All GLG News Analyses Filed Under: Healthcare Services

Face the facts: In the US, health care costs are, in large part, demand driven. Sure, there is the supply push issue, but very few physicians actually would subject their patients to unnecessary services or procedures--and those who do continue to face censure and exclusion from insurance plans and...

The Wall Street Journal published another article speculating on the possibilities of a private equity buyout of McKesson (MCK).  I still view McKesson as the most logical LBO target among the Big 3 wholesalers, especially given its business mix, current operating platform, age (and stability)...

Health plans [insurers] cannot control healthcare costs: (1) it is not their role and purpose (2) they are not providers of medical services (3) they are subject to, and operate in, a mature market, and (4) they have been neutered by regulation and politics.      ...

The recent uptick in the DEA’s enforcement activities with wholesalers is likely to continue as the DEA seeks to combat diversion of legitimate controlled substances. As I see it, the increase stems from a combination of changing political priorities, new detection capabilities, and new approaches to...

Health Plans are going to have to radically change their systems and approaches if they expect to improve their success in the long run.  The system as currently structured dis-incents Health Plans from doing the right thing, actually managing health.  This requires a long term commitment...

A cultural shift is alone very unlikely - exercise and proper nutrition has been advocated for decades. Despite this, we have a nationwide epidemic of obesity and accompanying medical problems, including diabetes, hypertension, cardiovascular disease, risk of stroke, sleep apnea. 

The DEA’s aggressive enforcement efforts for the diversion of controlled substances and other prescription drugs may mean business disruptions for wholesalers besides Cardinal Health (CAH), including AmerisourceBergen (ABC).  For better (or perhaps worse), the DEA now considers distributors and...

As hospitals outsource everything, from laboratory management to emergency rooms to pharmacies, control of these areas is being lost, often to the detriment of patients.

A new article is highly critical of the pharmacy outsourcing businesses run by the big 3 wholesalers -- AmerisourceBergen (ABC), Cardinal Health (CAH), and McKesson (MCK). But after reading the article, I’m still not sure whether (a) there systemic flaws in the wholesalers' pharmacy outsourcing business...

The objectives of the pay-for-performance program described on this article are the right ones. The savings on cost in a managed care environment are derived from patient care care improvements resulting from practitioners following consistent general accepted standards that have been proven to...