(AOF) – LNA Santé posts 9-month operating revenue of 533.7 million euros, organic growth of 5% in the 3rd quarter and 5.9% over the 9 months. “The turnover point for the 3rd quarter is solid,” judge the leaders of the health and dependency group. “It allows us to get closer to the 2023 annual objectives both in terms of revenue, operational performance and debt.”
“EHPADs in France “should see their growth continue” thanks to the increase in occupancy rates and price changes”, while the French Healthcare sector should “benefit from the dynamics of home hospitalization structures and the strengthening expected from the activity of SMRs and psychiatric clinics.
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Biotechs put to the test
These companies are suffering from a much less favorable economic cycle, which is reflected in particular by a drop in venture capital financing of start-ups. These companies are therefore obliged to carry out layoff plans. Added to this is a much more restrictive regulatory framework. First, in the United States, measures linked to the Inflation Reduction Act (IRA) could have a strong impact on the margins of stakeholders. Indeed, from 2026, the federal Medicare program will be able to renegotiate the price of drugs marketed for nine years (chemical) or 13 years (biological), with discounts that could range from 35 to 60% for biotechs. Likewise, in Europe, with the new drug regulations presented in Brussels in April, the duration of patent protection will be reduced if the innovative treatment is not marketed in all member countries within two years.