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Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Worry? No Prepare for the inevitable? Yes

January 23, 2009

Analysis of:Pharma need not worry too much about President Obama | www.biovalley.ch

Campaign contributions are not the insulator to policy change suggested by the PharmTimes article. Hospitals can make policy change that will effect pharm revenues without public vote, and Medicare has run out of options to constrain spending on drugs. Drug price negotiations with federal programs, and the rationalization of drug selection will both effect pharmaceutical company revenues.

High-Tech Device Makers Will Be Pressured

January 23, 2009

Analysis of:Medical devices not immune to recession worries | www.boston.com

Most patients receiving high tech implantables (cardiac and orthopedic) are Medicare. Facilities providing these services have fixed payments which will remain flat or decrease in the constrained economic environment. Facilities will be under increased pressure to manage their costs, and implantables are the primary cost, and the one least managed in many facilites. Rationalizing which patient gets which implant, and which accessory and collatoral product, can drastically reduce overall implant cost. High-tech implant makers will feel the pressure on facilites to reduce implant costs. For non-medicare patients whose procedures are schedulable, foriegn travel also poses an earnings threat to US implant companies.

TRAVEL FOR CARE NOT A REGIONAL-ONLY MARKET

November 8, 2007

Analysis of:Health-Care Building Booms in Persian Gulf | online.wsj.com

Done right, the dubai Helahtcare City wil have multiple product lines Regional population care could be contributory, but is unlikely to be of significant margin Elective surgical procedures are the big-ticket / big-margin service/product line, and orthopedic and cosmetic surgery patients will travel for low price and high luxury in aftercare There may be humanitarian motivations, but the Emirates are looking for a business to replace the extraction industry which will mostly assuredly play out at some point - they are unlikely to miss the oppotunity to compete for the European and Western hemisphere market

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