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All GLG News Analyses Filed Under: Business of Medicine

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Posted April 8, 2008
Insurers and Pharmacy Benefit Management Companies Will Continue Covering Vytorin
Analysis of: Will Insurers Reduce Coverage For Vytorin? | www.pharmalot.com
Author: GLG Member Program Contributor
I believe insurers and pharmacy benefit management companies will coverage of Vytorin.  Most likely, it will lose any preferred status, (formulary Tier 2), and move to non-preferred brand, (formulary Tier 3 or Tier 4), depending on the drug reimbursement system in the health plan.  As an example,...
Posted April 8, 2008
Current trends with Venture Capital Funds and IPO's
Analysis of: Venture Activity Hit by U.S. Slowdown | online.wsj.com
Author: GLG Member Program Contributor
As a partner @ a VC fund I  see this trend impacting how potential portfolio companies are evaluated.  Companies that will have a future acquisition, as an liquidity event, will have a higher probability of being funded.  Investment decisons are also being influenced by the potential...
Adam Fein Posted April 8, 2008
Surprising Growth by Independent Pharmacies
Analysis of: IMS Health Reports U.S. Prescription Sales Grew 3.8 Percent in 2007, to $286.5 Billion | www.imshealth.com
Author: Adam Fein, Founder & President Pembroke Consulting Inc
According to IMS, independent pharmacies were the fastest growing pharmacy channel in 2007.  In fact, independents grew more than 5 times as fast as chains.  This growth is surprising given the heated rhetoric around the “debilitating consequences” of Part D, Wal-Mart’s “predatory pricing,”...
Robert Forster Posted April 8, 2008
Education is over rated regarding pharmaceuticals
Analysis of: Rx Watchdog Report: Trends in Manufacturer Prices of Brand Name Prescription Drugs Used by Medicare Beneficiaries—2002-2007 | www.aarp.org
Author: Robert Forster, Healthcare Consultant Robert Forster, MD
If I may, Mr. Goldstein suggests that education to providers re: cost/benefit or value will drive drug selection.  I disagree in that there are may barriers to provider (most physicians) behavior and their selection of drugs.  To mention a few are as follows:  1. My anecdotal experience...
Eric Gruff Posted April 8, 2008
Insurers Should be the First Line of Defense Against Vytorin
Analysis of: Will Insurers Reduce Coverage For Vytorin? | www.pharmalot.com
Author: Eric Gruff, Principal E4 Consulting
The pharmaceutical industry continues to lay its collective head on the chopping block by pushing drugs like Vytorin that demonstrate at best marginal activity. Insurers have a fiduciary duty to push back against the poor judgement of drugmakers who take advantage of confusion and DTC advertising to...
Robert Forster Posted April 7, 2008
The DOJ and the FTC rarely join antitrust suits unless there is the likelihood of merit
Analysis of: DoJ joins whistle-blower suit against OH MDs, hospital | www.fiercehealthcare.com
Author: Robert Forster, Healthcare Consultant Robert Forster, MD
From the rather strick interpretration of Peter Stark's antitrust principles complied with mostly in the 1980's we have entered an era where rampent greed and highly sophisticated antitrust relationships exists in nearly of all hospitals especially with their own "dedicated" (read as owned)  multispecialty...
Robert Forster Posted April 7, 2008
More oversight to foil bribes is wishful thinking
Analysis of: New Focus of Inquiry Into Bribes: Doctors | www.nytimes.com
Author: Robert Forster, Healthcare Consultant Robert Forster, MD
Illegal and unethical bribes to orthopedists have gone on since time immemorial and have been visible throughout the medical and device profession and business.  Yet little (despite Peter Robert Stark's attempt) to separate this added incentive from the most highly paid specialists in medicine,...
Frederic Goldstein Posted April 7, 2008
DOJ Joining Suit against OH MDs and Hospital
Analysis of: DoJ joins whistle-blower suit against OH MDs, hospital | www.fiercehealthcare.com
Author: Frederic Goldstein, President and Chief Operating Officer U.S. Preventive Medicine, Inc.
The DOJ joins in when they have reviewed materials and believe it likely that there is a case with some civil or criminal violations.
Richard Baland Posted April 4, 2008
There will be significant growth in Healthcare Real Estate in the next ten years. But in what areas?
Analysis of: Aging Baby Boomers Will Drive Demand for Healthcare Properties Over Next Decade, Grubb & Ellis Report Reveals | www.bio-medicine.org
Author: Richard Baland, Partner B2B CFO
For one reason, this industry has outperformed the commercial average for the most recent eight years. Secondly, demographics are driving medical services. More of the population is aging. People are living longer. And Medical technology is improving at a rate that provides new and better healthcare...
Posted April 4, 2008
Bucking the barriers
Analysis of: Big Pharma rushing for foothold in emerging markets despite challenges | www.pipelinereview.com
Author: GLG Member Program Contributor
There are barriers to pharma companies in emerging markets, but if the companies want to make a few bucks, they do not have a choice.
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