Its Initiation Day!

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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