Today we took a look at five import health care investing themes, some old, some new. You can view the replay here as well as download associated slides.
Timestamps:
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0:00 - 3:29 Introduction to themes: Inflation, Insured Medical Consumer Model, biotech/biopharma meltdown, nonprofit headwinds and antitrust 3:29 - 17:13 Inflation, flow through to reimbursement and lags against labor costs 17:13 - 31:23 Update on the Insured Medical Consumer, Medicaid redetermination, commercial enrollment, Medicare Advantage switch-up with PDP plans 31:23 - 43:34 Biopharma/biotech, price increases, end end of gag rules between insurance plans and ASO, distributors, NIH funding slowdown and the politics of medical research 43:34 - 53:34 Nonprofit hospitals, generational headwinds and very little preparation, few cost controls, losing share? 340B gravy train 53:34 - 57:13 Anti-trust is mean fewer exits |
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Emily Evans
Managing Director – Health Policy
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