PE white paper 2024

[mjohnsonets]

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Thought this was worth sharing since there is much discussion about PE in Ophthalmology in this forum:

State of Eye Care Private Equity

Ophthalmologists and optometrists continue to receive heightened interest from investors and PGP expects consolidation to continue into 2025

www.physiciangrowthpartners.com

 

[hello lady!]

lol This is not an honest paper. It's propaganda. Get this garbage out of here.

 

[eyeeye_captain]

We’ve got a couple PE members with their non-disparagement clauses hanging around, I’m sure they can give us some rah-rahs or just stay tastefully silent

 

[MstaKing10]

Did you even read the article?? It’s actually well written synopsis. It’s written by investment firm specializing in this space so sure paints a fairly rosy picture but wouldn't call it garbage.

 

[TheLesPaul]

Did you even read the article?? It’s actually well written synopsis. It’s written by investment firm specializing in this space so sure paints a fairly rosy picture but wouldn't call it garbage.

The only data points included in the article are that LASIK has grown and the invasion of PE in ophthalmology has grown.

Everything else there is wishful thinking. There is no support for their claims that they can improve practices by scaling -- be it better purchasing, better rebates, better contracts, etc. Hence - propaganda.

 

[dantt]

The only data points included in the article are that LASIK has grown and the invasion of PE in ophthalmology has grown.

Everything else there is wishful thinking. There is no support for their claims that they can improve practices by scaling -- be it better purchasing, better rebates, better contracts, etc. Hence - propaganda.

LASIK has in fact not grown. Laser vision correction is down. Way down. Everybody in the industry knows that. These guys are just making **** up.

 

[Slide]

LASIK has in fact not grown. Laser vision correction is down. Way down. Everybody in the industry knows that. These guys are just making **** up.

Yeah that alone should've been a red flag. Don't even need a study to know the real money so far is in MF IOLs right now. Seeing a lot of PE copium lately; there must be additional sales coming down the road.