Research Archive

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The complete SSR Health research archive is available exclusively to registered clients and subscribers. To join, please visit our subscription page. In addition, select research pieces can be purchased a la carte in pdf form through the research shop or buttons below. Members, who would prefer PDF versions should contact us for complimentary copies

November 5, 2017 – AMZN: How to enter (and ultimately dominate) pharmacy  Subscriber Access Contact us
October 22, 2017 – Puerto Rico Pharma Supply Part 2: Who has back-up sites off the island?  Subscriber Access Contact us
October 11, 2017 – Reliance on Puerto Rico Manufacturing, by Major Pharmaceutical Firm  Subscriber Access Contact us
September 28, 2017 – AMGN: Tempering Repatha Expectations in the Wake of Conservative ACC/NLA Recommendations  Subscriber Access Contact us
September 19, 2017 – US Rx brand price inflation falls to 1.3% in real terms  Subscriber Access Contact us
August 16, 2017 -ABBV: The Contrarian Case for US Humira Trend  Subscriber Access Contact us
August 13, 2017 – Repeal / Replace is Dead – What Happens Next  Subscriber Access Contact us
July 16, 2017 – Pricing Power and New Product Flow as a Basis for Biopharma Stock Selection  Subscriber Access Contact us
June 26, 2017 – Senate Health Bill: Odds Slightly Against Passage; Would Effectively Shift Medicaid Beneficiaries to Private Insurance  Subscriber Access Contact us
June 12, 2017 Drug & Biotech Companies with Undervalued Pipelines: Updated View  Subscriber Access Contact us
June 5, 2017 – US Rx net pricing trend through 1Q17  Subscriber Access Contact us
May 22, 2017 – BMY/MRK/Roche/AZN/INCY: Text analysis of ASCO 2017 abstracts for checkpoint research activity  Subscriber Access Contact us
May 18, 2017 – ABBV’s US Humira trend: Why genuine slowdown in end-user demand, and corresponding growth in channel inventories is a likely scenario  Subscriber Access Contact us
May 4, 2017 – AHCA: Welcome to Today’s Vote, Here’s Your Program  Subscriber Access Contact us
May 1, 2017 – Roche: The Bull Case for Ocrevus, and the Corresponding Bear Case for BIIB  Subscriber Access Contact us
April 20, 2017 – AMGN: More than half of US Repatha demand will come from Part D; nearly half of Part D users should have monthly OOP costs for Repatha less than $60  Subscriber Access Contact us
April 5, 2017 – US Rx net pricing trend through 4Q16  Subscriber Access Contact us
April 2, 2017 – AMGN: Repatha potential as much as 4X higher than consensus  Subscriber Access Contact us
March 16, 2017 – RINO Stampede: Why the Republican Left will Kill the AHCA  Subscriber Access Contact us
March 14, 2017 – Drug & Biotech Companies with Undervalued Pipelines  Subscriber Access Contact us
March 8 2017 – Health reform bill would shrink Medicaid, and slow its growth; the bill is unlikely to pass in its present form  Subscriber Access Contact us
March 2, 2017 – The (Senate) Politics of Medicaid Reform; Why Medicaid Shrinks Under Block Grants; Who Wins or Loses  Subscriber Access Contact us
February 23, 2017 – BMY: A Comprehensive Look at Immuno-Oncology’s Next-Generation Approaches, and Why BMY is Best Positioned  Subscriber Access Contact us
February 1, 2017 – BMY: Opdivo/Yervoy For Sale, Current Bid: $0. Seems a Bit Low  Subscriber Access Contact us
January 26, 2017 – WBA could simply close 1,000 (or more) RAD outlets and still have an accretive deal that meets its strategic needs

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January 18, 2017 – US Brand Pharmaceutical Net Prices Fell 0.3% in 3Q16

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January 11, 2017 – LLY/ESRX/Blink Health Insulin Discount Program: Payday Loans for Prescriptions

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January 9, 2017 – Channel Wars: Who Profits from Follow-On Biologics / Biosimilars?

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December 19, 2016 – ABBV: Humira Pricing … Let’s Play a Game

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November 29, 2016 – The (Likely) Republican Playbook to Defund and Replace the ACA

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November 14, 2016 – Whip This: The Politico-Economics of ACA Defunding

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November 8, 2016 – WBA/RAD: Why the deal goes through with modest FTC concessions

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November 1, 2016 – ABBV: Trailing US Humira Growth Driven More or Less Equally by Net Sales and Volume Gains; Looking Forward, either Net Price or Volume Likely to be Negative

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October 27, 2016 – CNC, MOH, WCG: Beneficiaries of a Likely Post-Obama Medicaid Expansion

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October 10, 2016 – Why Opdivo is still best positioned in NSCLC

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October 5, 2016 – US Rx Net Pricing Trends thru 2Q16

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September 27, 2016 – IPAB Likely to Trigger in 1H17; Savings Target Small; One-Time Bump in ACA Pharmaceutical Fee and Medical Device Tax Most Likely Result

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September 19, 2016 – Despite EpiPen, Voters’ Interest in Federal Rx Pricing Policy Appears Weak

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September 11, 2016 – ESRX’ new DMARD formulary points to slowing US sales for Humira(ABBV) and Enbrel(AMGN), with outright sales declines possible. Cimzia(UCB) and Simponi(JNJ) are beneficiaries

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September 7, 2016 – Adverse selection on the HIEs is real, and accelerating; why this makes drug price reform unlikely in the early days of the next administration

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August 31, 2016 – Drug & Biotech Companies with Undervalued Pipelines

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August 17, 2016 – BMY: The best positioned company in NSCLC

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August 8, 2016 – BMY: Why Opdivo still may dominate NSCLC

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June 27, 2016 – ABBV, AMGN, and US DMARD Pricing: The Dog and Its Reflection

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June 9, 2016 – ABBV/ENTA: Update on HCV

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May 25, 2016 – US Rx Brand Pricing: Trailing analysis of net price growth; forward look at brands / companies facing greatest risks

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May 16, 2016 – ENDP Likely to See Further Pressure; Why the Underlying Patterns May Be Good for Wholesale / Retail JVs

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April 19, 2016 – Drug & Biotech Companies with Undervalued Pipelines

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April 13, 2016 – AGN: Balance of Power Between AGN and Formulary Managers

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April 5, 2016 – ALPMF / ^BTK: Astellas, Xtandi, and the Siren Song of March-in Rights

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March 28, 2016 – VRX, ENDP, HZNP, and MNK – A Comparison of US Pricing Risks

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March 8, 2016 – NVS: Entresto Expectations are (2x) Too High

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February 25, 2016 – CYH, HCA, LPNT, THC: Hospitals are cheap, but you shouldn’t buy them – here’s why

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February 3, 2016 – GILD/MRK/ABBV: Why Everyone Wins if US Pricing Falls (In a Certain Way)

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January 20, 2016 – HUM/UNH: Weak Flu Season Likely Benefit to 4Q15 EPS

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January 12, 2016 – HZNP / MNK: The Balance of Power Between HZNP / MNK and Formulary Managers

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January 5, 2016 – VRX: The Balance of Power Between Valeant and Formulary Managers – An Empiric Framing  Subscriber Access Contact us
December 9, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
December 7, 2015 – Why Adverse Selection Pressures are Building Rapidly on the HIEs  Subscriber Access Contact us
November 12, 2015 – ABBV: Viekira Pak Likely to See More Safety-Related Formulary Losses; US Humira Pricing Likely to Slow if Payors No Longer Anticipate Follow-Ons in the Near Term  Subscriber Access Contact us
October 27, 2015 – WBA/RAD: Strategic Rationale; Estimate of FTC-Related Divestitures  Subscriber Access Contact us
October 26, 2015 – Drug & Biotech Companies with Undervalued Pipelines: Updated (and Expanded) List  Subscriber Access Contact us
October 23, 2015 – ABBV: FDA Re-labelling of Viekira Pak  Subscriber Access Contact us
October 22, 2015 – VRX: Belt & Braces Analysis of US Rx Price / Volume. Price Still Wins  Subscriber Access Contact us
October 14, 2015 – While Gulliver Slept: The Rapid Pace and Fragile Pre-Conditions of VRX’s US Pricing Power  Subscriber Access Contact us
September 30, 2015 – The US Congress and Prescription Drug Pricing  Subscriber Access Contact us
September 28, 2015 – Emerging Market Demand for Western Pharma Brands Slowing; NVS most affected, ABBV least  Subscriber Access Contact us
September 16, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
September 8, 2015 – Why US Brand Rx Pricing Has Stalled, and Who’s Most at Risk  Subscriber Access Contact us
July 28, 2015 – ABBV: A Reluctant Farewell to the HCV Bull Case  Subscriber Access Contact us
July 26, 2015 – SNY/REGN: Eligible Patients and Sales Potential for Praluent  Subscriber Access Contact us
July 23, 2015 – US Generic Inflation Pauses in 2Q15, But is Very Likely to Resume  Subscriber Access Contact us
July 15, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
July 6, 2015 – Drug & Biotech Companies with Undervalued Pipelines: Updated (and Expanded) List  Subscriber Access Contact us
June 23, 2015 – CVS/TGT: What Does the Store-In-Store Strategy Mean for RAD?  Subscriber Access Contact us
June 16, 2015 – SNY/REGN: When to Expect Outcomes Data for Praluent  Subscriber Access Contact us
June 16, 2015 – A Strategic Look at CVS/TGT; Why We’re Still Bullish on RAD  Subscriber Access Contact us
June 7, 2015 – ACA at the Supreme Court: Subsidies Are Here to Stay, Even if SCOTUS Finds for King   Subscriber Access Contact us
June 2, 2015 – US Drug Pricing Stalls. Uh-Oh …  Subscriber Access Contact us
May 4, 2015 – A WBA/RAD or CVS/RAD NEWCO as a Counterweight to Narrowing Retail Pharmacy Networks  Subscriber Access Contact us
May 4, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
April 21, 2015 – ABC/CAH/MCK: US Generic Inflation Continues in 1Q15  Subscriber Access Contact us
April 15, 2015 – ABBV/PCYC: Imbruvica and ABT-199 are Synergistic  Subscriber Access Contact us
April 13, 2015 – SNY: The (multi-faceted) Bull Case  Subscriber Access Contact us
April 6, 2015 – CVS, MCK, RAD, WBA: How WBA or CVS can fight narrowing retail networks – buy RAD  Subscriber Access Contact us
March 30, 2015 – AMGN, SNY, REGN, LLY, MRK, & ESPR: PCSK9 v. CETP v. ETC-1002  Subscriber Access Contact us
March 17, 2015 – AMGN, REGN, SNY: Bull Case for PCSK9’s; COGS a Major Advantage for SNY/REGN  Subscriber Access Contact us
March 12, 2015 – ABBV/PCYC: Imbruvica’s US Pricing Has Room to Grow  Subscriber Access Contact us
February 25, 2015 – WBA, CVS, RAD: There Are Simply Too Many Pharmacies & Now it Starts to Matter  Subscriber Access Contact us
February 15, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
February 9, 2015 – Motive & Opportunity: The Convoluted Tale of Generic Price Inflation  Subscriber Access Contact us
February 5, 2015 – Why ABBV is Still a Value  Subscriber Access Contact us
January 23, 2015 – The Bull Case for SNY’s Diabetes Franchise – Update  Subscriber Access Contact us
January 20, 2015 – The Outlook for Brand Drug Pricing Part 1: The Traditional Large-Cap Pharmaco’s  Subscriber Access Contact us
January 9, 2015 – Flu Effects on 4Q14 Earnings  Subscriber Access Contact us
January 6, 2015 – R&D:Sales Ratios Will Fall, Meaning AZN & LLY are Cheap, Research Tools & Services are Expensive  Subscriber Access Contact us
December 22, 2014 – ABBV HCV Regiment Approved; Further Upward Revisions to Consensus Likely  Subscriber Access Contact us
December 8, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
December 5, 2014 – The Bull Case for SNY’s Diabetes Franchise  Subscriber Access Contact us
November 20, 2014 – Relative Price & Value of pre-Phase III Pipelines for the 23 Largest Drug & Biotech Companies – Updated View  Subscriber Access Contact us
November 17, 2014 – Hold-Out States Will Expand Medicaid – Just Ask History  Subscriber Access Contact us
November 11, 2014 – SCOTUS Round II: Does King Really Matter?  Subscriber Access Contact us
November 6, 2014 – What Healthcare Stocks’ Share Prices Imply about Future Growth, and How this Squares (or not) with Fundamentals  Subscriber Access Contact us
October 20, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
October 14, 2014 – WAG/RAD: Pressure on generic dispensing margins likely to be much more permanent than guidance implies  Subscriber Access Contact us
October 6, 2014 – Healthcare & the Midterm Elections: Everything You Need to Know  Subscriber Access Contact us
September 22, 2014 – GILD’s Generic Co-opetition: Little Impact on Global HCV Estimates, or to ABBV / ENTA Bull Case  Subscriber Access Contact us
September 2, 2014 – ABBV (and ENTA): The Corvette(s) to GILD’s Ferrari  Subscriber Access Contact us
August 26, 2014 – Relative Price & Value of pre-Phase III Pipelines for the 23 Largest Drug & Biotech Companies – Updated View  Subscriber Access Contact us
August 12, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
August 7, 2014 – CORRECTION: GILD v. ABBV: An In-Depth Review of Global Sales Prospects for Current-Generation Hepatitis C Treatments  Subscriber Access Contact us
July 28, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Final 2Q14 Estimates  Subscriber Access Contact us
July 10, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
July 7, 2014 – The Bull Case for Specialty Drug Pricing  Subscriber Access Contact us
June 25, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Interim 2Q14 Estimates  Subscriber Access Contact us
June 24, 2014 – Net HIE Premiums Growing Faster Than Incomes; This is Likely to Accelerate  Subscriber Access Contact us
June 17, 2014 – Early Look at 2015 HIE Rates: Avg. Increase = 10%  Subscriber Access Contact us
June 10, 2014 – Large Pharma’s ‘Established’ & ‘Growth’ NEWCOs: A Solomonic Path to More Efficient R&D?  Subscriber Access Contact us
June 3, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  Subscriber Access Contact us
May 23, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Initial 2Q14 Estimates
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May 8, 2014 – Co-Pay Cards & the Stalling of Drug Rebate Growth Part II – The HIE ‘Test Case
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May 7, 2014 – Relative Price & Value of pre-Phase III Pipelines for the 23 Largest Drug & Biotech Companies – Updated View  Subscriber Access Contact us
May 5, 2014 – MRK: R&D Productivity, as Compared to Peers  Subscriber Access Contact us
April 28, 2014 – SSR Health New Product Approval Portfolios & Supporting Data  Subscriber Access Contact us
April 23, 2014 – PFE/AZN: R&D Productivity in the Context of a Theoretical Merger  Subscriber Access Contact us
April 21, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Final 1Q14 Estimates  Subscriber Access Contact us
April 16, 2014 – Medicaid HMOs: Growth Prospects Undervalued  Subscriber Access Contact us
April 14, 2014 – ACA Enrollment Round-Up Subscriber Access Contact us
April 7, 2014 – Index of Generic Drug Acquisition Costs Now Available to Pharmacies Nationwide Subscriber Access Contact us
April 2, 2014 – The Bull Case for PCSK9 (AMGN, SNY, REGN, PFE): Why Estimates Are Too Low Subscriber Access Contact us
March 25, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Interim 1Q14 Estimates Subscriber Access Contact us
March 5, 2014 – The Trouble with Hospital Pricing Subscriber Access Contact us
February 26, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Initial 1Q14 Estimates Subscriber Access Purchase pdf
February 20, 2014 – ACA Enrollment and Adverse Selection Pressures – An Update Subscriber Access Contact us
February 19, 2014 – Harvest Time for the Bill Collectors? The ACA’s Narrow Hospital Networks May Spur Demand for Revenue Cycle Management (RCM) Services Subscriber Access Contact us
February 3, 2014 – Your (HIE-based) Plan Doesn’t Cover That: A Comparison of Drug Formularies On and Off the Health Insurance Exchanges Subscriber Access Contact us
January 21, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Final 4Q13 Estimates and Thoughts on National Health Expenditure Data Subscriber Access Contact us
January 20, 2014 – Adverse Selection on the HIEs – It’s Not (Just) About the Federal Website Subscriber Access Contact us
January 19, 2014 – Drug Benefit Chicken: An Analysis of Benefit Designs on the Health Insurance Exchanges Subscriber Access Contact us
January 7, 2014 – MRK v. AMGN: A Comparison of R&D Productivity Subscriber Access Contact us
January 5, 2014 – Relative Price and Value of pre-Phase III Pipelines for the 22 Largest Drug & Biotech Companies Subscriber Access Contact us
December 17, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth: Interim 4Q13 Estimates Subscriber Access Contact us
December 15, 2013 – Why Adverse Selection is Likely on the HIEs: A Simple Model of Enrollment Behavior Estimates Subscriber Access Contact us
December 1, 2013 – Higher Premiums – and Higher Deductibles: An Analysis of Health Plans on Offer in 2014 Subscriber Access Contact us
November 26, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth: Initial 4Q13 Estimates Subscriber Access Contact us
November 19, 2013 – NVS: Share of Peer Group R&D Spending Exceeds Share of Peer Group Innovation Produced Subscriber Access Contact us
November 17, 2013 – ACA: Web Problems and Political Drama are Temporary. Ambivalence of the Uninsured is Permanent Subscriber Access Contact us
October 24, 2013 – LLY: Whether High R&D/Sales is Defensible – an Empiric Dissent Subscriber Access Contact us
October 23, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth: Inputs Delayed by Shutdown; Early Read Indicates Strong Flu Season Subscriber Access Contact us
October 17, 2013 – DVA / FMS: Generic Epogen Accretive to EPS Subscriber Access Contact us
September 24, 2013 – A Simple Yardstick for HIE Enrollment: CBO’s Revised Estimate Looks Like an Outer Bound Subscriber Access Contact us
September 18, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 3Q13 Estimate Subscriber Access Contact us
September 17, 2013 – Update on Generic Dispensing Margins: Even Ahead of the CMS Final Rule, AWP is no Longer the Prevailing Medicaid Standard Subscriber Access Contact us
September 11, 2013 – SSR Health’s Hidden Pipeline Analysis: Relative Price and Value of pre-Phase III Pipelines Subscriber Access Contact us
September 4, 2013 – Evidence of Rate Shock on the Individual HIEs: Weak at Best Contact us
August 30, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Initial 3Q13 Estimate Contact us
August 27, 2013 – Medicaid HMOs: More Growth, Less Risk Contact us
August 7, 2013 – Health Insurers’ Participation on the Health Insurance Exchanges; and, Current-Market Premium and MLR Patterns by State Contact us
July 22, 2013 – Premium Inflation on the HIEs – Case Study of the California Individual Market Contact us
July 18, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Final 2Q13 Estimate Contact us
July 8, 2013 – The Practical Relevance of the Employer Mandate Delay Contact us
June 26, 2013 – The SSR Healthcare Quarterly, Inaugural Edition Contact us
June 20, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 2Q13 Estimate Contact us
May 28, 2013 – PBM Bear Thesis Update: The AWP Alternatives Will Soon Be Here Contact us
May 20, 2013 – SSR Index of Current Quarter Healthcare Growth, Initial 2Q13 Estimate Contact us
May 16, 2013 – Buckle Up! A Summary of Adverse Selection Pressures on Health Insurance Exchanges Contact us
May 7, 2013 – Cheap, Shy, or Just Misbehaving? PFE Sells Viagra Direct to Consumers Contact us
April 29, 2013 – Why Smaller Employers Will Shift to Self-Funding; Who Wins and Loses Contact us
April 19, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Final 1Q13 Estimate Contact us
April 9, 2013 – SSR Index of Drug and Biotech Pipeline Values Subscriber Access Contact us
April 2, 2013 – Private Health Exchanges: Why They’re Coming; What They Mean Contact us
March 20, 2013 – WAG/ABC – Quick Strategic Read-thru; Better for WAG than ABC Contact us
March 19, 2013 – The Razorback Alternative: Is Arkansas’ Medicaid Game Plan a Blueprint for Others? Contact us
March 18, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 1Q13 Estimate Contact us
March 11, 2013 – Hedge Hospital Pricing Risks with Non-Rx Consumables Contact us
March 4, 2013 – The Medicaid Expansion & Why Hospital Pricing Peaks in 2013 Contact us
February 26, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Initial 1Q13 Estimate Contact us
February 11, 2013 – Investment Recommendations Across Healthcare, by Sub-Sector Contact us
January 17, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Final 4Q12 Estimate – Expecting a Flu-Related Spike Contact us
January 16, 2013 – Flu Effects on US Health Demand Contact us
January 15, 2013 – The Incredibly Slow (But Very Nearly Certain) Death of AWP Contact us
December 18, 2012 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 4Q12 Estimate – Look for a Flu-Related Spike Contact us
December 17, 2012 – Why Medicaid Eligibility Will (Still) Level Off at 100 FPL Contact us
December 4, 2012 – A Simple Formula for Drug (and Biotech and Spec Pharma) Stock Selection – Updated Subscriber Access Contact us
November 19, 2012 – SSR Index of Current-Quarter Healthcare Demand Growth, Initial 4Q12 Estimate Contact us
November 8, 2012 – An Index of the Value in Large Cap PharmaCos’ Mid- to Early-Stage Pipelines Subscriber Access Contact us
October 26, 2012 – Why Premiums Should Grow Faster than Health Costs under ACA; and, Why a Staged Rollout of Health Insurance Exchanges is a Feasible Budget Compromise Contact us
October 22, 2012 – SSR Index of Current-Quarter Healthcare Demand Growth, Final 3Q12 Estimate Contact us
October 15, 2012 – US Healthcare Demand Part 4: Cyclical Effects Contact us
October 1, 2012 – US Healthcare Demand Part 3: Reform Effects – ACA Looks Like a Headwind Contact us
September 17, 2012 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 3Q12 Estimate: Hospital Pricing Accelerates; Unit Demand Slows Contact us
September 17, 2012 – US Healthcare Demand Part 2: Secular Headwinds Contact us
September 4, 2012 – US Healthcare Demand, Part 1: ‘Baseline’ Growth Contact us
August 16, 2012 – SSR Index of Current-Quarter Demand Growth: Initial 3Q12 Estimates Contact us
August 8, 2012 – Co-Pay Cards: A Bottle for the Drug Pricing Genie Contact us
July 27, 2012 – Medicaid Eligibility Capped at 100 FPL: The Logical Outcome of the SCOTUS ACA Ruling Contact us
July 18, 2012 – SSR Index of Current-Quarter Demand Growth; Lowering Estimate Back to 3.1% from 3.3% Contact us
July 9, 2012 – Medicaid Post-SCOTUS: Nevermind Whether States Choose to Expand; It Appears States Have the Choice to Shrink Contact us
June 29, 2012 – ACA Post-SCOTUS – What Matters Now Contact us
June 18, 2012 – SSR Index of Current-Quarter Demand Growth; Raising Estimate to 3.3% from 3.1% Contact us
June 14, 2012 – The Mechanics of Commercial HMOs’ Gross Profits: Why MLRs Should Remain Stable Contact us
May 31, 2012 – The Apparent Link Between Employment and Healthcare Demand Contact us
May 17, 2012 – Why HMOs are Cheap, Despite Rising Utilization Contact us
May 16, 2012 – SSR Index of Current-Quarter Healthcare Services Demand Estimates Growth within 50bps, Before Earnings are Reported Contact us
May 2, 2012 – Is There a Cyclical Rebound in US Healthcare Demand? Evidence to Date from 1Q12 Results Contact us
April 16, 2012 – Healthcare Demand is (Cyclically) Improving Ahead of Estimates and Share Prices; Something Has to Give Contact us
March 27, 2012 – Why Losing the Individual Mandate is Good for HMOs, and other Earnings Consequences of Various Supreme Court Outcomes Contact us
March 12, 2012 – Accelerating Growth in Hospitals’, Physicians’ Offices and Other Care Settings’ Labor Hours Signals Improving Healthcare Contact us
February 26, 2011 – Large Cap Pharma’s Dependence on US List Price Growth is Unsustainable Contact us
February 6, 2012 – The Pro-Cyclical US Healthcare Thesis – Impact of ROW Economic Risks Contact us
January 24, 2012 – Hospitals’ Stable to Improving Net Pricing Power Contact us
January 12, 2012 – US Healthcare Demand Slow for Cyclical (i.e. Temporary) Reasons; Volume-Sensitive Names are Undervalued Contact us
November 14, 2011 – PBM Pricing Post-AWP – An Estimate of Sustainable Earnings Power Subscriber Access Contact us
October 24, 2011 – ACA at the Supreme Court – What You Should Know Subscriber Access Contact us
October 11, 2011 – Below Zero and Falling Fast: R&D Productivity as an Enterprise-Wide Crisis Contact us
October 6, 2011 – President’s Budget Proposal Points to More Pressure on Innovators Contact us
October 4, 2011 – A Detailed Comparison of the AWP Replacements: AMP v. NADAC Subscriber Access Contact us
September 26, 2011 – CMS Starts to (Kind of) Publish AMP – Why This Matters Contact us
September 9, 2011 – A Simple Formula for Drug (and Biotech and Spec Pharma) Stock Selection Contact us
August 18, 2011 – CMS Takes Concrete Steps Toward Replacing AWP Contact us
August 15, 2011 – The Market Appears to Misprice Risks to Healthcare Earnings from the Budget Control Act Contact us
August 3, 2011 – Healthcare and the Budget Control Act of 2011 Contact us
July 25, 2011 – ESRX, MHS, and the PBM Bear Case Contact us
July 11, 2011 – Why Employers Are Likely to Drop Health Insurance – A Simplified View Contact us
June 10, 2011 – What Next for the MLR Cycle? Contact us
May 24, 2011 – Can Shuffling the Deck Create Growth? Contact us
May 5, 2011 – The Thread Holding Generic Dispensing Margins Subscriber Access Contact us
April 27, 2011 – The (Unfortunate) Irrelevance of ACOs Contact us
April 6, 2011 – CMS Says AMP is Coming; Acquisition Cost Data Reduce Generic Costs 37% in ‘Bama; Why Ortho Demand May Slow in the Mid to Longer-Term Contact us
March 22, 2011 – Medicaid Cost Pressures Intensify on States; Negative for Hospitals and the Drug Trades Contact us
March 2, 2011 – Post-2014 Reform-Related Volume Gains are Modest Contact us
February 10, 2011 – PFE decides to shrink; HHS ends AWP; and, drug pricing hits a speedtrap Contact us
January 26, 2011 – Ranked Preferences across Healthcare, Sub-Sector by Sub-Sector Contact us
January 5, 2011 – Co-Pay Cards and the Stalling of Drug Rebate Growth Contact us
December 1, 2010 – Demand Trend Improves 4Q, Ortho & Commodity Suppliers Benefit Most; Why HDL-C Drugs May Be Bigger than You Think Contact us
November 10, 2010 – Uncertainty and Motive in Pharmacy Dispensing Mark-Ups Contact us
October 29, 2010 – Why Generic Dispensing Margins (Eventually) Must Fall Contact us
October 3, 2010 – What a Republican House Means for Health Reform Contact us
September 22, 2010 – The Skeptic’s Guide to Drug Stock Selection Contact us
September 7, 2010 – Why US Healthcare Demand Appears to Be Falling Contact us
August 24, 2010 – Single-Payor (read European) Governments and Your Healthcare Portfolio Contact us
July 30, 2010 – Consumers add Risk, Insurers add Power; Consequences for Providers and Suppliers Contact us
July 8, 2010 – Big Pharma’s Tenuous Grip on the Emerging Markets Contact us
June 15, 2010 – Why UNH and WLP Appear Better Positioned for Reform than AET or CI Contact us
May 26, 2010 – Why the Average Employer Will Drop Health Insurance in 2014 Contact us
May 10, 2010 – The Bigger Truth About Medicaid Drug Price Effects; PBM Price Competition; and Why Insurers Are Still a Buy Contact us
April 26, 2010 – The Practical Boundaries of Health Insurance Regulation Contact us
April 19, 2010 – Why the Market Assumes too Much Margin Pressure on Insurers, too Little on Innovators Contact us
April 5, 2010 – Why Insurers Work in a Recovery; Introducing our Model of Private Insurance Premiums and MLRs Contact us
March 29, 2010 – Three Reform Realities That Aren’t Priced In Contact us
March 18, 2010 – Handicapping the Whip Count – Odds Still Against Passage, But Margins Are Thin Contact us
March 10, 2010 – PBM Gross Margins – This Looks Like the End of the Cycle Contact us
March 4, 2010 – Last Chance Healthcare Reform – Betting the Ranch on a Weak Hand Contact us
February 26, 2010 – Post-Summit Health Politics – Why Large Scale Reforms Almost Certainly Cannot Pass Contact us
February 17, 2010 – Introducing our Healthcare Demand Model Contact us
February 3, 2010 – Health Insurers’ Anti-Trust Exemption Contact us
February 1, 2010 – Mopping Up Residual Reform Risks; Why Consensus Expectations at the Sub-Sector Level Don’t Add Up Contact us
January 20, 2010 – The Political (as opposed to Procedural) Death of Health Reform Contact us
January 12, 2010 – Gross Margin Expectations Too High for Pharma, Too Low for Insurers; Why the House Won’t Roll Over on Health Reform Contact us
December 21, 2009 – Prospects for Conference; HMO Relevance of New Senate Provisions; Re-Importation is Back Contact us
December 16, 2009 – Risks to Passage Remain Where They Have Been All Along – In Shifting Voter Opinions, & In the Gap Between the House and Senate Contact us
December 2, 2009 – The Biggest Health Reform Worry That No One Seems to be Watching; Labor’s Interests and Reform Prospects; and, Lessons from Massachusetts Contact us
November 17, 2009 – Why Health Reform Legislation Won’t Pass; More About Insurers’ 2010 Margins Contact us
November 2, 2009 – 2010 HMO and PBM GM’s Expand; The Public Plan Has the Blues Contact us
October 20, 2009 – Despite Near-Term Uncertainties, Health Insurers are Nearly 40 Percent Undervalued Contact us
October 6, 2009 – The New Abnormal: How Health Costs Derail Our Return to Historic Notions of Fiscal Balance Contact us
September 21, 2009 – Why the Senate Finance Health Reform Bill Doesn’t Work Contact us
September 6, 2009 – Health Reform Legislation is Unlikely to be Either Very Large or Very Complex; Risk to Insurers Falls Contact us
August 18, 2009 – The Political Economics and Investment Relevance of American Health Reform Contact us