Category Archive for "Healthcare"

Current health insurance exchange (HIE) enrollees skew older, to the extent that adverse selection pressures appear highly likely. Only 25% of enrollees are aged 18-34, as compared to the 40% enrollment share presumably needed for premiums and claims to balance

We compared hospital networks for plans sold on the health insurance exchanges (HIEs) to networks for plans sold (by the same issuer) off of the HIEs For the non-profit issuers and HUM the ‘on-HIE’ and ‘off-HIE’ networks appear the same;

For a podcast of this and other research notes, please see the SSR Health YouTube channel Popular brand drugs are much more likely to face restrictions in health plans sold on the Affordable Care Act’s (ACA’s) health insurance exchanges (HIEs),

Please see the SSR Health YouTube Channel for a detailed video walk-through of this research note We expect 3.5% (nominal) y/y growth in US health services demand during 4Q13, the product of 2.3% growth in demand intensity*, and 1.2% growth

Please see the SSR Health YouTube Channel for a detailed video walk-through of this research note Through December 28, enrollment in states operating their own health insurance exchanges (HIEs) is roughly 2x (in terms of the percent of potential beneficiaries

Please see the SSR Health YouTube Channel for a detailed video walk-through of this research note As compared to employer-sponsored insurance (ESI), health plans sold on the health insurance exchanges (HIEs): are (>3x) more likely to require that deductibles be

Please see the SSR Health YouTube Channel for a detailed video walk-through of this research note In response to the Wall Street Journal report that MRK is planning a major shift in its R&D approach, we compare MRK’s R&D productivity

Please see the SSR Health YouTube Channel for a detailed video walk-through of this research note We believe pre-phase III (i.e. ‘hidden’) pipelines are misvalued for a very simple reason: they’re hidden. However because companies’ patenting behaviors are consistent and

We expect 3.5% (nominal) y/y growth in US health services demand during 4Q13, the product of 2.3% growth in unit demand, and 1.2% price growth. The 2.3% unit growth forecast would be a 30bp improvement over actual 3Q13 growth of 

We believe it is more likely than not that premiums paid by (or on behalf of) enrollees on the health insurance exchanges (HIEs) will be insufficient to cover both claims costs, and the operating costs of the health insurers participating