Recently we argued incremental (relative to brands) generic dispensing premia of roughly $5 / script ultimately will fall. This note addresses healthy criticisms of that note, particularly: 1) payors already know generic acquisition costs; and, 2) the generic dispensing premium
We believe that it is inevitable that internet delivered video entertainment will eventually replace traditional channelized television. However, there are significant technology, infrastructure, behavioral and industry economic hurdles that must be surmounted before “over-the-top” becomes a widespread reality. While many
October 29, 2010 – Why Generic Dispensing Margins (Eventually) Must Fall For both drug retail and PBM mail-order we estimate that per-Rx generic dispensing margins are $5 higher for generics than brands, and show that this premium results from: 1)
Advertising is a $200B+ market in the US. On-line accounts for less than 10% of total ad spend today, but the migration of video onto the internet and the proliferation of tablets and smartphones will make the $60B of annual
The major paradigm shifts in the TMT landscape – e.g. the rise of mobile devices, streaming media, cloud applications and telepresence – are driving 50% annual growth in Internet traffic, but also revealing the unacceptable latency and reliability of traditional
Market forecasters project dramatic growth in portable electronics. However, the combined expectations for smartphones, e-readers, tablets, netbooks and notebook PCs appear collectively rich, despite declines in other consumer electronics categories, and presuppose only modest market share shifts between these products.