REPLAY FLASH CALL | KILLING THE ZOMBIE CONTRACT: THE FUTURE OF CERN'S VA AGREEMENT
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On April 2, Health Policy Managing Director, Emily Evans and Health Care Director, Andrew Freedman discussed our view that CERN's $10 billion contract with VA has only a 10 percent chance of being finalized. Topics covered:
- The forces of privatization and anti-privatization that led to Shulkin's ouster and the riskiness of promoting his agenda
- The role the EHR Modernization Program and the CERN contract played in promoting an (almost) anti-privatization agenda
- The value of VA contract to CERN bookings, sales and EPS
- The value of core growth in the absence of the VA contract
- The demand from Congress that the EHR Modernization Program be managed at the Secretary or Deputy Secretary level where there is one vacancy and another likely
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Please call or e-mail with any questions.
Emily Evans
Managing Director, Health Policy
@HedgeyeEEvans
Thomas Tobin
Managing Director
@HedgeyeHC
Andrew Freedman, CFA
Associate
@HedgeyeHIT
Alexander Ross
Analyst
@HedgeyeLab
