On 2 April 2025, HealthInvest returned to Sydney, bringing together a diverse mix of investors, executives, and highly innovative companies in the life sciences sector. Proudly presented by IR Department, in partnership with Morgans and Stockhead, the event provided a platform for ASX-listed healthcare companies to share their latest developments and engage in meaningful discussions with the investment community at Morgans’ Sydney head office.
Company insights
This year’s lineup featured presentations from five companies, each offering an insight into their respective industry area and product offering. The session, hosted by IR Department’s Founder and Managing Director, Jane Lowe and Morgans' Senior Research Analyst, Scott Power, included presenters from:
Attendees had the opportunity to hear firsthand about cutting-edge technologies and strategic initiatives driving these companies forward. The event also facilitated valuable conversations between investors and industry leaders.
Access event materials
For those who missed the presentations or want to revise the content, the session materials are available here. Congratulations to Orthocell, who since the event received FDA clearance for its nerve repair product, Remplir TM. Post FDA clearance, Orthocell released a further presentation - click here to view it.
Media coverage
Our thanks to Stockhead who covered the event. The article, released 4 April provides a review of each of the companies. You can read the article here.
Life sciences industry synopsis
The recent HealthInvest event provided an opportunity to hear from five exciting, emerging life science companies - all expected to generate news-flow over the next six to twelve months. This made for compelling listening, especially given the challenges the small and mid-cap life sciences sector (and the broader healthcare market) has faced over the past three years.
Morgans’ healthcare analyst, Scott Power noted, “Even though the life sciences sector is supported by strong growth drivers – such as an aging population, accelerating medical innovation, and consistent government funding - it has had to contend with above average wage inflation, staff shortages and more recently, uncertainty around US tariffs, as the Trump administration moves to seek out efficiencies in the healthcare system.
“This combination has led to an 12.1% decline in the ASX healthcare index over the past three months year-to-date - compared to a broader market drop of 9.1%. In calendar year 2024, the healthcare sector was among the worst performers, falling 3.0% while the broader market rose 7.5%.
“Despite this, several life science companies have delivered strong performances. Telix Pharmaceuticals (ASX: TLX) is up 146% over the last 15 months, Sigma Healthcare (ASX: SIG) has gained 96% and Mesoblast (ASX: MSB) has surged 464%. The key for investors is identifying the catalysts that will drive these businesses to their next inflection point. This might be clinical trial results, regulatory approvals, partnership or licensing deals, sales milestones, or a significant step closer to profitability.”
Looking ahead
HealthInvest continues to grow as a key way of bringing companies and investor together. We appreciate the support from our presenting companies, partners, and attendees who helped make this session a success. Stay tuned for our next HealthInvest event later this year, where more emerging companies will be featured.
