{"id":397,"date":"2024-11-01T22:24:16","date_gmt":"2024-11-01T21:24:16","guid":{"rendered":"https:\/\/app.agence2d.be\/gbl\/?page_id=397"},"modified":"2024-11-05T10:28:22","modified_gmt":"2024-11-05T09:28:22","slug":"sanoptis-investment-case","status":"publish","type":"page","link":"https:\/\/app.agence2d.be\/gbl\/portfolio\/sanoptis-investment-case\/","title":{"rendered":"Sanoptis Investment case"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\tOverview<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\tInvestment case<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\tInfluence<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\tSanoptis operates in a large and resilient sector with steady annual growth driven by structural tailwinds:\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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  • Ageing population increasing age-related ophthalmological conditions<\/li>
  • Resilience resulting from the non-discretionary and typically urgent nature of most treatments<\/li>
  • Healthcare consumerization leading to an increase in out-of-pocket payments (e.g., corrective laser surgeries, presbyopia correcting intraocular lenses)<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \n\t\t\t\t\t\t\tSanoptis is the #2 player in Europe (#1 in Germany, Switzerland, Austria and Greece) through its unique business model built on (i) partnerships with its doctors and (ii) a persistent focus on medical quality:\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    • Sanoptis targets active partnerships with leading doctors who, after joining the group, remain shareholders of their clinics, thus preserving their entrepreneurial spirit and responsibility. This makes Sanoptis a preferred partner for both renowned and up-and-coming doctors wanting to sell a stake in their clinics and practices while also benefitting from future growth. Moreover, this enables the company to consistently outperform in M&A<\/li>
    • The company drives growth and efficiency by sharing best practices and implementing cutting-edge medical innovations through investments in systems, people and equipment<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      \n\t\t\t\t\t\t\tThe company has significant upside potential thanks to:\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      • Continued consolidation of its core markets<\/li>
      • Further rolling out the internationalization strategy in Italy, Spain, Austria and Greece<\/li>
      • New treatment areas (e.g., dry AMD) and higher efficiency through medical and technological innovations (including through leading artificial intelligence projects)<\/li>
      • A skilled management team who significantly reinvested alongside GBL<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

        OverviewInvestment caseInfluence Sanoptis operates in a large and resilient sector with steady annual growth driven by structural tailwinds: Ageing population increasing age-related ophthalmological conditions Resilience resulting from the non-discretionary and typically urgent nature of most treatments Healthcare consumerization leading to an increase in out-of-pocket payments (e.g., corrective laser surgeries, presbyopia correcting intraocular lenses) Sanoptis is […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":33,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_canvas","meta":{"footnotes":""},"class_list":["post-397","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages\/397","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/comments?post=397"}],"version-history":[{"count":7,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages\/397\/revisions"}],"predecessor-version":[{"id":682,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages\/397\/revisions\/682"}],"up":[{"embeddable":true,"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/pages\/33"}],"wp:attachment":[{"href":"https:\/\/app.agence2d.be\/gbl\/wp-json\/wp\/v2\/media?parent=397"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}