Everything on Healthcare M&A Risk

Coloplast's $400 million write-down on Kerasis resulted from US Medicare reimbursement reforms that shifted from markup-based to flat-rate payments. This event underscores the vulnerability of healthcare acquisitions to regulatory policy changes.

Impact: Executives must stress-test M&A targets against potential reimbursement reforms to prevent acquisition value erosion from regulatory shifts.

— from Oracle AI Capex, Industrial AI Valuations, and Distribution Efficiency · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Jun 12, 2026