Gemma Dale
speaker
925 appearances
2 recordings
2 series
first heard Jun 2026
last heard 18 Jun
Gemma Dale’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
It's just been astonishing.
So this is the healthcare sector.
Healthcare is dominated by CSL, Cochlear, ResMed.
There's not a huge number of large healthcare companies in Australia.
And those three companies in particular were where a lot of people looked for their growth because they had international potential and then international exposure.
And then they got absolutely hammered.
ResMed got hammered first because of GLP-1s.
Everyone's going to lose a ton of weight because they're taking a Zempic and they are not going to need a CPAP machine, basically.
That was the thesis.
And so ResMed got smashed.
It came back pretty strongly after that.
We have since seen though CSL, so this is Australia's flagship common serum laboratories.
You know, it's been around a terribly long time.
It in our investor base was really interesting, right?
We only had a very small number of investors in CSL, but they had held it for 20 years from like $10 up to $300.
So it was your...
your 10 bagger slash 30 bagger.
People did super well out of it and they would not sell that thing.
They loved it.
But we didn't have a lot of people buying it because they felt it was super expensive.
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