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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

August 6, 2019 – The Prescription Drug Pricing Reduction Act (PDPRA)  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/19.08.06-The-Prescription-Drug-Pricing-Reduction-Act-PDPRA.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 30, 2019 – US Brand Rx net prices fall 4.1 percent in 1Q19; politics further decelerate list pricing gains, and expanding co-pay accumulator programs outrun manufacturers’ defenses  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/19.05.30-US-Brand-Rx-net-prices-fall-4.1-percent-in-1Q19.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 23, 2019 – Medicare for All: Why it Can’t Happen … Yet  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/19.04.23-Why-Medicare-for-all-can%E2%80%99t-happen-yet.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 1, 2019 – ANTM, CI, UNH: Have the commercial-predominant HMOs peaked?  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/19.04.01-ANTM-CI-UNH-Have-the-commercial-HMOs-peaked.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 18, 2019 – US Rx net prices fall 4.8 percent y/y in 4Q18; 2019 net price declines may worsen with expansion of co-pay accumulator progra  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/19.03.18-US-Rx-net-prices-fall-4.8-percent-yy-in-4Q18.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 18, 2019 -AMGN/MDCO/REGN/SNY: PCSK9 Pricing Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/19.02.18-AMGN-MDCO-REGN-SNY-PCSK9-pricing-update.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 6, 2019 -Rebate safe harbor proposed rule – Impact limited to Medicare and Medicaid MCOs; Commercial Rx sales likely unaffected  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/19.02.06-Rebate-safe-harbor-proposed-rule-impact-limited-to-Medicare-Medicaid-MCOs.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 16, 2010 – Moving WMT out of CVS’ retail pharmacy networks makes no obvious sense  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/19.01.16-Moving-WMT-out-of-CVS%E2%80%99-networks-makes-no-obvious-sense.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 4, 2019 – BMY/CELG – Patents-based pipeline analysis implies NEWCO more than 40 percent undervalued  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/19.01.04-BMY-CELG-Patents-based-pipeline-analysis-implies-NEWCO-more-than-40-percent-undervalued.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 17, 2018 – Overturned in the Northern District of Texas, the ACA Heads to the 5th Circuit, and Perhaps to SCOTUS  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.12.17-Overturned-in-the-Northern-District-of-Texas-the-ACA-Heads-to-the-5th-Circuit.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 12, 2018 – US Rx Net Prices Fall 5.1 percent (real) in 3Q18  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.12.12-US-Rx-net-prices-fall-5.1-percent-real-in-3Q18.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 19, 2018 – AMZN & OMI: Two Birds, One Stone?  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.11.19-AMZN-OMI-Two-birds-one-stone.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 4, 2018 – The International Pricing Index (IPI), and Who’s Most Affected (AMGN, Roche, UCB)  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.11.04-International-Pricing-Index-IPI-and-who%E2%80%99s-most-affected-AMGN-Roche-UCB.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 28, 2018 – AMGN’s Clever Curveball  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.10.28-AMGNs-clever-curveball.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 8, 2018 – AMRN: Priced for Perfection   [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.10.08-AMRN-priced-for-perfection.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 25, 2018 – Co-Pay Accumulators: Analysis of Company Level Effects  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.09.25-Co-pay-accumulators-analysis-of-company-level-effects.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 20, 2018 – Drug & Biotech Companies with Undervalued Pipelines: Updated View  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.09.20-Drug-biotech-companies-with-undervalued-pipelines-updated-view.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 11, 2018 – The Co-Pay Accumulator Playbook  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.09.11-The-co-pay-accumulator-playbook.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 4, 2018 – US Rx Brand Prices Fall 5.8 percent  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.09.04-US-Rx-brand-prices-fall-5.8-percent.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 8, 2018 – Prescription Drug Rebates and the AKS Safe Harbor  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.08.08-Prescription-drug-rebates-and-the-AKS-safe-harbor.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 19, 2018 – AMZN v. Traditional Pharmacy (PBM, Drug Retail, Drug Wholesale) = Netflix v. Blockbuster. Here’s Why  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.07.19-AMZN-v-traditional-pharmacy-Netflix-v-Blockbuster.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 10, 2018 – US Drug Pricing: A Closer Look at Removing the 100 percent Limit on Medicaid Rebates  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.07.10-Closer-look-at-removing-the-100-percent-limit-on-Medicaid-drug-rebates.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 18, 2018 – Rx brand US net pricing as of 1Q18: Analysis of company level patterns  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.06.18-Rx-brand-US-net-pricing-as-of-1Q18-company-level-patterns.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 4, 2018 – U.S. Rx Brand Pricing Fell 5.6 percent (real) in 1Q18 – Blame Co-Pay Accumulators  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.06.04-US-Rx-brand-pricing-fell-5.6-in-1Q18-%E2%80%93-blame-copay-accumulators.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 15, 2018 – The White House on Drug Pricing: “There’s a press event Friday, give me every idea you’ve got”  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.05.15-White-House-on-drug-pricing.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 22, 2018 – BMY, MRK, and 1st-line NSCLC: Estimating patient shares in the wake of Keynote-189 and Checkmate-227  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.04.22-BMY-MRK-and-1st-line-NSCLC-Estimating-patient-shares.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 17, 2018 – Co-Pay Accumulators: Who’s Most at Risk (ABBV, GILD, UCBJY, ALIOY, AMGN); Manufacturers’ Options for Limiting Their Effect  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.04.17-Copay-accumulators-ABBV-GILD-UCB-ALIOY-AMGN-most-at-risk.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 3, 2018 – WMT/HUM: Quick First Read Shows Little Compelling Benefit  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.04.03-WMT-HUM-Quick-First-Read-Shows-Little-Compelling-Benefit.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 28, 2018 – US Rx brand real net pricing fell 1.1 percent in 4Q17; update and analysis of company outliers  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.03.28-US-Rx-brand-real-net-pricing-fell-1.1-percent-in-4Q17.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 20, 2018 – AMGN/REGN/SNY: Top-line ODYSSEY results do not show a mortality benefit  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.03.20-AMGN-REGN-SNY-Top-line-ODYSSEY-results.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 26, 2018 – BIVV/Roche/SHPG/NVO: Hemlibra global sales potential $3.0 – $5.2B; reduces global factor VIII demand by 25-55%, bypass agent demand by 90+%  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.02.26-BIVV-Roche-SHPG-NVO-Hemlibra-global-sales-potential-3.0-5.2B.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 8, 2018 – BMY/MRK: Why CM227 is very good news for BMY, and not such bad news for MRK  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.02.08-CM227-very-good-for-BMY-not-so-bad-for-MRK.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 5, 2018 – NVO/LLY: Ozempic (semaglutide) resets the bar for glycemic efficacy; consensus GLP-1 expectations appear too low  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.02.05-NVO-LLY-GLP1-expectations-too-low.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 30, 2018 – AMZN, BRK.A/.B, and JPM Look Set to Fire (or at least seriously trim back the roles of) Their Healthcare Agents  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.01.30-AMZN-BRK-JPM-Look-to-Fire-Healthcare-Agents.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 15, 2018 – Drug & Biotech Companies with Undervalued Pipelines: Updated View  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/18.01.16-Biopharma-companies-with-undervalued-pipelines-updated-view.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 18, 2017 – US Brand Net Pricing Growth 0.2% in 3Q17  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.12.18-US-Brand-net-pricing-growth-0.2-in-3Q17.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 4, 2017 – AMZN: A Pharmacy Role Beyond Rx Fulfillment  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.12.04-AMZN-Pharmacy-role-beyond-rx-fulfillment.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 5, 2017 – AMZN: How to enter (and ultimately dominate) pharmacy  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.11.05-AMZN-How-to-enter-and-dominate-pharmacy.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 22, 2017 – Puerto Rico Pharma Supply Part 2: Who has back-up sites off the island?  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.10.22-Puerto-Rico-pharma-supply-part-2.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 11, 2017 – Reliance on Puerto Rico Manufacturing, by Major Pharmaceutical Firm  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.10.11-Reliance-on-PR-manufacturing-by-major-pharma-firm_UPDATE.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 28, 2017 – AMGN: Tempering Repatha Expectations in the Wake of Conservative ACC/NLA Recommendations  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.09.28-AMGN-Tempering-Repatha-expectations.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 19, 2017 – US Rx brand price inflation falls to 1.3% in real terms  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.09.19-US-Rx-brand-price-inflation-falls-to-1.3-in-real-terms.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 16, 2017 -ABBV: The Contrarian Case for US Humira Trend  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.08.16-ABBV-The-contrarian-case-for-US-Humira-trend.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 13, 2017 – Repeal / Replace is Dead – What Happens Next  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.08.13-Repeal-replace-is-dead-%E2%80%93-what-happens-next.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 16, 2017 – Pricing Power and New Product Flow as a Basis for Biopharma Stock Selection  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.07.16-Pricing-and-new-product-flow-biopharma-stock-selection.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 26, 2017 – Senate Health Bill: Odds Slightly Against Passage; Would Effectively Shift Medicaid Beneficiaries to Private Insurance  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.06.26-Senate-health-bill-odds-slightly-against-passage.pdf”  target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 12, 2017 Drug & Biotech Companies with Undervalued Pipelines: Updated View  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.06.12-Drug-biotech-companies-with-undervalued-pipelines-updated-view.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 5, 2017 – US Rx net pricing trend through 1Q17  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.06.06-US-Rx-net-pricing-trend-through-1Q17.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 22, 2017 – BMY/MRK/Roche/AZN/INCY: Text analysis of ASCO 2017 abstracts for checkpoint research activity  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.05.22-BMY-MRK-Roche-AZN-INCY-ASCO-2017-checkpoint-activity.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
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  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.05.18-ABBV-US-Humira-trend.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 4, 2017 – AHCA: Welcome to Today’s Vote, Here’s Your Program  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.05.04-AHCA-Welcome-to-today%E2%80%99s-vote-here%E2%80%99s-your-program.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 1, 2017 – Roche: The Bull Case for Ocrevus, and the Corresponding Bear Case for BIIB  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.05.01-Ocrevus-Bull-case-for-ROCHE-Bear-case-for-BIIB.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
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  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.04.20-AMGN-Part-D-Repatha-OOP-costs.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 5, 2017 – US Rx net pricing trend through 4Q16  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.04.05-US-Rx-net-pricing-trend-through-4Q16.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 2, 2017 – AMGN: Repatha potential as much as 4X higher than consensus  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.04.02-AMGN-Repatha-potential-as-much-as-4X-higher-than-consensus.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 16, 2017 – RINO Stampede: Why the Republican Left will Kill the AHCA  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.03.16-RINO-Stampede-Why-the-Republican-Left-will-Kill-the-AHCA.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 14, 2017 – Drug & Biotech Companies with Undervalued Pipelines  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.03.14-Drug-and-biotech-cos-with-undervalued-pipelines.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 8 2017 – Health reform bill would shrink Medicaid, and slow its growth; the bill is unlikely to pass in its present form  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.03.08-Health-reform-bill-would-shrink-Medicaid-and-slow-its-growth.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 2, 2017 – The (Senate) Politics of Medicaid Reform; Why Medicaid Shrinks Under Block Grants; Who Wins or Loses  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.03.02-Senate-politics-of-Medicaid-reform.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 23, 2017 – BMY: A Comprehensive Look at Immuno-Oncology’s Next-Generation Approaches, and Why BMY is Best Positioned  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.02.23-Next-gen-IO-approaches-and-why-BMY-is-best-positioned.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 1, 2017 – BMY: Opdivo/Yervoy For Sale, Current Bid: $0. Seems a Bit Low  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/17.02.01-BMY-Opdivo-Yervoy.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
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  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/16.01.05-Balance-of-power-between-VRX-and-formulary-mgrs.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 9, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/15.12.09-New-product-approvals-portfolios-supporting-data-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 7, 2015 – Why Adverse Selection Pressures are Building Rapidly on the HIEs  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/15.12.07-Adverse-selection-pressures-building-on-HIEs_CORRECTED.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
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  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.11.12-ABBV-Viekira-Pak-AERS-and-Humira-pricing.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 27, 2015 – WBA/RAD: Strategic Rationale; Estimate of FTC-Related Divestitures  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.10.27-WBA-RAD-Strategic-rationale-and-est-of-FTC-related-divestitures.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 26, 2015 – Drug & Biotech Companies with Undervalued Pipelines: Updated (and Expanded) List  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.10.26-Drug-and-biotech-cos-with-undervalued-pipelines-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 23, 2015 – ABBV: FDA Re-labelling of Viekira Pak  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.10.23-ABBV-FDA-relabelling-of-Viekira-Pak.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 22, 2015 – VRX: Belt & Braces Analysis of US Rx Price / Volume. Price Still Wins  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.10.22-VRX-analysis-of-US-price-volume.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 14, 2015 – While Gulliver Slept: The Rapid Pace and Fragile Pre-Conditions of VRX’s US Pricing Power  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.10.14-Pace-and-preconditions-of-VRX-US-pricing-power.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 30, 2015 – The US Congress and Prescription Drug Pricing  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/wp-content/uploads/secure/15.09.30-Congress-and-Rx-drug-pricing.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 28, 2015 – Emerging Market Demand for Western Pharma Brands Slowing; NVS most affected, ABBV least  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.09.28-Emerging-market-demand-for-western-pharma-brands-slowing.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 16, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.09.16-New-product-approvals-portfolios-supporting-data-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 8, 2015 – Why US Brand Rx Pricing Has Stalled, and Who’s Most at Risk  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.09.08-Why-US-brand-Rx-pricing-has-stalled-whos-at-risk.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 28, 2015 – ABBV: A Reluctant Farewell to the HCV Bull Case  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.07.28-ABBV-A-reluctant-farewell-to-HCV-bull-case.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 26, 2015 – SNY/REGN: Eligible Patients and Sales Potential for Praluent  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.07.26-SNY-REGN-Eligible-patients-and-sales-pot-for-Praluent.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 23, 2015 – US Generic Inflation Pauses in 2Q15, But is Very Likely to Resume  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.07.23-Gx-inflation-pauses-in-2q15-but-likely-to-resume.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 15, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.07.15-New-product-approvals-portfolios-supporting-data-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 6, 2015 – Drug & Biotech Companies with Undervalued Pipelines: Updated (and Expanded) List  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.07.06-Drug-and-biotech-cos-w-undervalued-pipelines.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 23, 2015 – CVS/TGT: What Does the Store-In-Store Strategy Mean for RAD?  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.06.23-What-does-store-in-store-strategy-mean-for-RAD.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 16, 2015 – SNY/REGN: When to Expect Outcomes Data for Praluent  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.06.16-SNY-REGN-When-to-expect-outcomes-data-for-Praluent.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 16, 2015 – A Strategic Look at CVS/TGT; Why We’re Still Bullish on RAD  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.06.16-Strategic-look-at-CVS-TGT.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 7, 2015 – ACA at the Supreme Court: Subsidies Are Here to Stay, Even if SCOTUS Finds for King   [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.06.07-ACA-at-the-SCOTUS.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 2, 2015 – US Drug Pricing Stalls. Uh-Oh …  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.06.02-US-Drug-Pricing-Stalls.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 4, 2015 – A WBA/RAD or CVS/RAD NEWCO as a Counterweight to Narrowing Retail Pharmacy Networks  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.05.04-WBA-CVS-RAD-A-Newco-as-counterweight-to-narrowing-retail-networks.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 4, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.05.04-New-product-approvals-portfolios-supporting-data-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 21, 2015 – ABC/CAH/MCK: US Generic Inflation Continues in 1Q15  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.04.21-US-Generic-inflation-continues-in-1Q15.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 15, 2015 – ABBV/PCYC: Imbruvica and ABT-199 are Synergistic  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.04.15-ABBV-PCYC-Imbruvica-and-ABT199-are-synergistic.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 13, 2015 – SNY: The (multi-faceted) Bull Case  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.04.13-SNY-the-bull-case.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 6, 2015 – CVS, MCK, RAD, WBA: How WBA or CVS can fight narrowing retail networks – buy RAD  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.04.06-WBA-CVS-can-fight-narrowing-networks-by-buying-RAD.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 30, 2015 – AMGN, SNY, REGN, LLY, MRK, & ESPR: PCSK9 v. CETP v. ETC-1002  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.03.30-PCSK9-v-CETP-v-ETC1002.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 17, 2015 – AMGN, REGN, SNY: Bull Case for PCSK9’s; COGS a Major Advantage for SNY/REGN  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.03.17-AMGN-REGN-SNY-Bull-case-for-PCSK9.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 12, 2015 – ABBV/PCYC: Imbruvica’s US Pricing Has Room to Grow  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.03.12-ABBV-PCYC-Imbruvica-US-pricing-has-room-to-grow.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 25, 2015 – WBA, CVS, RAD: There Are Simply Too Many Pharmacies & Now it Starts to Matter  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.02.25-WBA-CVS-RAD-There-are-simply-too-many-pharmacies.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 15, 2015 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.02.17-New-product-approvals-portfolios-supporting-data-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 9, 2015 – Motive & Opportunity: The Convoluted Tale of Generic Price Inflation  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.02.09-Motive-and-opportunity-gx-price-inflation.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 5, 2015 – Why ABBV is Still a Value  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.02.05-Why-ABBV-is-still-a-value.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 23, 2015 – The Bull Case for SNY’s Diabetes Franchise – Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.01.23-Bull-case-for-SNY-diabetes-franchise-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 20, 2015 – The Outlook for Brand Drug Pricing Part 1: The Traditional Large-Cap Pharmaco’s  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.01.20-Outlook-for-brand-drug-pricing-part-I.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 9, 2015 – Flu Effects on 4Q14 Earnings  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.01.09-Flu-effects-on-4q14-earnings.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 6, 2015 – R&D:Sales Ratios Will Fall, Meaning AZN & LLY are Cheap, Research Tools & Services are Expensive  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/15.01.06-RD-to-Sales-ratios-will-fall.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 22, 2014 – ABBV HCV Regiment Approved; Further Upward Revisions to Consensus Likely  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.12.08-New-product-approval-portfolios-supporting-data-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 8, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.12.08-New-product-approval-portfolios-supporting-data-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 5, 2014 – The Bull Case for SNY’s Diabetes Franchise  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.12.05-Bull-case-for-SNY-diabetes-franchise.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 20, 2014 – Relative Price & Value of pre-Phase III Pipelines for the 23 Largest Drug & Biotech Companies – Updated View  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.11.20-Price-and-value-of-pre-phase-III-pipelines-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 17, 2014 – Hold-Out States Will Expand Medicaid – Just Ask History  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.11.17-Hold-out-states-_will_-expand-Medicaid.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 11, 2014 – SCOTUS Round II: Does King Really Matter?  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.11.11-SCOTUS-2-does-King-really-matter.docx.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 6, 2014 – What Healthcare Stocks’ Share Prices Imply about Future Growth, and How this Squares (or not) with Fundamentals  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.11.06-Healthcare-share-prices-future-growth-fundamentals.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 20, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.10.20-New-product-approvals-portfolios-supporting-data-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 14, 2014 – WAG/RAD: Pressure on generic dispensing margins likely to be much more permanent than guidance implies  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.10.14-WAG-RAD-pressure-on-generic-dispensing-margins.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 6, 2014 – Healthcare & the Midterm Elections: Everything You Need to Know  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.10.06-Healthcare-the-midterm-elections.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 22, 2014 – GILD’s Generic Co-opetition: Little Impact on Global HCV Estimates, or to ABBV / ENTA Bull Case  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.09.22-GILDs-generic-co-opetition.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 2, 2014 – ABBV (and ENTA): The Corvette(s) to GILD’s Ferrari  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.09.02-ABBV-and-ENTA-Corvettes-to-GILDs-Ferrari.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 26, 2014 – Relative Price & Value of pre-Phase III Pipelines for the 23 Largest Drug & Biotech Companies – Updated View  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.08.26-Price-and-value-of-pre-phase-III-pipelines-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 12, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.08.12-SSR-Health-new-product-approvals-portfolio.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 7, 2014 – CORRECTION: GILD v. ABBV: An In-Depth Review of Global Sales Prospects for Current-Generation Hepatitis C Treatments  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.08.07-GILD-v-ABBV-in-depth-hepatitis-c-review-CORRECTION.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 28, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Final 2Q14 Estimates  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.07.28-SSR-index-of-intraquarter-demand-growth-final-2q14-est.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 10, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.07.10-SSR-Health-new-product-approval-portfolios-supporting-data-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 7, 2014 – The Bull Case for Specialty Drug Pricing  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.07.07-Bull-case-for-specialty-drug-pricing.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 25, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Interim 2Q14 Estimates  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.06.25-SSR-index-of-intraquarter-demand-growth-interim-2q14-est.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 24, 2014 – Net HIE Premiums Growing Faster Than Incomes; This is Likely to Accelerate  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.06.24-Net-HIE-premiums-growing-faster-than-incomes.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 17, 2014 – Early Look at 2015 HIE Rates: Avg. Increase = 10%  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.06.17-Early-look-at-2015-HIE-rates.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 10, 2014 – Large Pharma’s ‘Established’ & ‘Growth’ NEWCOs: A Solomonic Path to More Efficient R&D?  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.06.10-Large-pharma-established-and-growth-newcos.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 3, 2014 – SSR Health New Product Approval Portfolios & Supporting Data Update  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.sector-sovereign.com/wp-content/uploads//ftr_hc/14.06.03-SSR-Health-new-product-approval-portfolio-update.pdf” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 23, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Initial 2Q14 Estimates
  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=1011″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 8, 2014 – Co-Pay Cards & the Stalling of Drug Rebate Growth Part II – The HIE ‘Test Case’
  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=995″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 7, 2014 – Relative Price & Value of pre-Phase III Pipelines for the 23 Largest Drug & Biotech Companies – Updated View  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=939″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 5, 2014 – MRK: R&D Productivity, as Compared to Peers  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=952″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 28, 2014 – SSR Health New Product Approval Portfolios & Supporting Data  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=910″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 23, 2014 – PFE/AZN: R&D Productivity in the Context of a Theoretical Merger  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=888″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 21, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Final 1Q14 Estimates  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=873″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 16, 2014 – Medicaid HMOs: Growth Prospects Undervalued  [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=860″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 14, 2014 – ACA Enrollment Round-Up [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=752″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 7, 2014 – Index of Generic Drug Acquisition Costs Now Available to Pharmacies Nationwide [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=496″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 2, 2014 – The Bull Case for PCSK9 (AMGN, SNY, REGN, PFE): Why Estimates Are Too Low [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2014/04/02/the-bull-case-for-pcsk9-amgn-sny-regn-pfe-why-estimates-are-too-low/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 25, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Interim 1Q14 Estimates [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2014/03/25/ssr-index-of-current-quarter-healthcare-demand-growth-interim-1q14-estimates/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 5, 2014 – The Trouble with Hospital Pricing [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2014/03/05/the-trouble-with-hospital-pricing/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 26, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Initial 1Q14 Estimates [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2014/02/26/ssr-index-of-current-quarter-healthcare-demand-growth-initial-1q14-estimates/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/product/ssr-index-of-current-quarter-healthcare-demand-growth-initial-1q14-estimates/” target=””]Purchase pdf[/button]
February 20, 2014 – ACA Enrollment and Adverse Selection Pressures – An Update [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2014/02/20/aca-enrollment-and-adverse-selection-pressures-an-update/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 19, 2014 – Harvest Time for the Bill Collectors? The ACA’s Narrow Hospital Networks May Spur Demand for Revenue Cycle Management (RCM) Services [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=432″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 3, 2014 – Your (HIE-based) Plan Doesn’t Cover That: A Comparison of Drug Formularies On and Off the Health Insurance Exchanges [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=444″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 21, 2014 – SSR Index of Current-Quarter Healthcare Demand Growth: Final 4Q13 Estimates and Thoughts on National Health Expenditure Data [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2014/01/21/ssr-index-of-current-quarter-healthcare-demand-growth-final-4q13-estimates-and-thoughts-on-national-health-expenditure-data/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 20, 2014 – Adverse Selection on the HIEs – It’s Not (Just) About the Federal Website [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2014/01/20/adverse-selection-on-the-hies-its-not-just-about-the-federal-website/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 19, 2014 – Drug Benefit Chicken: An Analysis of Benefit Designs on the Health Insurance Exchanges [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=465″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 7, 2014 – MRK v. AMGN: A Comparison of R&D Productivity [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2014/01/07/mrk-v-amgn-a-comparison-of-rd-productivity/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 5, 2014 – Relative Price and Value of pre-Phase III Pipelines for the 22 Largest Drug & Biotech Companies [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2014/01/05/relative-price-and-value-of-pre-phase-iii-pipelines-for-the-22-largest-drug-biotech-companies/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 17, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth: Interim 4Q13 Estimates [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2013/12/17/342/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 15, 2013 – Why Adverse Selection is Likely on the HIEs: A Simple Model of Enrollment Behavior Estimates [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=604″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 1, 2013 – Higher Premiums – and Higher Deductibles: An Analysis of Health Plans on Offer in 2014 [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=631″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 26, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth: Initial 4Q13 Estimates [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=647″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 19, 2013 – NVS: Share of Peer Group R&D Spending Exceeds Share of Peer Group Innovation Produced [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=662″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 17, 2013 – ACA: Web Problems and Political Drama are Temporary. Ambivalence of the Uninsured is Permanent [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=699″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 24, 2013 – LLY: Whether High R&D/Sales is Defensible – an Empiric Dissent [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=683″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 23, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth: Inputs Delayed by Shutdown; Early Read Indicates Strong Flu Season [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=724″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 17, 2013 – DVA / FMS: Generic Epogen Accretive to EPS [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=739″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 24, 2013 – A Simple Yardstick for HIE Enrollment: CBO’s Revised Estimate Looks Like an Outer Bound [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=768″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 18, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 3Q13 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=784″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 17, 2013 – Update on Generic Dispensing Margins: Even Ahead of the CMS Final Rule, AWP is no Longer the Prevailing Medicaid Standard [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=797″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 11, 2013 – SSR Health’s Hidden Pipeline Analysis: Relative Price and Value of pre-Phase III Pipelines [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2013/09/11/ssr-healths-hidden-pipeline-analysis-relative-price-and-value-of-pre-phase-iii-pipelines-and-relative-rates-of-rd-productivity-for-the-23-largest-drug-biotech-companies/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 4, 2013 – Evidence of Rate Shock on the Individual HIEs: Weak at Best [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 30, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Initial 3Q13 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 27, 2013 – Medicaid HMOs: More Growth, Less Risk [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 7, 2013 – Health Insurers’ Participation on the Health Insurance Exchanges; and, Current-Market Premium and MLR Patterns by State [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 22, 2013 – Premium Inflation on the HIEs – Case Study of the California Individual Market [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 18, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Final 2Q13 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 8, 2013 – The Practical Relevance of the Employer Mandate Delay [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 26, 2013 – The SSR Healthcare Quarterly, Inaugural Edition [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 20, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 2Q13 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 28, 2013 – PBM Bear Thesis Update: The AWP Alternatives Will Soon Be Here [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 20, 2013 – SSR Index of Current Quarter Healthcare Growth, Initial 2Q13 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 16, 2013 – Buckle Up! A Summary of Adverse Selection Pressures on Health Insurance Exchanges [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 7, 2013 – Cheap, Shy, or Just Misbehaving? PFE Sells Viagra Direct to Consumers [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 29, 2013 – Why Smaller Employers Will Shift to Self-Funding; Who Wins and Loses [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 19, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Final 1Q13 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 9, 2013 – SSR Index of Drug and Biotech Pipeline Values [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2013/04/09/ssr-index-of-drug-and-biotech-pipeline-values/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 2, 2013 – Private Health Exchanges: Why They’re Coming; What They Mean [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 20, 2013 – WAG/ABC – Quick Strategic Read-thru; Better for WAG than ABC [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 19, 2013 – The Razorback Alternative: Is Arkansas’ Medicaid Game Plan a Blueprint for Others? [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 18, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 1Q13 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 11, 2013 – Hedge Hospital Pricing Risks with Non-Rx Consumables [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 4, 2013 – The Medicaid Expansion & Why Hospital Pricing Peaks in 2013 [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 26, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Initial 1Q13 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 11, 2013 – Investment Recommendations Across Healthcare, by Sub-Sector [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 17, 2013 – SSR Index of Current-Quarter Healthcare Demand Growth, Final 4Q12 Estimate – Expecting a Flu-Related Spike [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 16, 2013 – Flu Effects on US Health Demand [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 15, 2013 – The Incredibly Slow (But Very Nearly Certain) Death of AWP [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 18, 2012 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 4Q12 Estimate – Look for a Flu-Related Spike [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 17, 2012 – Why Medicaid Eligibility Will (Still) Level Off at 100 FPL [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 4, 2012 – A Simple Formula for Drug (and Biotech and Spec Pharma) Stock Selection – Updated [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=577″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 19, 2012 – SSR Index of Current-Quarter Healthcare Demand Growth, Initial 4Q12 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 8, 2012 – An Index of the Value in Large Cap PharmaCos’ Mid- to Early-Stage Pipelines [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2012/11/08/an-index-of-the-value-in-large-cap-pharmacos-mid-to-early-stage-pipelines/” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
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 [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 22, 2012 – SSR Index of Current-Quarter Healthcare Demand Growth, Final 3Q12 Estimate [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 15, 2012 – US Healthcare Demand Part 4: Cyclical Effects [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 1, 2012 – US Healthcare Demand Part 3: Reform Effects – ACA Looks Like a Headwind [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 17, 2012 – SSR Index of Current-Quarter Healthcare Demand Growth, Interim 3Q12 Estimate: Hospital Pricing Accelerates; Unit Demand Slows [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 17, 2012 – US Healthcare Demand Part 2: Secular Headwinds [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 4, 2012 – US Healthcare Demand, Part 1: ‘Baseline’ Growth [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 16, 2012 – SSR Index of Current-Quarter Demand Growth: Initial 3Q12 Estimates [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 8, 2012 – Co-Pay Cards: A Bottle for the Drug Pricing Genie [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 27, 2012 – Medicaid Eligibility Capped at 100 FPL: The Logical Outcome of the SCOTUS ACA Ruling [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 18, 2012 – SSR Index of Current-Quarter Demand Growth; Lowering Estimate Back to 3.1% from 3.3% [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 9, 2012 – Medicaid Post-SCOTUS: Nevermind Whether States Choose to Expand; It Appears States Have the Choice to Shrink [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 29, 2012 – ACA Post-SCOTUS – What Matters Now [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 18, 2012 – SSR Index of Current-Quarter Demand Growth; Raising Estimate to 3.3% from 3.1% [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 14, 2012 – The Mechanics of Commercial HMOs’ Gross Profits: Why MLRs Should Remain Stable [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 31, 2012 – The Apparent Link Between Employment and Healthcare Demand [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 17, 2012 – Why HMOs are Cheap, Despite Rising Utilization [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 16, 2012 – SSR Index of Current-Quarter Healthcare Services Demand Estimates Growth within 50bps, Before Earnings are Reported [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 2, 2012 – Is There a Cyclical Rebound in US Healthcare Demand? Evidence to Date from 1Q12 Results [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 16, 2012 – Healthcare Demand is (Cyclically) Improving Ahead of Estimates and Share Prices; Something Has to Give [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 27, 2012 – Why Losing the Individual Mandate is Good for HMOs, and other Earnings Consequences of Various Supreme Court Outcomes [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 12, 2012 – Accelerating Growth in Hospitals’, Physicians’ Offices and Other Care Settings’ Labor Hours Signals Improving Healthcare [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 26, 2011 – Large Cap Pharma’s Dependence on US List Price Growth is Unsustainable [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 6, 2012 – The Pro-Cyclical US Healthcare Thesis – Impact of ROW Economic Risks [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 24, 2012 – Hospitals’ Stable to Improving Net Pricing Power [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 12, 2012 – US Healthcare Demand Slow for Cyclical (i.e. Temporary) Reasons; Volume-Sensitive Names are Undervalued [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 14, 2011 – PBM Pricing Post-AWP – An Estimate of Sustainable Earnings Power [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=524″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 24, 2011 – ACA at the Supreme Court – What You Should Know [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/2011/10/24/aca-at-the-supreme-court-what-you-should-know//” target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 11, 2011 – Below Zero and Falling Fast: R&D Productivity as an Enterprise-Wide Crisis [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 6, 2011 – President’s Budget Proposal Points to More Pressure on Innovators [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 4, 2011 – A Detailed Comparison of the AWP Replacements: AMP v. NADAC [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=503″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 26, 2011 – CMS Starts to (Kind of) Publish AMP – Why This Matters [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 9, 2011 – A Simple Formula for Drug (and Biotech and Spec Pharma) Stock Selection [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 18, 2011 – CMS Takes Concrete Steps Toward Replacing AWP [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 15, 2011 – The Market Appears to Misprice Risks to Healthcare Earnings from the Budget Control Act [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 3, 2011 – Healthcare and the Budget Control Act of 2011 [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 25, 2011 – ESRX, MHS, and the PBM Bear Case [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 11, 2011 – Why Employers Are Likely to Drop Health Insurance – A Simplified View [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 10, 2011 – What Next for the MLR Cycle? [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 24, 2011 – Can Shuffling the Deck Create Growth? [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 5, 2011 – The Thread Holding Generic Dispensing Margins [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/?p=512″ target=””]Subscriber Access[/button] [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 27, 2011 – The (Unfortunate) Irrelevance of ACOs [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
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 [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 22, 2011 – Medicaid Cost Pressures Intensify on States; Negative for Hospitals and the Drug Trades [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 2, 2011 – Post-2014 Reform-Related Volume Gains are Modest [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 10, 2011 – PFE decides to shrink; HHS ends AWP; and, drug pricing hits a speedtrap [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 26, 2011 – Ranked Preferences across Healthcare, Sub-Sector by Sub-Sector [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 5, 2011 – Co-Pay Cards and the Stalling of Drug Rebate Growth [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 1, 2010 – Demand Trend Improves 4Q, Ortho & Commodity Suppliers Benefit Most; Why HDL-C Drugs May Be Bigger than You Think [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 10, 2010 – Uncertainty and Motive in Pharmacy Dispensing Mark-Ups [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 29, 2010 – Why Generic Dispensing Margins (Eventually) Must Fall [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 3, 2010 – What a Republican House Means for Health Reform [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 22, 2010 – The Skeptic’s Guide to Drug Stock Selection [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 7, 2010 – Why US Healthcare Demand Appears to Be Falling [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 24, 2010 – Single-Payor (read European) Governments and Your Healthcare Portfolio [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 30, 2010 – Consumers add Risk, Insurers add Power; Consequences for Providers and Suppliers [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
July 8, 2010 – Big Pharma’s Tenuous Grip on the Emerging Markets [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
June 15, 2010 – Why UNH and WLP Appear Better Positioned for Reform than AET or CI [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 26, 2010 – Why the Average Employer Will Drop Health Insurance in 2014 [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
May 10, 2010 – The Bigger Truth About Medicaid Drug Price Effects; PBM Price Competition; and Why Insurers Are Still a Buy [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 26, 2010 – The Practical Boundaries of Health Insurance Regulation [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 19, 2010 – Why the Market Assumes too Much Margin Pressure on Insurers, too Little on Innovators [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
April 5, 2010 – Why Insurers Work in a Recovery; Introducing our Model of Private Insurance Premiums and MLRs [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 29, 2010 – Three Reform Realities That Aren’t Priced In [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 18, 2010 – Handicapping the Whip Count – Odds Still Against Passage, But Margins Are Thin [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 10, 2010 – PBM Gross Margins – This Looks Like the End of the Cycle [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
March 4, 2010 – Last Chance Healthcare Reform – Betting the Ranch on a Weak Hand [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 26, 2010 – Post-Summit Health Politics – Why Large Scale Reforms Almost Certainly Cannot Pass [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 17, 2010 – Introducing our Healthcare Demand Model [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 3, 2010 – Health Insurers’ Anti-Trust Exemption [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
February 1, 2010 – Mopping Up Residual Reform Risks; Why Consensus Expectations at the Sub-Sector Level Don’t Add Up [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 20, 2010 – The Political (as opposed to Procedural) Death of Health Reform [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
January 12, 2010 – Gross Margin Expectations Too High for Pharma, Too Low for Insurers; Why the House Won’t Roll Over on Health Reform [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
December 21, 2009 – Prospects for Conference; HMO Relevance of New Senate Provisions; Re-Importation is Back [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
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 [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
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 [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 17, 2009 – Why Health Reform Legislation Won’t Pass; More About Insurers’ 2010 Margins [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
November 2, 2009 – 2010 HMO and PBM GM’s Expand; The Public Plan Has the Blues [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 20, 2009 – Despite Near-Term Uncertainties, Health Insurers are Nearly 40 Percent Undervalued [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
October 6, 2009 – The New Abnormal: How Health Costs Derail Our Return to Historic Notions of Fiscal Balance [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 21, 2009 – Why the Senate Finance Health Reform Bill Doesn’t Work [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
September 6, 2009 – Health Reform Legislation is Unlikely to be Either Very Large or Very Complex; Risk to Insurers Falls [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]
August 18, 2009 – The Political Economics and Investment Relevance of American Health Reform [button style=”grey” float=”” margin=”10″ size=”small” link=”http://www.ssrhealth.com/contact/” target=””]Contact us[/button]

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