Category Archive for "Healthcare"

Please see the SSR Health YouTube channel for podcasts of recent research Drug, biotech, and research-based spec pharma stocks tend to outperform their peers in the year or so before and after regulatory actions (‘PDUFA’ dates) on major new products,

The data in this note are extracted from: “Biopharmaceuticals R&D Productivity: Metrics, Benchmarks, and Rankings for the 22 Largest (by R&D spending) US-Listed Firms”, available at www.hiddenpipeline.com Increasing firm size = declining R&D productivity, both across (larger firms produce less

We expect 3.5% (nominal) y/y growth in US health services demand during 1Q14, the product of 2.5% growth in demand intensity and 1.0% growth in price. Intensity growth reflects a 20bp improvement over actual 4Q13 growth of 2.3%, and a

The outlook for commercial premium growth is sluggish; modest enrollment gains from the Affordable Care Act (ACA) and rising employment are offset by the rising tendency of beneficiaries to either buy cheaper policies, or forego coverage altogether On top of

As of Thursday April 10th roughly 7.5 million persons have selected plans on the health insurance exchanges (HIEs); of these roughly 86 percent have paid (or are likely to pay) premiums; this points to a total of 6.5 million HIE

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

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

  We expect 3.4% (nominal) y/y growth in US health services demand during 1Q14, the product of 2.4% growth in demand intensity and 1.0% growth in price. Intensity growth reflects a 10bp improvement over actual 4Q13 growth of 2.3%, but

As employees’ health insurance has shifted to high deductible forms, they’ve become personally responsible for larger and larger percentages of hospitals’ billed charges. And, as the average self-pay (i.e. deductible, co-pay, or co-insurance) collectible from an insured person has risen,

We expect 3.6% (nominal) y/y growth in US health services demand during 1Q14, the product of 2.6% growth in demand intensity, and 1.0% growth in price. The 2.6% intensity growth would be a 30bp improvement over actual 4Q13 growth of