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All News Analyses by this Author

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Novartis, Sleeping Giant Wakes-Up in China

November 6, 2009

Analysis of:Novartis to invest US$ 1 bn to build largest pharma R&D institute in China | www.pharmabiz.com

Novartis to grow its China presence, late.Novartis has a slow response to market opportunities.GlaxoSmithKline and other big pharma players are perhaps too large to compete in the world's changing markets.

Many Key Healthcare Players Will See Drop

November 12, 2008

Analysis of:Hospitals See Drop in Paying Patients | www.nytimes.com

Not just hospitals, but many players will see receivables drop including wellness and disease management companies, imaging diagnostics and labs, and soon manufacturers.

Medical Globalisation, Let The Games Begin

August 17, 2007

Analysis of:American's Gamble for Bargain Surgery Abroad | www.medpagetoday.com

Health tourism is still a boutique business Still a focus of elective surgery When 3rd party payers play, the games begin

Medical Tourism's Holy Grail

July 9, 2007

Analysis of:Borders are no barrier to affordable healthcare | www.latimes.com

Self-financing still boutique business. 3rd party payments, e.g insurance will be the future.

Presciption Data and Privacy?

March 19, 2007

Analysis of:Hands Off Prescribing Data, Says Vermont | www.pharmexec.com

Use of data for patient's medical care isn't an issue.
Use of data for public health is easily accommodated.
Use of data to sell other services and products, (e.g. Viagra to the diabetic) via the post and telephone is THE challenge.

What's Old is New Again

March 5, 2007

Analysis of:Health Spending Projections Through 2016: Modest Changes Obscure Part D's Impact | content.healthaffairs.org

System inefficiencies a greater issue
Local providers to usurp disease management and wellness cos.
Look to growth in voluntary benefits

It's Right Before Your Eyes

February 23, 2007

Analysis of:Health Care's IT Revolution: The drive to implement electronic health records is attracting a brace of big-name outfits | www.businessweek.com

The healthcare EHR winner(s) will be those with the experience

US efforts quaint in comparison to even Eastern Europe

Yet, the best is likely right here in the US

US Healthcare is Uncompetitive

February 15, 2007

Analysis of:Can Corporate America Fix Health Care? | biz.yahoo.com

Global competition puts US at disadvantage.
Corporate sponsored healthcare is quaint....and a dinosaur.
Are state sponsored plans eventually the Balkanization of US benefit market?

Mental Health Parity Will Occur

February 15, 2007

Analysis of:Reps. Kennedy, Ramstad Promote Mental Health Parity Bill | www.medicalnewstoday.com

More difficult to eliminate organic mental illness.
Increased premiums red herring.
MBH organizations need to improve.

Small Can Be Beautiful

February 8, 2007

Analysis of:Hospital Industry Private Equity Plays | online.wsj.com

Few Big Deals Left
Small is The Future
Look for High Value Procedures

Medical Loss Ratios as Lazy Metric

February 8, 2007

Analysis of:UnitedHealth Group Drags Health Insurers | biz.yahoo.com

Analysts need better understanding of insurance sector.

Health plans do not manage health very well.

Don't Look to Health Plans for MLR Management

February 7, 2007

Analysis of:WellPoint Posts 23% Rise in Net; Cost Measure Above Expectations | online.wsj.com

Growth of government business will mitigate dependence of MLR as indicator.
Health plans have poor history of managing loss ratios.

Look for Overall Growth in Self-Pay Market

February 7, 2007

Analysis of:Self-Pay Markets In Health Care: Consumer Nirvana Or Caveat Emptor? | content.healthaffairs.org

Patient price shopping is inelastic, but behavior is known.
What's driving self-pay isn't just the consumer.
How self-pay market will grow is more important.

It's Not Your Mother's HMO

November 22, 2006

Analysis of:Trend: Consumers dumping HMO plans | www.fiercehealthcare.com

Enrollment trends follow national demographics.
How small is your network?
Niche players are key.

Patient Brokers?

November 22, 2006

Analysis of:SPOTLIGHT: The risks of medical tourism | www.fiercehealthcare.com

Offshoring of patients is no cure for US healthcare situation.
Liability is not the hold up for large scale offshoring.
You'll know it's big time when your Uncle Cigna pays attention.

Open Enrollment, Open Pockets

November 20, 2006

Analysis of:Medicare Prescription Drug Benefit Open Enrollment Begins | www.medicalnewstoday.com

US Pharma sector changing
Desperate actions
Bad bedside manners or just bad strategy

P4P In More Ways Than One

November 3, 2006

Analysis of:Pay-for-Performance Plans Now Common Among HMOs | www.nlm.nih.gov

A potential (probable?) crack in the MCO-Insurance medical malpractice shield laws...
Your outcomes are now OUR outcomes...
Why would a MCO have participating providers that DON'T qualify for P2P?

On the Shoulders of Giants

September 29, 2006

Analysis of:Wal-Mart Stores offers $4 generic drugs in Florida | ca.today.reuters.com

Future of distribution.
Increase in sales.
Improved PR.

Its Deja Vue All Over Again

September 19, 2006

Analysis of:MPs demand IT rethink | www.hsj.co.uk

IT procurement is about accountability.
All healthcare is local.
Politics trumps Trusts.

Privacy + Security = Increased Profits

September 8, 2006

Analysis of:Patient Privacy Goals Are Driving Hospital Construction Projects | www.aishealth.com

Patients increasingly want, and will pay for, private rooms.
Security is next unmet need.