Summary
The biggest boost that health care reform has received thus far occurred this week when the closely watched nonpartisan Congressional Budget Office (CBO) concluded that the Senate Finance Bill would actually reduce the federal deficit by $81 billion over the next 10 years and more beyond that. That set the stage for a vote on it by the full Committee next Tuesday, Oct. 13. It is expected to pass the Committee and then go to the Senate for floor debate by the week of Oct. 19.
Analysis
Although the coverage issues, private cooperatives owned by providers and consumers (in lieu of a pubic insurance option), insurance mandates for individuals and consumers and how to pay for everything has gotten the most press, those are not the provisions likely to have the greatest impact on health care delivery. Rather, it is the inclusion of provisions on the bundling of hospital and physician payments to minimize readmissions and promote better coordination of care between these two groups of providers, and the promotion of value based purchasing, accountable care organizations, the patient centered medical home and comparative effectiveness research which will have the greatest impact on both the delivery and ultimately the cost of health care delivery over the long term.
Companies poised to take advantage of the dramatic changes in health care delivery as a result of these less publicized transformative alterations in the Senate Finance Bill (the template to be used for compromise legislation since it is the only of the five bills meeting all of the President's requirements for reform) include:
1. General Electric;
2. IBM;
3. Premier, Inc.
4. Accenture;
5. CSC;
6. Hewlett Packard;
7. Dell;
8. McKesson;
9. Siemens; and
10. Medco
This author consults with leading institutions through GLG
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
