Today marks the first day of official research. We launched coverage of the Healthcare Services space with the publication of four macro analyses and 25 company reports. Covered subsectors include: Managed Care, Facilities, Pharmacies, Distributors, PBMs and Healthcare IT. Aggregate market cap of the 25 companies now covered by Nephron totals $800bn.
Macro publications include in depth analyses of the following topics:
- A Prescription for Amazon – examines the opportunities and obstacles Amazon will encounter in healthcare and considers the implications for pharma supply chain participants.
- The Transformative Effects of Retail Health – explores the radical transformation of payor and provider sales processes that will be required as healthcare transitions from a B2B to a B2C marketplace.
- Where Does the Money Go? – quantifies pharma supply chain profit pools, exploding the black box that conceals how PBMs, Distributors and Pharmacies make money.
- After EMR and Before Pop Health – investigates the state of the provider and payor HCIT marketplaces with a focus on the pace of electronic medical record and value based reimbursement adoption.
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