REPLAY FLASH CALL | KILLING THE ZOMBIE CONTRACT: THE FUTURE OF CERN'S VA AGREEMENT

04/03/18 02:34PM EDT

REPLAY FLASH CALL | KILLING THE ZOMBIE CONTRACT: THE FUTURE OF CERN'S VA AGREEMENT - cern catalyst calendar

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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Emily Evans
Managing Director, Health Policy


@HedgeyeEEvans

Thomas Tobin
Managing Director


@HedgeyeHC

Andrew Freedman, CFA
Associate


@HedgeyeHIT 

Alexander Ross
Analyst


@HedgeyeLab

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