Research analysis / forecasts?, page-7

There was only a single supplier/pharmacy gateway historically (PharmX) so a merger with Fred's Medview exChange would just return it to status quo. It still would give the ACCC a chance to stick its nose in though as a monopoly and barriers to entry. Pharmacy is really a quasi government protected operation (dependence on the PBS and strict ownership and location rules) so is a unique case with respect to competition scenarios. Similarly the two E-script providers Fred IT and Medisecure (now in administration after being hacked) and are now one. Telstra's entry into overseas ventures over the years has not always been pleasant for them and part of the reason for their current decision to divest some of their ventures. Telstra Health is mixing with some huge global E-Health businesses. For example Constellation Software group who own Jonas Software that took over Corum Health's pharmacy software business recently has a market cap of $83B twice that of Telstra Group! Interesting times ahead for the till now dominant pharmacy software player Fred IT.