All GLG News Analyses Filed Under: Healthcare Services

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...

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...

McKesson (MCK) is selling its pharmacy outsourcing business to Comprehensive Pharmacy Services (CPS). McKesson has been the most active out of the big 3 in adjusting its health care business portfolio. For example, the company sold its acute care supply business to Owens & Minor last year. Last...

Amerigroup is but one example of the increased scrutiny being paid to Medicaid Health Plans following the FBI raid of Wellcare last year. Expect this to continue and have some volatility on Medicaid health plan performance. Some of this scrutiny may uncover material issues, or impact contracting and...

Short term pain long term gain? In my opinion, only within the sphere of Misys existing clients. Neither Misys nor Allscripts have been very good at marketing to non-customers.

Regrettably, many physicians feel that dealing with dollars is less then fulfilling, especially in light of off-loading potential costs of defensive medicine.  The very turbulent times ahead will give employed groups of physicians a strategic advantage over individually fragmented doctors...

Naturally Police Departments are concerned about the weight of their officers, given the physical nature of the work for those on the beat, but this issue is beginning to be raised in the general employer arena.  For employers to be successful with this type of approach, they need to go beyond...

multiple shareholders in the healthcare marketplace with divergent interests will prevent the insurance industry from continuing its constant pressure on the consumer and employer. There will be a point of no return when the healthcare providers can no longer provide services to the beneficiaries without...

    Ongoing healthcare inflation at 200-400%/yr of  CPI has surpassed the point where employers can easily compete with international products and services.  We are already seeing growth in Scheduled Medical Benefits, which are a poor substitute - but do substitute for...

1. Managed care companies have run into a temporary problem of setting their prices too low in order to compete with eachother. Expect prices to rise and profitability to return. 2. Part of the problem was caused by providers becoming more sophisticated at fighting for higher reimbursement often aided...