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All GLG News Analyses Filed Under: Healthcare Services

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Posted May 16, 2008
Analyst: $850M opportunity for Allscripts with merger
Analysis of: Analyst: $850M opportunity for Allscripts with merger | www.forbes.com
Author: GLG Member Program Contributor
Difficulty in turning the potential opportunity into sales     
Posted May 14, 2008
McKesson settles DEA "lifestyle drug" claims
Analysis of: McKesson settles DEA "lifestyle drug" claims | www.reuters.com
Author: GLG Member Program Contributor
This article serves as a reminder that it is institutional, not individual diversion of controlled substances that is the principal basis of this important public health concern.
Posted May 14, 2008
Experts see boost to genetic testing from US bill
Analysis of: Experts see boost to genetic testing from US bill | www.reuters.com
Author: GLG Member Program Contributor
The Genetic Information Nondiscrimination Act (GINA), which will soon become law, will protect Americans who choose to have genetic testing against the fear of discrimination by employers and health insurers. The idea of personalized medicine can not become a reality with out the passage of GINA.
Adam Fein Posted May 5, 2008
Straight Talk From Cardinal Health’s George Barrett
Analysis of: Cardinal Health FY3Q Net Soars On 2007 Charges | online.wsj.com
Author: Adam Fein, Founder & President Pembroke Consulting Inc
George Barrett, the new CEO of Cardinal Health’s (CAH) Healthcare Supply Chain Services division, was refreshingly blunt in describing the need to “turnaround” the drug distribution business on last Thursday’s earning conference call.  He described the company’s market share challenges with independent...
Adam Fein Posted May 5, 2008
McKesson Avoids Major DEA Impact
Analysis of: McKesson settles DEA "lifestyle drug" claims | www.reuters.com
Author: Adam Fein, Founder & President Pembroke Consulting Inc
McKesson (MCK) announced a settlement with the DEA that temporarily suspends distribution of two controlled substances from two of its distribution centers. I presume that McKesson has learned some lessons from Cardinal Health’s (CAH) troubles so the marketplace impact should be less severe.  
Robert Forster Posted April 30, 2008
The Human Genome will promote genetic counciling chaos and misinformation
Analysis of: Experts see boost to genetic testing from US bill | www.reuters.com
Author: Robert Forster, Healthcare Consultant Robert Forster, MD
There are many reasons why the commercialization of human genome "information" will be ABSOLUTE CHAOS AND COST.  The three most prominent are the following:   1. Physician education is almost devoid of practical genomic teachings except for Diabetes and lipid disorders.   2. ...
Frederic Goldstein Posted April 29, 2008
Genetic Testing Will Move to Mainstream Acceptance
Analysis of: Experts see boost to genetic testing from US bill | www.reuters.com
Author: Frederic Goldstein, President SPECIALTY DISEASE MANAGEMENT SERVICES
The passage of this bill by the Senate and the likely passage by the house are both good for consumers as well as the companies that conduct genetic testing.
Adam Fein Posted April 21, 2008
National Supply Chain Security Standards Will Benefit Everyone
Analysis of: NACDS Urges Congress to Refrain from Mandating Prescription Drug E-Pedigree Requirements | www.nacds.org
Author: Adam Fein, Founder & President Pembroke Consulting Inc
The movement to make the pharmacy supply chain safer just took a huge step forward with Friday’s introduction of H.R. 5839 Safeguarding America’s Pharmaceuticals Act of 2008. The bill is co-sponsored by Representatives Steve Buyer (R-IN), Gene Green (D-TX), Jim Matheson (D-UT), and Mike Rogers (R-MI)....
Adam Fein Posted April 11, 2008
Big Premium in the McKesson–McQueary Deal
Analysis of: McKesson Corporation to Acquire McQueary Brothers Drug Company | www.mckesson.com
Author: Adam Fein, Founder & President Pembroke Consulting Inc
McKesson (MCK) is acquiring McQueary Brothers Drug Company, one the few remaining regional drug wholesalers in the U.S.  McKesson is paying a substantial premium for the McQueary’s business, although the deal could be justified given today’s pharmacy industry dynamics. Will the higher price lure...
Posted April 10, 2008
As Healthcare Spending is Predicted to Exceed 4 Trillion in Less Than 10 Years, Technology will be Called upon to Stem the Tide
Analysis of: As Healthcare Spending is Predicted to Exceed 4 Trillion in Less Than 10 Years, Technology will be Called upon to Stem the Tide | biz.yahoo.com
Author: GLG Member Program Contributor
Health care expenses are rising at an alarming rate.  From 2000 until 2006, the inflation rate for medical care in the United States increased nearly 35%.  And even worse, health insurance premiums rose 78% during the same period.  At the same time, wages were up only 20%. Most employers...
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