Today we reviewed some of the major themes that will influence health care over then next few quarters including utilization trends, coverage, including effects of Medicaid redeterminations, and the really new and different pharmaceutical pricing pressures. You can access the call and slide deck here:
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Timestamps: Introduction of Major Themes + Consolidation: 0:00 - 7:40 Health Care Employment as Indicator of Utilization 7:40 - 8:30 Employment and capacity utilization at General Medical & Surgical Hospitals 8:30 - 14:29 Employment and capacity utilization at Psychiatric & Substance Abuse Hospitals 14:29 - 17:24 Employment and capacity utilization at Nursing Facilities; the efficiency of the post-acute system 17:26 - 21:50 Employment and capacity utilization at Physicians Offices; business as usual 21:50 - 21:08 Employment at dialysis centers, leading indicator of labor dynamics 27:10 - 28:58 Excess mortality effects on utilization 28:59 - 33:04 Insured Medical Consumer Model; robust commercial; leading payer at hospitals 33:04 - 38:12 Medicaid Redeterminations, not as bad as you might think; example of Florida 38:12 - 42:03 Medicare Advantage needs to shed PDPs and they are 42:04 - 44:16 Medicare Advantage Star Ratings; advantage goes to higher rated plans 44:16 - 46:26 Five Predictions on Drug Price Changes Post-IRA 46:26 - 50:45 How drug prices subsidize insurance premiums 50:45 - 52:06 Pressure on R & D and Pipeline Development and alternative trial models 52:06 - 56:29 |
