitioners, and the weight loss practitioners, is that CPAP - which is the treatment that ResMed put forward to sleep apnea - is still the primary solution for sleep apnea. The other thing we're observing is that GLP-1s, if anything, are just increasing the treatment awareness for sleep apnea. "
https://www.livewiremarkets.com/wires/buy-hold-sell-2-high-conviction-healthcare-winners-for-fy25?utm_medium=email&utm_campaign=Trending%20On%20Livewire%20-%20Friday%2012%20July%202024&utm_content=Trending%20On%20Livewire%20-%20Friday%2012%20July%202024+CID_5cd9984a7ff071ed3 66430d474f007f1&utm_source=campaign%20monitor&utm_term=WATCH%20%20READ%20%20LISTEN

[Panda-NZ-]

Wieight loss drugs found to reduce dementia risk by half alongside treating addiction.

https://www.investors.com/news/technology/novo-nordisk-stock-semaglutide-weight-loss-drug-dementia-risk/

They do seem to be cure-alls even without those bonuses (weight is a major contributing factor to many diseases, aside from age). I think they are charging far less than they "could" for these drugs. Happy investor in eli lilly rather than restricting myself to NZ companies.