Archive for April, 2014

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Quick Thoughts: First Data Announcement Highlights Increasing Integration of Payments and Marketing

Yesterday, First Data (the leading US acquirer with 18% share – see below) announced the addition of support for loyalty marketing to its Clover platform which competes with Square Register, for example. Like Leaf from HPY and Square Register, Clover

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US Payments: A Primer on Merchant Acquiring

Merchant acquiring – the business of providing merchants with authorization for card payments and settling and clearing transactions, often but not always through the branded (including EFT) networks, so that funds are moved from the merchant account to the cardholder

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Index of Generic Drug Acquisition Costs Now Available to Pharmacies Nationwide; Commercial Plan Sponsors Likely to Shift Away from AWP

Medi-Span announced Friday the inclusion of National Average Drug Acquisition Cost (NADAC) data in its point-of-sale pricing products for retail pharmacies; First DataBank made a similar announcement last December. These two providers dominate drug pricing data; accordingly NADAC is now

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Quick Thoughts: Apple and Samsung’s Nuclear Spring

–          As AAPL’s $930M verdict from round 1 inches into the appeals process, round 2 has hit the court room, with AAPL looking for $2B from Samsung for alleged infringement of 5 patents. –          AAPL’s estimated damages are unreasonable. An

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Quick Thoughts: Amazon lights a Fire under Apple and Google

–          AMZN’s $99 Fire TV is quite differentiated vs. rivals at similar price points (AAPL TV, Roku, etc), slotting in between the bare bones $35 GOOG Chromecast and $400+ Xbox One and PS4. –          Fire TV is well designed to

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The Bull Case for PCSK9 (AMGN, SNY, REGN, PFE): Why Estimates Are Too Low

PCSK9 inhibitors are injectables (biweekly to monthly) that lower LDL (aka ‘bad’) cholesterol by ≥ 50%, on par with max dose statins. AMGN and SNY/REGN are closest to market, followed by PFE Statin-intolerant patients generally are restricted to the use

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