Australian Healthcare "Healthcare Daily: News, research & industry feedback" Low

研报英文原文证据摘录

Australian Healthcare "Healthcare Daily: News, research & industry feedback" Low

Global Research

9 June 2026ab

Australian Healthcare Equities

AustraliaHealthcare Daily: News, research & industry

feedback Healthcare

David Low

Analyst

david.low@ubs.com

Stocks covered: SHL, RMD, CSL, COH +61-2-9324 2843

James Meares

News and press releases Analyst

james.meares@ubs.com

+61-29-324 3575SHL: "The downgrade debate: is Sonic Healthcare next in the pathology firing line?"

(The Australian, 7 Jun) Grace Allen

Associate Analyst

grace-za.allen@ubs.com

UBS View: We remain comfortable with Sonic's outlook given its domestic operations +61-2-9324 2000

are better placed than its smaller peers and we have seen some improvement in

pathology volumes over recent months supported by the GP bulk billing incentives.

SHL: "Private medical imaging provider bills Medicare for non-eligible services"

(ABC News, 7 Jun)

UBS View: The issues covered in this article appear to be limited to a competitor's public

sector contract in WA and hence we see limited read across for Sonic's imaging

operations.

RMD: "Nyxoah Announces Proposed Offering of Ordinary Shares" (EURONEXT, 4 Jun)

UBS View: Nyxoah, in which Resmed owns a ~4% share is seeking to raise $95m in the

US market to support expanding commercialization in the US, its R&D activities and to

advance commercialization in markets outside the US. Beyond the mark to market

implications of the sharp share price fall we see limited implications for Resmed.

CSL: "U.S. FDA Approves Pfizer’s HYMPAVZI for the Treatment of Two Additional

Hemophilia A or B Patient Populations with Significant Medical Need" (Pfizer, 8 Jun)

UBS View: Hympavzi's U.S. label expansion reflects the growing competitive

momentum from new and more convenient Haemophilia therapies.