Here at Nephron Research, we hope you and your family had a fantastic holiday season and were able to recharge a little bit. The new year certainly starts quickly for healthcare investors as attention turns to San Francisco & JP Morgan. We recognize that some of you might prefer to watch tepid releases like Abominable and Gemini Man on your respective flights. Our subscribers have indicated overwhelmingly that they’d prefer to gear up for the conference scrum with Nephron’s 2020 Outlook, published at the end of December. The full version, in all of its data-driven glory tipped the scales at a whopping 276 SLIDES covering exhaustive outlooks for Managed Care, Pharma Supply Chain/Pricing/Policy, as well as Healthcare IT, and Healthcare Facilities The team conducted a conference call with a more portable set of 62 slides that we think will give our subscribers a leg up in meetings no matter the creative location.
The following is a small sample from the published outlook. Please email firstname.lastname@example.org for follow up; we’d love the opportunity to show you how our model has made us “essential to our clients’ investment process”.
We show that market complacency around a benign regulatory environment in 2020 will prove ephemeral and more impactful in 2021
While the market appreciates the growth potential for the MA segment, we dig deeper showing the importance to overall managed care profit pools
With generic deflation back at historic levels, distributors generic program profits should return to growth over the course of 2020 (MCK is already there)
After a close miss on rebate reform in 2019, Payors/PBMs are shifting their business models from rebates/spread to fees/fulfillment