Category Archive for "Healthcare"

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Protected: December 1, 2010 – Demand Trend Improves Starting 4Q, Ortho & Commodity Suppliers Benefit Most; Why HDL-C Drugs May Be Bigger than You Think

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Uncertainty and Motive in Pharmacy Dispensing Mark-Ups

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

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October 29, 2010 – Why Generic Dispensing Margins (Eventually) Must Fall

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)

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Protected: October 4, 2010 – What a Republican House Means for Health Reform

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Protected: September 22, 2010 – The Skeptic’s Guide to Drug Stock Selection

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Protected: September 7, 2010 – Why US Healthcare Demand Appears to be Falling

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Protected: August 24, 2010 – Single-payor (read European) Governments and Your Healthcare Portfolio

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Protected: July 29, 2010 – Consumers add Risk, Insurers add Power; Consequences for Providers and Suppliers

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Protected: July 8, 2010 Big Pharmas Tenuous Grip on the Emerging Markets

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Protected: June 15, 2010 – Why UNH and WLP Are Better Positioned for Reform than AET or CI

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